Insights & Resources

Reporting Requirement for Shareholder Health Insurance
November 17, 2023

Reporting Requirement for Shareholder Health Insurance

The IRS requires that an S-Corporation shareholder report the amount paid for each officer’s health insurance as additional wages on Form W-2 Box 1 ...

Tax Compliance • Healthcare • Accounting and Financial Operations
Importance of Obtaining W-9s and Issuing 1099s
October 25, 2023

Importance of Obtaining W-9s and Issuing 1099s

To make the process as quick and painless as possible, follow these tips:

Real Estate and Construction • Tax Compliance • Accounting and Financial Operations
Investment Swings: What's the Tax Impact?
October 25, 2023

Investment Swings: What's the Tax Impact?

If your investments have fluctuated wildly this year, you may have already recognized some significant gains and losses. But nothing is decided ...

Tax Planning • Tax Compliance • Guide
Cash Flow Management: 3 Tips from an Accounting Firm
October 25, 2023

Cash Flow Management: 3 Tips from an Accounting Firm

Cash is essential to the health of your business. It's the accelerator that enables growth and ensures the business's very survival. To help business ...

Business Advisory • Tax Compliance
Financial Statements at a Glance
October 25, 2023

Financial Statements at a Glance

Financial statements tell investors information about an organization’s financial performance, helping to ensure corporate transparency and ...

Tax Compliance • Accounting and Financial Operations • Audit and Assurance
Plan Now for Year-end Gifts with the Gift Tax Annual Exclusion
October 25, 2023

Plan Now for Year-end Gifts with the Gift Tax Annual Exclusion

Now that Labor Day has passed, the holidays are just around the corner. Many people may want to make gifts of cash or stock to their loved ones. By ...

Tax Planning • Tax Compliance • Estate and Succession Planning
IRS Issues Guidance on New Retirement Catch-up Contribution Rules
October 25, 2023

IRS Issues Guidance on New Retirement Catch-up Contribution Rules

In December 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. Among other things, the sweeping ...

Firm News • Tax Planning • Tax Compliance
It's Important to Understand How Taxes Factor into M&A Transactions
October 25, 2023

It's Important to Understand How Taxes Factor into M&A Transactions

In recent years, merger and acquisition activity has been strong in many industries. If your business is considering merging with or acquiring ...

Transactions and M&A
Selling Your Home for a Big Profit? Here are the Tax Rules
September 26, 2023

Selling Your Home for a Big Profit? Here are the Tax Rules

Many homeowners across the country have seen their home values increase in recent years. According to the National Association of Realtors, the ...

Tax Planning • Real Estate and Construction