Insights & Resources

Clean Vehicle Credit Comes With Caveats
September 29, 2022

Clean Vehicle Credit Comes With Caveats

The Inflation Reduction Act (IRA) includes a wide range of tax incentives aimed at combating the dire effects of climate change. One of the ...

Tax Planning • Guide
Using Agreed-Upon Procedures to Target Specific Items of Concern
September 29, 2022

Using Agreed-Upon Procedures to Target Specific Items of Concern

Your CPA offers a wide menu of services. One flexible offering, known as an “agreed-upon procedures” engagement, provides limited assurance on a ...

Business Advisory • Transactions and M&A • Tax Compliance • Accounting and Financial Operations • Audit and Assurance
Inflation Reduction Act Expands Valuable Payroll Tax Credit
September 28, 2022

Inflation Reduction Act Expands Valuable Payroll Tax Credit

When President Biden signed the Inflation Reduction Act (IRA) into law in August, most of the headlines covered the law’s climate change and health ...

Tax Planning • Tax Compliance • Accounting and Financial Operations
Evaluating an ESOP from a Succession Planning Perspective
September 16, 2022

Evaluating an ESOP from a Succession Planning Perspective

If you’ve been in business for a while, you’ve probably considered many different employee benefits. One option that might have crossed your desk is ...

Tax Planning • Business Advisory • Estate and Succession Planning
The Wager of Taxes on Sports Betting
September 14, 2022

The Wager of Taxes on Sports Betting

In 2018, the Supreme Court ruled that the Professional and Amateur Sports Protection Act was unconstitutional, which caused a ripple effect resulting ...

Tax Compliance
For a Stronger Nonprofit, Increase the Number of Income Streams
September 12, 2022

For a Stronger Nonprofit, Increase the Number of Income Streams

Not-for-profits that rely on a single income source, or only a few, are vulnerable to economic shocks. The COVID-19 pandemic has made this ...

Nonprofit • Business Advisory • Tax Compliance
How to Use Real-Time Financial Data to Improve Your Cash Flow Forecast
August 24, 2022

How to Use Real-Time Financial Data to Improve Your Cash Flow Forecast

Real-time data is transforming our lives. The days of being caught in a rainstorm without an umbrella or in a bulky sweater on an unseasonably warm ...

Business Advisory • Accounting and Financial Operations • Guide
Small Business Tax Incentives for Employers: Credits, Grants & More
August 24, 2022

Small Business Tax Incentives for Employers: Credits, Grants and More

Small-business owners often find themselves in a dilemma: they want to grow their business to meet demand, but tight financial circumstances can make ...

Tax Planning • Nonprofit • Business Advisory
How External Confirmations Are Used During an Audit
August 24, 2022

How External Confirmations Are Used During an Audit

Risks abound in today’s uncertain marketplace. Nearly two-thirds of senior finance leaders said that the volume and complexity of corporate risks ...

Fraud and Forensic • Business Advisory • Accounting and Financial Operations • Audit and Assurance