Insights & Resources

5 Compelling Reasons to Outsource Your Bookkeeping
12/18/24 12:44 PM

5 Compelling Reasons to Outsource Your Bookkeeping

Running a closely held business is challenging. Owners usually prioritize core business operations — such as managing employees, serving customers ...

Business Advisory Tax Compliance Accounting and Financial Operations
'What Now?' A Trustee / Executor's Guide to Getting Started
12/18/24 12:43 PM

'What Now?' A Trustee / Executor's Guide to Getting Started

Have you been named as executor of your parent's estate? What does this job entail? Acting as an executor of an estate can involve a great deal of ...

Tax Planning Guide
Cash Flow Clarity: Properly Classifying Your Financial Statements
12/18/24 12:43 PM

Cash Flow Clarity: Properly Classifying Your Financial Statements

Properly prepared financial statements provide a wealth of information about your company. But the operative words there are "properly prepared." ...

Audit and Assurance
Year-End Tax Moves: It's Not Too Late!
12/18/24 12:43 PM

Year-End Tax Moves: It's Not Too Late!

As the end of the year draws near, savvy taxpayers look for ways to reduce their tax bills. This year, the sense of urgency is higher for many ...

Tax Planning Guide
What's Next? Tax Impacts of the 2024 Election
12/18/24 12:43 PM

What's Next? Tax Impacts of the 2024 Election

President-Elect Donald Trump will return to the White House in 2025 — a year that already was expected to see significant activity on the federal tax ...

Tax Compliance
Behind the Audit: How Auditors Verify Balances and Transactions
12/18/24 12:43 PM

Behind the Audit: How Auditors Verify Balances and Transactions

Audit season is just around the corner for calendar-year entities. Understanding the types of source documents your audit team might request can ...

Accounting and Financial Operations Audit and Assurance
1099 Filing Season: Are You Ready?
11/20/24 8:50 PM

1099 Filing Season: Are You Ready?

As the year winds down, the clock begins ticking for tax season—and 1099 filing is a key priority. For businesses that work with independent ...

Real Estate and Construction Tax Compliance
Prepare For The 2025 Social Security Wage Base Increase
11/20/24 8:50 PM

Prepare For The 2025 Social Security Wage Base Increase

As we look ahead to 2025, changes are on the horizon that may affect your business's payroll planning. The Social Security Administration has ...

Tax Compliance Accounting and Financial Operations
Is Your Company Protecting Employees' 401(k) Savings from Fraud?
11/20/24 8:50 PM

Is Your Company Protecting Employees' 401(k) Savings from Fraud?

A recent case involved a 401(k) plan participant who was defrauded of approximately $740,000 by overseas criminals. Unfortunately, fraud involving ...

Tax Planning Fraud and Forensic