Insights and Resources

Insights

The Triple Play: 3 Key Financial Reports Every Business Should Use
July 22, 2025

The Triple Play: 3 Financial Reports Every Business Needs

In baseball, a triple play is a rare but powerful defensive move that can shut down the competition in one swift motion. In business, your version of ...

Business Advisory
Paying Medicare Premiums? You Could Qualify for a Tax Break
July 22, 2025

Paying Medicare Premiums? You Could Qualify for a Tax Break

If you're age 65 or older and enrolled in Medicare, chances are you're paying premiums for various types of coverage and possibly incurring other ...

Tax Planning • Tax Compliance • Accounting and Financial Operations • Guide
Milestone Moments: How Age Affects Certain Tax Provisions
July 22, 2025

Milestone Moments: How Age Affects Certain Tax Provisions

As we celebrate birthdays and life events, it's easy to overlook the fact that certain ages trigger significant tax and financial changes. Whether ...

Tax Planning • Tax Compliance • Healthcare
Put Qualified Charitable Distributions to Work for Your Nonprofit
July 22, 2025

Put Qualified Charitable Distributions to Work for Your Nonprofit

A Qualified Charitable Distribution allows individuals aged 70½ or older to donate up to $100,000 directly from their traditional IRA to a qualified ...

Tax Planning • Nonprofit
One, Big, Beautiful Bill Extends Many Business-Friendly Tax Provisions
July 11, 2025

One, Big, Beautiful Bill Extends Business Tax Provisions

The One, Big, Beautiful Bill Act (OBBBA) includes numerous provisions affecting the tax liability of U.S. businesses. For many businesses, the ...

President Trump Signs His One, Big, Beautiful Bill Act Into Law
July 8, 2025

President Trump Signs His One, Big, Beautiful Bill Act Into Law

On July 4th, President Trump signed into law the far-reaching legislation known as the One, Big, Beautiful Bill Act (OBBBA). As promised, the tax ...

Five Tax Breaks on the Table: What Business Owners Should Know
June 17, 2025

Five Tax Breaks to Consider: What Business Owners Need to Know

A bill in Congress, dubbed The One, Big, Beautiful Bill, could significantly reshape several federal business tax breaks. While the proposed ...

Tax Planning • Real Estate and Construction • Business Advisory • Tax Compliance
How to Turn F&A Turnover into a Business Opportunity
June 17, 2025

How to Turn F&A Turnover into a Business Opportunity

Turnover in finance and accounting (F&A) leadership is increasing. In 2024, CFO turnover among Standard and Poor’s 500 companies hit 17.8%, tying ...

Tax Planning • Business Advisory • Guide
Hiring Contractors? Make Sure You’re Compliant.
June 17, 2025

Hiring Contractors? Make Sure You’re Compliant.

Many businesses turn to independent contractors to help manage costs, especially during times of staffing shortages and inflation. If you’re among ...

Real Estate and Construction • Tax Compliance • Accounting and Financial Operations • Audit and Assurance