Insights & Resources

President Biden’s Proposed Budget Highlights His Tax Agenda
4/22/24 4:31 PM

Maximize the QBI Deduction Before It's Gone

The qualified business income (QBI) deduction is available to eligible businesses through 2025. After that, it’s scheduled to disappear. So, if ...

Tax Planning Healthcare
4/22/24 4:30 PM

5 Common Mistakes in Estate Planning and How to Avoid Them

Putting together an estate plan is one of the most significant actions you can take for yourself and your loved ones. It’s also one of the most ...

Tax Planning Tax Compliance Estate and Succession Planning Guide
President Biden’s Proposed Budget Highlights His Tax Agenda
4/22/24 4:30 PM

Coordinating Sec. 179 Tax Deductions with Bonus Depreciation

Your business should generally maximize current-year depreciation write-offs for newly acquired assets. Two federal tax breaks can help achieve this ...

Tax Planning Real Estate and Construction Guide
Inheritance Unplanned: The Unexpected Impact of Taxes on Families
3/25/24 1:29 PM

Inheritance Unplanned: The Unexpected Impact of Taxes on Families

Estate taxes are a complex and frequently misunderstood part of financial planning that can significantly impact the inheritance process. The federal ...

Tax Planning Tax Compliance Estate and Succession Planning
Cash Reserve Policies and Considerations for Cash Management
3/25/24 1:29 PM

Cash Reserve Policies and Considerations for Cash Management

Nonprofits operate in a complex market full of near-constant challenges and changes. Technology advances, an uncertain economy, changing donor ...

Tax Planning Nonprofit Guide
Tips For Investigating Employee Fraud Leads
3/25/24 1:29 PM

Tips For Investigating Employee Fraud Leads

Occupational fraud is a crime generally committed by employees against their employers. Ironically, employees also are most likely to notice or ...

Fraud and Forensic Guide
Business Valuation Focuses on Both Quantitative and Qualitative Factors
3/25/24 1:29 PM

Business Valuation Focuses on Both Quantitative & Qualitative Factors

Selling a company can be a complex and emotional experience, complicated by a number of factors such as unfavorable economic conditions, reluctance ...

Tax Planning Business Advisory Valuation Transactions and M&A Guide
Federal Court Finds Corporate Transparency Act Unconstitutional
3/25/24 1:29 PM

Federal Court Finds Corporate Transparency Act Unconstitutional

A U.S. District Court judge in Alabama has ruled the Corporate Transparency Act (CTA) unconstitutional. The CTA was enacted as part of the Anti-Money ...

Tax Compliance Tax Alert
President Biden’s Proposed Budget Highlights His Tax Agenda
3/25/24 1:29 PM

President Biden’s Proposed Budget Highlights His Tax Agenda

President Biden has released his proposed budget for the 2025 fiscal year, including numerous tax provisions affecting both businesses and individual ...

Tax Planning