Insights & Resources

The Anatomy of a Client Accounting Services (CAS) Team
12/15/23 2:57 PM

The Anatomy of a Client Accounting Services (CAS) Team

Client Accounting Services (CAS), sometimes referred to as Client Accounting Advisory Services (CAAS), is a specialized field within the accounting ...

Tax Planning
Maximize Year-End Giving with Annual Gift Tax Exclusion
12/15/23 2:57 PM

Maximize Year-End Giving with Annual Gift Tax Exclusion

With the holidays approaching, you might be considering making gifts of stock or cash to family members and other loved ones. By using the annual ...

Tax Planning Estate and Succession Planning
Key 2024 Inflation-adjusted Tax Parameters for Small Businesses
12/15/23 2:56 PM

Key 2024 Inflation-adjusted Tax Parameters for Small Businesses

The IRS recently announced various inflation-adjusted federal income tax amounts. Here’s a rundown of the amounts that are most likely to affect ...

Tax Planning Tax Compliance
New Reporting Rules for Businesses: Compliance Obligations Explained
12/12/23 3:59 PM

New Reporting Rules for Businesses: Compliance Obligations Explained

Your business may soon have to meet new reporting requirements that take effect on January 1, 2024. Under the Corporate Transparency Act (CTA), ...

Fraud and Forensic Tax Compliance Tax Alert
Surprise Bill For Those Who Underpay Their Taxes: Penalty Jumps to 8%
12/4/23 11:04 AM

Surprise Bill For Those Who Underpay Their Taxes: Penalty Jumps to 8%

Failing to keep up with tax payments now could lead to an expensive surprise come next spring. As of Oct. 1, the Internal Revenue Service is charging ...

Tax Compliance
IRS Delays New Reporting Rule for Online Payment Processors
11/29/23 8:53 PM

IRS Delays New Reporting Rule for Online Payment Processors

For the second consecutive year, the IRS has postponed the implementation of a new rule that would have led to an estimated 44 million taxpayers ...

Tax Compliance
Take Action Now to Reduce Your 2023 Income Tax Bill
11/21/23 1:02 PM

Take Action Now to Reduce Your 2023 Income Tax Bill

Several factors are making 2023 a confounding tax planning year for many people. They include turbulent markets, stabilizing but still high interest ...

Tax Planning Tax Compliance
How Does Industry Affect Fraud Risk?
11/21/23 1:01 PM

How Does Industry Affect Fraud Risk?

Constant vigilance is the most critical control to prevent fraud risk. Employee fraud happens when a motivated individual who knows of a weakness ...

Fraud and Forensic
Tips For a Smoother Month-end Close
11/21/23 1:01 PM

Tips For a Smoother Month-end Close

Does your company struggle to close its books at the end of each month? The month-end close requires accounting personnel to round up data from ...

Fraud and Forensic Accounting and Financial Operations Guide