Insights and Resources

Insights

Key Tax Tips for Sole Proprietor Startups
February 22, 2024

Key Tax Tips for Sole Proprietor Startups

When launching a small business, many entrepreneurs start out as sole proprietors. If you’re launching a venture as a sole proprietorship, you need ...

Tax Planning • Business Advisory • Tax Compliance • Guide
Annual Audits vs. Fraud Detection: Bridging the Gap with Forensic Services
February 22, 2024

Audits vs Fraud Detection: Where Forensic Services Fit

Victims of fraud often wonder why their auditors didn't flag the deception. "We got a clean opinion!" they might protest. "Why didn't they catch this ...

Fraud and Forensic • Audit and Assurance
Don't Overlook Taxes when Contemplating a Move to Another State
January 25, 2024

Don't Overlook Taxes when Contemplating a Move to Another State

When you retire, you may think about moving to another state, perhaps because the weather is more temperate or because you want to be closer to ...

Tax Planning • Real Estate and Construction • Estate and Succession Planning
Tackling Nonprofit Fraud: Awareness and Prevention
January 25, 2024

Tackling Nonprofit Fraud: Awareness and Prevention

Fraud perpetrated through cyberattacks and social engineering has increased significantly over the past few years. Forensic services teams are busy ...

Nonprofit • Fraud and Forensic • Tax Compliance • Accounting and Financial Operations
Preparing Your Business Books for the New Year
January 25, 2024

Preparing Your Business Books for the New Year

With the new year upon us, the time has come to close the books on 2023. For many companies, January is also the beginning of the new fiscal year, ...

Real Estate and Construction • Accounting and Financial Operations
Tax Credit Opportunities for Employers of Tipped Employees
January 25, 2024

Tax Credit Opportunities for Employers of Tipped Employees

If you’re an employer with a business where tipping is routine when providing food and beverages, you may qualify for a federal tax credit involving ...

Restaurant and Hospitality • Tax Planning • Tax Compliance
Real Estate Gains: Deferring Taxes with Like-kind Exchanges
January 25, 2024

Real Estate Gains: Deferring Taxes with Like-kind Exchanges

If you’re interested in selling commercial or investment real estate that has appreciated significantly, one way to defer a tax bill on the gain is ...

Real Estate and Construction • Tax Compliance
The Importance of Appraisals Beyond Business
January 25, 2024

The Importance of Appraisals Beyond Business

Whether you’re in the process of making a retirement or estate plan or you intend to donate property to charity, you’ll need to know the value of ...

Tax Planning • Real Estate and Construction • Valuation • Estate and Succession Planning • Guide
11 Exceptions to the 10% Penalty Tax on Early IRA Withdrawals
December 15, 2023

11 Exceptions to the 10% Penalty Tax on Early IRA Withdrawals

If you’re facing a serious cash shortfall, one possible solution is to take an early withdrawal from your traditional IRA. That means one before ...

Tax Planning • Guide