Insights and Resources

Insights

Accounting team reviewing month-end close checklist and reconciliations on screen
June 23, 2026

Turn Your Month-End Close From a Time Crunch Into a Routine

A clean month-end close gives you numbers you can act on within days, not weeks. For most businesses, the slowdown is not the accounting itself. It ...

Accounting and Financial Operations
Business owner reviewing succession and estate planning documents with an advisor
June 23, 2026

When Your Wealth Is Your Business: Estate Planning That Keeps Up

For owners of closely held businesses, estate planning is rarely just about transferring wealth. When most of an individual's net worth is tied to ...

Tax Planning • Estate and Succession Planning
Self-employed professional reviewing business expense receipts for tax deductions
June 23, 2026

Self-Employed? Don’t Overlook Valuable Tax Deductions

If you're self-employed, you probably have questions about deducting business expenses on your federal income tax return. Here's a quick overview of ...

Tax Planning
What the New Audit Confirmation Standard Means for Your Business
June 18, 2026

A New Audit Standard Lands in 2028: What It Means

If your company goes through an annual audit, a change is coming that will shape how your auditor verifies some of your most important balances. In ...

Audit and Assurance
Springfield Township building framed by trees, with the headline New Springfield Township Earned Income Tax Takes Effect July 1
June 4, 2026

Springfield Township Earned Income Tax: What to Know

In April 2026, the Springfield Township Board of Commissioners passed an ordinance implementing a 1% earned income tax, which took effect July 1, ...

Tax Planning • Tax Compliance • Tax Alert
Person on a phone call at home, with the headline Received an IRS CP53E Notice? Here Is How to Verify It Before You Act
April 28, 2026

IRS CP53E Notice? How to Verify It Before You Act

Tax season brings a predictable wave of IRS correspondence, and with it, a predictable wave of scams designed to look just like the real thing. One ...

Fraud and Forensic • Tax Compliance
What to Do After April 15: Records, Withholding, and IRS Letters
April 27, 2026

What to Do After April 15 (and What Records You Can Finally Toss)

With the April 15 tax filing deadline in the rearview mirror, you’re likely to turn your attention to other things. But before you do, it’s in your ...

Tax Planning • Tax Compliance
Internal vs External Audits: Which Does Your Business Need?
April 27, 2026

Internal vs. External Audits: Which Does Your Business Need?

Both internal and external audits play vital roles in safeguarding your organization’s financial integrity. They share the common goals of promoting ...

Audit and Assurance
ACA Penalties Are Climbing in 2026. Is Your Reporting Ready?
April 27, 2026

ACA Penalties Are Climbing in 2026. Is Your Reporting Ready?

Many small businesses don’t have enough employees to worry about the play-or-pay provisions of the Affordable Care Act (ACA). However, as your ...

Business Advisory • Tax Compliance • Healthcare