Insights & Resources

Millions of Americans Set to Get Surprise Tax Forms in 2023
12/21/22 3:53 PM

Millions of Americans Set to Get Surprise Tax Forms in 2023

There's a tax headache ahead next year for millions of Americans who use apps like Venmo or Paypal regularly, part of a little-noticed change passed ...

Business Advisory Tax Compliance
Learn When and Why You Should Outsource Your Accounting
11/16/22 2:06 PM

Learn When and Why You Should Outsource Your Accounting

Today, more and more businesses are outsourcing different areas and departments to run their business leaner. Today's business owners can ultimately ...

Firm News Business Advisory
10/19/22 4:25 PM

Work Opportunity Tax Credit Provides Help to Employers

The Work Opportunity Tax Credit (WOTC) may help employers in today's tough job market and economy. Many business owners are hiring and should be ...

Firm News Tax Planning Business Advisory Tax Compliance
FASB Proposes Last-Minute Changes To Lease Accounting Rules
9/30/22 11:33 AM

FASB Proposes Last-Minute Changes To Lease Accounting Rules

Accounting Standards Codification Topic 842, Leases, requires organizations to report the full magnitude of their long-term lease obligations on ...

Nonprofit Business Advisory Tax Compliance Audit and Assurance
9/28/22 8:40 PM

Using Agreed-Upon Procedures to Target Specific Items of Concern

Your CPA offers a wide menu of services. One flexible offering, known as an “agreed-upon procedures” engagement, provides limited assurance on a ...

Business Advisory Transactions and M&A Tax Compliance Accounting and Financial Operations Audit and Assurance
9/16/22 2:47 PM

Evaluating an ESOP from a Succession Planning Perspective

If you’ve been in business for a while, you’ve probably considered many different employee benefits. One option that might have crossed your desk is ...

Tax Planning Business Advisory Estate and Succession Planning
9/12/22 10:16 AM

For a Stronger Nonprofit, Increase the Number of Income Streams

Not-for-profits that rely on a single income source, or only a few, are vulnerable to economic shocks. The COVID-19 pandemic has made this ...

Nonprofit Business Advisory Tax Compliance
How to Use Real-Time Financial Data to Improve Your Cash Flow Forecast
8/24/22 10:34 AM

How to Use Real-Time Financial Data to Improve Your Cash Flow Forecast

Real-time data is transforming our lives. The days of being caught in a rainstorm without an umbrella or in a bulky sweater on an unseasonably warm ...

Business Advisory Accounting and Financial Operations Guide
8/24/22 10:31 AM

Small Business Tax Incentives for Employers: Credits, Grants & More

Small-business owners often find themselves in a dilemma: they want to grow their business to meet demand, but tight financial circumstances can make ...

Tax Planning Nonprofit Business Advisory