Insights & Resources

Paying Medicare Premiums? You Could Qualify for a Tax Break
7/22/25 5:47 PM

Paying Medicare Premiums? You Could Qualify for a Tax Break

If you're age 65 or older and enrolled in Medicare, chances are you're paying premiums for various types of coverage and possibly incurring other ...

Tax Planning Tax Compliance Accounting and Financial Operations Guide
How to Turn F&A Turnover into a Business Opportunity
6/17/25 5:03 PM

How to Turn F&A Turnover into a Business Opportunity

Turnover in finance and accounting (F&A) leadership is increasing. In 2024, CFO turnover among Standard & Poor’s 500 companies hit 17.8%, ...

Tax Planning Business Advisory Guide
Beyond the Fraud Risk Assessment: Managing Nuanced Threats
5/20/25 3:10 PM

Beyond the Fraud Risk Assessment: Managing Nuanced Threats

Annual fraud risk assessments are valuable tools for identifying obvious threats and documenting the internal controls in place to address them. ...

Fraud and Forensic Guide Audit and Assurance
Step-Up in Basis: A Powerful Estate Planning Tool
5/20/25 3:08 PM

Step-Up in Basis: A Powerful Estate Planning Tool

Inheriting assets from a loved one can come with a significant—but often misunderstood—tax benefit known as the step-up in basis. This provision can ...

Tax Planning Real Estate and Construction Valuation Tax Compliance Estate and Succession Planning Guide
Payroll Tax Pitfalls: 6 Things Small Businesses Should Know
4/14/25 4:55 PM

Payroll Tax Pitfalls: 6 Things Small Businesses Should Know

Staying compliant with payroll tax laws is crucial for small businesses. Mistakes can lead to fines, strained employee relationships, and even legal ...

Tax Compliance Accounting and Financial Operations Guide
3/17/25 2:32 PM

Do You Have an Excess Business Loss?

If an individual taxpayer has substantial business losses, unfavorable federal income tax rules can potentially come into play. Here’s what you need ...

Tax Planning Real Estate and Construction Guide
Financial Relief for Families: The Benefits of the Child Tax Credit
3/17/25 2:32 PM

Financial Relief for Families: The Benefits of the Child Tax Credit

The Child Tax Credit (CTC) has long been a valuable tax break for families with qualifying children. Whether you’re new to claiming the credit or ...

Tax Planning Guide
A Heavy Vehicle Plus a Home Office Equals Tax Savings
3/17/25 2:32 PM

A Heavy Vehicle Plus a Home Office Equals Tax Savings

New and used “heavy” SUVs, pickups and vans placed in service in 2025 are potentially eligible for significant first-year depreciation write-offs. ...

Tax Planning Tax Compliance Manufacturing Guide
'What Now?' A Trustee / Executor's Guide to Getting Started
12/18/24 12:43 PM

'What Now?' A Trustee / Executor's Guide to Getting Started

Have you been named as executor of your parent's estate? What does this job entail? Acting as an executor of an estate can involve a great deal of ...

Tax Planning Guide