Insights and Resources

Insights

5 Common Mistakes in Estate Planning and How to Avoid Them
April 22, 2024

5 Common Mistakes in Estate Planning and How to Avoid Them

Putting together an estate plan is one of the most significant actions you can take for yourself and your loved ones. It’s also one of the most ...

Tax Planning • Tax Compliance • Estate and Succession Planning • Guide
President Biden’s Proposed Budget Highlights His Tax Agenda
April 22, 2024

Coordinating Sec. 179 Tax Deductions with Bonus Depreciation

Your business should generally maximize current-year depreciation write-offs for newly acquired assets. Two federal tax breaks can help achieve this ...

Tax Planning • Real Estate and Construction • Guide
Cash Reserve Policies and Considerations for Cash Management
March 25, 2024

Cash Reserve Policies and Considerations for Cash Management

Nonprofits operate in a complex market full of near-constant challenges and changes. Technology advances, an uncertain economy, changing donor ...

Tax Planning • Nonprofit • Guide
Tips For Investigating Employee Fraud Leads
March 25, 2024

Tips For Investigating Employee Fraud Leads

Occupational fraud is a crime generally committed by employees against their employers. Ironically, employees also are most likely to notice or ...

Fraud and Forensic • Guide
Business Valuation Focuses on Both Quantitative and Qualitative Factors
March 25, 2024

Business Valuation: Quantitative and Qualitative Factors

Selling a company can be a complex and emotional experience, complicated by a number of factors such as unfavorable economic conditions, reluctance ...

Tax Planning • Business Advisory • Valuation • Transactions and M&A • Guide
Optimizing Tax Strategies Amid Business Losses
February 22, 2024

Optimizing Tax Strategies Amid Business Losses

Business losses can sting, particularly when they are large and unexpected. However, there are numerous ways the tax code can help mitigate the ...

Tax Planning • Real Estate and Construction • Business Advisory • Tax Compliance • Guide
Tax Implications for Social Security Benefits: What You Need to Know
February 22, 2024

Taxes on Social Security Benefits: What to Know

Understanding the nuances of tax laws, especially those pertaining to Social Security benefits taxation, is necessary for accurate tax preparation ...

Tax Planning • Nonprofit • Tax Compliance • Guide
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
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