Insights & Resources

The Importance of Appraisals Beyond Business
1/24/24 7:16 PM

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
12/15/23 2:58 PM

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
What is Residual Fraud Risk — and What Can Your Business Do About It?
12/15/23 2:57 PM

What is Residual Fraud Risk — and What Can Your Business Do About It?

By regularly analyzing risk, business owners and executives can better understand and manage the likelihood and potential impact of fraud. Generally, ...

Fraud and Forensic Business Advisory Accounting and Financial Operations Guide Audit and Assurance
Tips For a Smoother Month-end Close
11/21/23 1:01 PM

Tips For a Smoother Month-end Close

Does your company struggle to close its books at the end of each month? The month-end close requires accounting personnel to round up data from ...

Fraud and Forensic Accounting and Financial Operations Guide
FinCEN Identifier: The Final Rule Details What You Need to Know
11/17/23 3:09 PM

FinCEN Identifier: The Final Rule Details What You Need to Know

Treasury’s Financial Crimes Enforcement Network (FinCEN) issued a final rule regarding when a reporting company may report an entity’s FinCEN ...

Fraud and Forensic Tax Compliance Guide
Investment Swings: What's the Tax Impact?
10/25/23 3:19 PM

Investment Swings: What's the Tax Impact?

If your investments have fluctuated wildly this year, you may have already recognized some significant gains and losses. But nothing is decided ...

Tax Planning Tax Compliance Guide
How Outsourced Accounting Can Elevate Your Accounting Structure
8/24/23 12:33 PM

How Outsourced Accounting Can Elevate Your Accounting Structure

Building a successful business over time takes consistency and dedication. Your team and day-to-day accounting operations are working well to deliver ...

Accounting and Financial Operations Guide
IRS Sends Out Examination Letters About ERC Claims What You Should Know
7/6/23 11:39 AM

IRS Sends Examination Letters About ERC Claims: What You Should Know

As they’ve promised, the IRS is stepping up enforcement of ERC claims and sending out examination letters to companies who claimed ERC credits in ...

Tax Compliance Guide
Strategies to Reduce the Impact of the Net Investment Income Tax
6/28/23 8:23 PM

Strategies to Reduce the Impact of the Net Investment Income Tax

High-income taxpayers often face the burden of paying the Net Investment Income Tax (NIIT) in addition to their regular income tax. The NIIT is a ...

Tax Planning Guide