Insights & Resources

President Biden’s Proposed Budget Highlights His Tax Agenda
4/22/24 4:30 PM

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
Inheritance Unplanned: The Unexpected Impact of Taxes on Families
3/25/24 1:29 PM

Inheritance Unplanned: The Unexpected Impact of Taxes on Families

Estate taxes are a complex and frequently misunderstood part of financial planning that can significantly impact the inheritance process. The federal ...

Tax Planning Tax Compliance Estate and Succession Planning
Cash Reserve Policies and Considerations for Cash Management
3/25/24 1:29 PM

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
Business Valuation Focuses on Both Quantitative and Qualitative Factors
3/25/24 1:29 PM

Business Valuation Focuses on Both Quantitative & 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
President Biden’s Proposed Budget Highlights His Tax Agenda
3/25/24 1:29 PM

President Biden’s Proposed Budget Highlights His Tax Agenda

President Biden has released his proposed budget for the 2025 fiscal year, including numerous tax provisions affecting both businesses and individual ...

Tax Planning
Important Update: Navigating Your TaxCaddy Software and Document Submission Process
3/25/24 1:26 PM

Navigating Your TaxCaddy Software and Document Submission Process

As we navigate another tax season together, we want to ensure your experience with TaxCaddy and our workflow is as smooth and efficient as possible. ...

Tax Planning
Optimizing Tax Strategies Amid Business Losses
2/22/24 10:41 AM

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
2/22/24 10:39 AM

Tax Implications for Social Security Benefits: What You Need 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
2/22/24 10:38 AM

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