Insights & Resources

Child Tax Credit Expansion Bill Advances in House, Senate Decision Pending
2/22/24 10:38 AM

Child Tax Credit Bill Advances in House, Senate Decision Pending

The U.S. House of Representatives on January 31 passed the Tax Relief for American Families and Workers Act of 2024 (H.R. 7024) by a vote of 357 to ...

Tax Planning
Don't Overlook Taxes when Contemplating a Move to Another State
1/24/24 7:19 PM

Don't Overlook Taxes when Contemplating a Move to Another State

When you retire, you may think about moving to another state — perhaps because the weather is more temperate or because you want to be closer to ...

Tax Planning Real Estate and Construction Estate and Succession Planning
Tax Credit Opportunities for Employers of Tipped Employees
1/24/24 7:17 PM

Tax Credit Opportunities for Employers of Tipped Employees

If you’re an employer with a business where tipping is routine when providing food and beverages, you may qualify for a federal tax credit involving ...

Restaurant and Hospitality Tax Planning Tax Compliance
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
A Company Car is a Valuable Perk, but Don’t Forget About Taxes
12/15/23 2:58 PM

A Company Car is a Valuable Perk, but Don’t Forget About Taxes

One of the most appreciated fringe benefits for owners and employees of small businesses is the use of a company car. This perk results in tax ...

Tax Planning
The Anatomy of a Client Accounting Services (CAS) Team
12/15/23 2:57 PM

The Anatomy of a Client Accounting Services (CAS) Team

Client Accounting Services (CAS), sometimes referred to as Client Accounting Advisory Services (CAAS), is a specialized field within the accounting ...

Tax Planning
Maximize Year-End Giving with Annual Gift Tax Exclusion
12/15/23 2:57 PM

Maximize Year-End Giving with Annual Gift Tax Exclusion

With the holidays approaching, you might be considering making gifts of stock or cash to family members and other loved ones. By using the annual ...

Tax Planning Estate and Succession Planning
Key 2024 Inflation-adjusted Tax Parameters for Small Businesses
12/15/23 2:56 PM

Key 2024 Inflation-adjusted Tax Parameters for Small Businesses

The IRS recently announced various inflation-adjusted federal income tax amounts. Here’s a rundown of the amounts that are most likely to affect ...

Tax Planning Tax Compliance