Insights & Resources

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
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