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 ...
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 ...
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 ...
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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 ...
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 ...
Plan Now for Year-end Gifts with the Gift Tax Annual Exclusion
Now that Labor Day has passed, the holidays are just around the corner. Many people may want to make gifts of cash or stock to their loved ones. By ...
IRS Issues Guidance on New Retirement Catch-up Contribution Rules
In December 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. Among other things, the sweeping ...
Selling Your Home for a Big Profit? Here are the Tax Rules
Many homeowners across the country have seen their home values increase in recent years. According to the National Association of Realtors, the ...
New Report Identifies High-Risk Areas in Financial Reporting
In July 2023, the Public Company Accounting Oversight Board (PCAOB) published a report that highlights common areas of audit deficiencies for public ...