Insights & Resources

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
Take Action Now to Reduce Your 2023 Income Tax Bill
11/21/23, 1:02 PM

Take Action Now to Reduce Your 2023 Income Tax Bill

Several factors are making 2023 a confounding tax planning year for many people. They include turbulent markets, stabilizing but still high interest ...

Tax Planning • Tax Compliance
Facing a Future Emergency? Two New Tax Provisions May Soon Provide Relief
11/21/23, 1:01 PM

Future Emergency? Two New Tax Provisions May Soon Provide Relief

Perhaps you’ve been in this situation before: You have a financial emergency and need to get your hands on some cash. You consider taking money out ...

Tax Planning • Tax Alert