Insights & Resources

3/17/25 2:32 PM

Do You Have an Excess Business Loss?

If an individual taxpayer has substantial business losses, unfavorable federal income tax rules can potentially come into play. Here’s what you need ...

Tax Planning Real Estate and Construction Guide
Can I Itemize Deductions on My Tax Return?
3/17/25 2:32 PM

Can I Itemize Deductions on My Tax Return?

You may wonder if you can claim itemized deductions on your tax return. Perhaps you made charitable contributions and were told in the past they ...

Tax Planning Tax Compliance
Financial Relief for Families: The Benefits of the Child Tax Credit
3/17/25 2:32 PM

Financial Relief for Families: The Benefits of the Child Tax Credit

The Child Tax Credit (CTC) has long been a valuable tax break for families with qualifying children. Whether you’re new to claiming the credit or ...

Tax Planning Guide
A Heavy Vehicle Plus a Home Office Equals Tax Savings
3/17/25 2:32 PM

A Heavy Vehicle Plus a Home Office Equals Tax Savings

New and used “heavy” SUVs, pickups and vans placed in service in 2025 are potentially eligible for significant first-year depreciation write-offs. ...

Tax Planning Tax Compliance Manufacturing Guide
Boost Benefits with PA’s New Employer Tax Credit for 529 Contributions
3/4/25 1:34 PM

Boost Benefits with PA’s New Employer Tax Credit for 529 Contributions

In today's competitive job market, offering meaningful benefits can set your company apart and help attract and retain top talent. Pennsylvania's new ...

Tax Planning
'What Now?' A Trustee / Executor's Guide to Getting Started
12/18/24 12:43 PM

'What Now?' A Trustee / Executor's Guide to Getting Started

Have you been named as executor of your parent's estate? What does this job entail? Acting as an executor of an estate can involve a great deal of ...

Tax Planning Guide
Year-End Tax Moves: It's Not Too Late!
12/18/24 12:43 PM

Year-End Tax Moves: It's Not Too Late!

As the end of the year draws near, savvy taxpayers look for ways to reduce their tax bills. This year, the sense of urgency is higher for many ...

Tax Planning Guide
Is Your Company Protecting Employees' 401(k) Savings from Fraud?
11/20/24 8:50 PM

Is Your Company Protecting Employees' 401(k) Savings from Fraud?

A recent case involved a 401(k) plan participant who was defrauded of approximately $740,000 by overseas criminals. Unfortunately, fraud involving ...

Tax Planning Fraud and Forensic
How a 529 Plan Can Unlock Your Child's Education Fund
11/20/24 8:49 PM

How a 529 Plan Can Unlock Your Child's Education Fund

If you have a child or grandchild planning to attend college, you've likely heard about 529 plans—qualified tuition programs designed to help prepay ...

Tax Planning Estate and Succession Planning