Insights & Resources

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
Self-Employed? Here's How a Solo 401(k) Can Help Build Your Nest Egg
11/20/24, 8:49 PM

Self-Employed? Here's How a Solo 401(k) Can Help Build Your Nest Egg

If you're self-employed or own a small business with no employees (other than your spouse), a solo 401(k) can be an excellent option for retirement ...

Tax Planning • Tax Compliance
Are NIL Collectives Breaking IRS Rules? What You Need to Know
11/20/24, 8:48 PM

Are NIL Collectives Breaking IRS Rules? What You Need to Know

In 2023, the IRS Chief Counsel released Memorandum AM 2023-004, which examined whether Name, Image, and Likeness (NIL) collectives, established to ...

Tax Planning • Nonprofit • Tax Compliance • Guide