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Stay informed with Brinker Simpson's latest business insights! Explore our blog here for expert financial and tax guidance, and click here for our latest firmwide updates.

Important Update Navigating Your TaxCaddy Software and Document Submission Process

Important Client Update: 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. We've received helpful feedback and noticed a few common areas of confusion regarding document submission and account access. To address this, we've compiled some tips to guide you through the process.

Federal District Court Finds Corporate Transparency Act Unconstitutional

President Biden’s Proposed Budget Highlights His Tax Agenda

President Biden has laid out his proposals for tax law changes in the fiscal year 2025 budget.

Federal District Court Finds Corporate Transparency Act Unconstitutional

A Federal District Court held that the Corporate Transparency Act is unconstitutional, stating it "exceeds the Constitution's limits on Congress's power."

Business Valuation Focuses on Both Quantitative and Qualitative Factors

Selling a company can be a complex and emotional experience, complicated by factors such as unfavorable economic conditions, reluctance to let go of a business the owner has built, or unrealistic expectations regarding the likely selling price—we can help!

Lia Alanyia, CPA, Joins Brinker Simpson & Company, LLC

Brinker Simpson & Company, LLC, Delaware County's largest locally owned, full-service public accounting firm, is pleased to welcome Lia Alaniya, CPA, to our team of professionals. Lia joins the Firm as a Manager in the Tax department.

Tips For Investigating Employee Fraud Leads

Ignore employee complaints at your peril! If a worker reports fraud or a coworker’s suspicious behavior, you have an obligation to investigate. Just make sure you know when to call for legal and financial expertise.

Cash Reserve Policies and Considerations for Cash Management

Financially strong nonprofits are better equipped to adapt and proactively respond to change. In this market, the availability of resources, especially cash, and strong cash management practices are key elements of financially strong nonprofits.

Inheritance Unplanned: The Unexpected Impact of Taxes on Families

Estate taxes are a complex and frequently misunderstood part of financial planning that can significantly impact the inheritance process.

This e-newsletter is for general informational purposes only and does not constitute legal, tax, accounting, investment, or professional advice. It should not replace professional consultation. Always seek advice from qualified professionals before making any decisions. The tax information provided is not intended for use in avoiding penalties. We do not guarantee the accuracy or completeness of this information and disclaim all warranties, express or implied.