insights
Blog Posts
We provide our clients with the most up-to-date industry insights on a wide range of relevant topics.
Tips and Best Practices for Not-For-Profit Cost Allocations
9/23/24, 8:51 AMA significant challenge facing many not-for-profit organizations involves determining how much of their resources and ex...
What to Know About Valuations and Discounts in Estate and Gift Tax Planning in 2024
9/23/24, 8:35 AMGift and estate tax planning is an important part of managing one’s finances, especially for those with considerable ass...
How (and Why) to Perform an End-of-Summer Tax Checkup
9/23/24, 8:12 AMAlthough it may seem like tax season only just ended, the end of summer is an ideal time for taxpayers to review their o...
Spouse-Run Businesses Face Special Tax Issues
9/13/24, 9:54 AMDo you and your spouse together operate a profitable unincorporated business? If so, you face some challenging tax issue...
Tax Planning for Small Businesses: Exemption Eligibility and Opportunities to Reduce Liability
8/21/24, 9:55 AMWith tax filing deadlines looming around the corner, many small business owners are scrambling to finish their taxes in ...
7 Accounting Best Practices for Not-For-Profits
8/21/24, 8:23 AMNot-for-profits face a lot of demands. They often have limited resources when it comes to both financial and human resou...
Is Your Buy-Sell Agreement an Accident Waiting to Happen?
7/18/24, 7:37 AMWhen entrepreneurs come together to begin a business, they are bombarded with legal filings and agreements drafted by th...
Employee Stock Ownership Plans (ESOPs) and Their Benefits for Businesses and Employees
7/17/24, 10:22 AMFor business owners looking to add to their employee benefits plans, one option to consider is that of an employee stock...
The IRS is Releasing Low-Risk ERTC Claims from Its Moratorium
6/27/24, 7:12 AMIn September 2023 the IRS placed all Employee Retention Tax Credit (ERTC) claims in a moratorium. The agency is now rest...
What Are the 2025 Health Savings Account Limits?
6/24/24, 10:21 AMHealth savings accounts (HSAs) allow eligible taxpayers to set money aside, pretax, in an account that they can use for ...