News & Insights
IRS Provides Transitional Relief for RMDs and Inherited IRAs
August 1st, 2023
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Tax |
Wealth Management |
Affordable Housing |
Cannabis |
Construction |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
The IRS has issued new guidance providing transitional relief related to recent legislative changes to the age at which taxpayers must begin taking required minimum distributions (RMDs) from retirement accounts. […]
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Improving Your Company’s Sales Pipeline Management
July 19th, 2023
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Accounting & Outsourced Solutions |
Consulting |
Affordable Housing |
Cannabis |
Construction |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
“It’s in the pipeline!” Business owners often hear this rather vague phrase, which may be good news in some cases or code for “don’t hold your breath” in others. Your sales […]
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Inheriting Stock or Other Assets? You’ll Receive a Favorable “Stepped-up Basis”
July 13th, 2023
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Estate Planning |
Financial & Retirement Planning |
Tax |
Affordable Housing |
Cannabis |
Construction |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. How do the rules work? Under the […]
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Utilizing QuickBooks to its Fullest Potential
July 10th, 2023
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Accounting & Outsourced Solutions |
Business Accounting Software |
Affordable Housing |
Cannabis |
Construction |
Employee Benefit Plans |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
By: Madison Reavis After evaluating different accounting software options, you have chosen Intuit’s QuickBooks Online as the most suitable choice for your small business or nonprofit. The decision was likely […]
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Starting a Business? How Expenses Will Be Treated on Your Tax Return
July 7th, 2023
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Tax |
Affordable Housing |
Cannabis |
Construction |
Manufacturing |
Small & Midsize Businesses |
Telecommunications
Government officials saw a large increase in the number of new businesses launched during the COVID-19 pandemic. And the U.S. Census Bureau reports that business applications are still increasing slightly […]