News & Insights
Maximizing Your Charitable Giving for Tax Benefits
November 28th, 2023
|
By Jen Danko |
Financial & Retirement Planning |
High Net Worth |
Wealth Management |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
By: Jen Danko We all wish we could contribute more to those causes and communities we care about most. By thoughtfully strategizing your charitable giving, you have the opportunity to […]
READ MORE
5 Strategies to Cut Your Company’s 2023 Tax Bill
November 22nd, 2023
|
Business Tax Services |
Tax |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
As another year ends with interest rates and markets in flux, one thing remains certain: Reducing your company’s tax bill can improve your cash flow and your bottom line. Below […]
READ MORE
The 2024 Cost-of-Living Adjustment Numbers Have Been Released: How Do They Affect Your Year-End Tax Planning?
November 14th, 2023
|
Tax |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
The IRS recently issued its 2024 cost-of-living adjustments for more than 60 tax provisions. With inflation moderating slightly this year over last, many amounts will increase over 2023 amounts but […]
READ MORE
Tips for a Faster Month-End Close
October 24th, 2023
|
Audit |
Audit & Assurance |
Financial Statement & Audit Preparation |
Affordable Housing |
Cannabis |
Construction |
Employee Benefit Plans |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
Does your company struggle to close its books at the end of each month? The month-end close requires accounting personnel to round up data from across the organization. This process […]
READ MORE
Your Fiduciary Duty as a Trustee or Personal Representative: A Guide to Estate Responsibilities
September 26th, 2023
|
By Jen Danko |
Financial & Retirement Planning |
Succession Planning |
Wealth Management |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
By: Jen Danko Being trusted and appointed to the role of a trustee or personal representative of an estate is a lot to comprehend. It comes with significant responsibilities and […]