News & Insights
If Your Business Has Co-Owners, You Probably Need A Buy-Sell Agreement
July 19th, 2024
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Business Tax Services |
Tax |
Small & Midsize Businesses
Are you buying a business that will have one or more co-owners? Or do you already own one fitting that description? If so, consider installing a buy-sell agreement. A well-drafted […]
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Certain Charitable Donations Allow You to Avoid Taxable IRA Withdrawals
July 17th, 2024
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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
If you’re a philanthropic individual who is also obligated to take required minimum distributions (RMDs) from a traditional IRA, you may want to consider a tax-saving strategy. It involves making […]
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Common Estate Planning Mistakes
July 10th, 2024
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Estate Planning |
Financial & Retirement Planning |
Wealth Management |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
By: Devan Alexander and Jen Danko Having a solid estate plan in place before an unthinkable crisis is the best way to ensure your legacy is preserved and your wishes […]
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Modernize with Microsoft Dynamics Cloud ERP
July 8th, 2024
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By Tim Bograkos |
Business Accounting Software |
Microsoft 365 Business Central |
Technology |
Small & Midsize Businesses
If your organization still relies on an on-premise ERP (Enterprise Resource Planning) or accounting system, you’ve probably encountered challenges with team collaboration, security, and remote work limitations. ERP systems are […]
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Peer Review: Ethics Standard Updates
July 2nd, 2024
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Peer Review |
Small & Midsize Businesses
Wondering what’s going on in ethics standard setting? Starting with the May meeting of the Professional Ethics Executive Committee, the AICPA will publish a webcast of the full meeting a […]