News & Insights

Certain Charitable Donations Allow You to Avoid Taxable IRA Withdrawals

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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

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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

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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

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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 […]

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Resources from the AICPA’s Enhancing Audit Quality (EAQ) Initiative

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Quality Management The effective date of the new quality management standards continues to quickly approach. Recall that a firm’s system of quality management must be operational by December 15, 2025; […]

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