
News & Insights
News
Insights
Recent Posts
- Finish 2026 Strong with These Year-End Tax Planning Strategies
- IRS Publishes New Per Diem Business Travel Rates for Fiscal Year 2027
- What are the Common Warning Signs of Financial Distress?
- Cost vs. Coverage: Renewing Your Business’s Employee Health Plan
- Restricted Gifts and Your Nonprofit’s Responsibility
- Charitable Contribution Deductions: What to Know for Your 2026 Tax Return
- Expecting a Big Revenue Year? Consider Tax Moves Before Year End
- Make More Timely Business Decisions with Interim Financial Reports
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Data Dashboard & Visualizations: Utilizations for Success
SERVICE: ConsultingINDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsHave you ever felt lost in a sea of data – trying to make sense of numbers from various spreadsheets, emails and messy dashboards that don’t integrate with one another?…
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Watch Out for IRD “Income in Respect of a Decedent” Issues When Receiving an Inheritance
SERVICE: Wealth ManagementINDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsMost people are genuinely appreciative of inheritances, and who wouldn’t enjoy some unexpected money? But in some cases, it may turn out to be too good to be true. While…
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IRS Extends Relief for Inherited IRAs
SERVICE: TaxINDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsFor the third consecutive year, the IRS has published guidance that offers some relief to taxpayers covered by the “10-year rule” for required minimum distributions (RMDs) from inherited IRAs or…
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Building Resilience: Mitigating Vendor Risk Management
SERVICE: ConsultingINDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsBy: Gary Loew, CFE A midsize construction company was gearing up to begin work on a prestigious new office complex that promised significant growth and exposure for its business. Just…
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Scrupulous Records and Legitimate Business Expenses are the Key to Less Painful IRS Audits
INDUSTRIES: Affordable Housing | Cannabis | Construction | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsIf you operate a business, or you’re starting a new one, you know records of income and expenses need to be kept. Specifically, you should carefully record expenses to claim…