News & Insights
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 […]
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The Importance of Pre-Death Estate Planning
June 29th, 2023
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By Jen Danko |
Estate Planning |
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 Planning for the future is a responsibility we all share. One crucial piece of crafting a solid life plan that often gets overlooked is estate planning. […]
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The Best Way to Survive an IRS Audit is to Prepare
June 28th, 2023
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Audit |
Audit & Assurance |
Tax |
Affordable Housing |
Cannabis |
Construction |
Manufacturing |
Small & Midsize Businesses |
Telecommunications
The IRS recently released its audit statistics for the 2022 fiscal year and fewer taxpayers had their returns examined as compared with prior years. But even though a small percentage […]