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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
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
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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Audit Preparation: Ensuring Your Organization is Ready for the Process
July 8th, 2024
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Accounting & Outsourced Solutions |
Audit |
Financial Statement & Audit Preparation
By: Renee McNutt and Kylie Kalleward If your organization has never had to undergo an audit before, the process can be daunting and overwhelming. A typical reaction could also be […]
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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
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
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 […]