News & Insights

Reviewing the August 2025 Markets

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Strengths and Shifts The economy has grown significantly since the last time it experienced a recession. Household incomes and financial savings stand at all-time highs, underscoring the strength of the […]

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Audit Alert: Beware of Potential Conflicts of Interest

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As year end approaches, many businesses will soon be preparing for their annual audits. One key consideration is ensuring there are no potential conflicts of interest that could compromise the […]

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Pinched Nonprofits May Want to Free Up Board-Designated Assets

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In general, nonprofits can’t use restricted assets for purposes other than those specified by the original donor. Board-designated assets (or board-designated funds) are another matter. These are unrestricted funds that […]

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Understanding Key Estate Planning Acronyms

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By Nate Johnson, Tax Associate Estate planning is a complex field, filled with specialized terms and acronyms that can be confusing for both clients and even some professionals. However, understanding […]

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A Tax Guide to Choosing the Right Business Entity

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One of the most critical decisions entrepreneurs make when starting or restructuring a business is choosing the right entity type. This choice directly impacts how the business is taxed, the […]

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