News & Insights
Recent Posts
- When the Sale of an Appreciated Home Triggers Taxes — and When it Doesn’t
- Accounting for Business Combinations
- Behind on Bookkeeping? Here’s How to Get Back On Track
- Is Your Nonprofit Properly Insured?
- Rethink Inventory Management
- AICPA Peer Review Updates: Quality Management Standards, GQC Resources, and More
- Self-Employed? Don’t Overlook Valuable Tax Deductions
- Reviewing the May 2026 Markets
-
There’s Currently a “Stepped-up Basis” If You Inherit Property — But Will it Last?
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. The current rules Under the current fair market…
-
Tax-Favored Ways to Build Up a College Fund
If you’re a parent with a college-bound child, you may be concerned about being able to fund future tuition and other higher education costs. You want to take maximum advantage…
-
Financial Literacy for the Rising Generation and Beyond
It is very common for families of affluence to have competent professional advisors to help them manage their investments, their legal affairs, and their business operations. If a family member…
-
Strengthening Women’s Financial Wellness in the Wake of the Pandemic
While nearly everyone has been affected by the COVID-19 pandemic, the economic impact has been especially acute for women. In addition to the disproportionate number of women who were furloughed…
-
The Benefits of a Backdoor Roth IRA
An IRS-approved tool to high-income earners save for retirement and enjoy tax-free earnings. While it may be somewhat misleading in name, a “backdoor Roth IRA” is not an illegal retirement…