News & Insights
Year-End Budgeting: Where to Look for Cost-Saving Opportunities
November 7th, 2025
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Outsourced Accounting Solutions |
Tax |
Small & Midsize Businesses
As 2025 winds down, business owners and managers are ramping up their planning efforts for the new year. Part of the annual budgeting process is identifying ways to lower expenses […]
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Should Your Business Maximize Deductions for Real Estate Improvements Now or Spread Them Out?
October 30th, 2025
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Tax Credits |
Affordable Housing |
Construction |
Small & Midsize Businesses
Commercial real estate usually must be depreciated over 39 years. But certain real estate improvements — specifically, qualified improvement property (QIP) — are eligible for accelerated depreciation and can even be […]
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It’s Not Too Late to Participate in Giving Tuesday
October 28th, 2025
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Tax Credits |
Nonprofit
Does your nonprofit routinely participate in the annual online fundraiser Giving Tuesday? If so, you know it’s a can’t-miss opportunity to raise money and awareness about your organization and mission. […]
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Year-End Giving: Why Donating Appreciated Securities May Be Your Smartest Move in 2025
October 27th, 2025
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By Nate Whitson |
High Net Worth |
Tax Credits |
Wealth Management |
High Net Worth
As the holiday season and year-end approach, many clients are considering how best to support their favorite charities. While cash gifts are always welcome, donating appreciated securities —such as stocks, […]
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Government Shutdown: What Taxpayers Need to Know and How to Stay Ahead
October 22nd, 2025
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By Katie Hamilton |
Tax |
Small & Midsize Businesses
As the federal government shutdown stretches into its third week, we know many of you are feeling its impact—whether you’re waiting on a refund, trying to reach the IRS, or […]