Are you Ready for Tax Season?
Authored by Alexander Zacher, CPA Last month, a family member approached me with tax questions at a family gathering. I love answering questions like these—it’s one of the reasons I enjoy...
29 January, 2025
News & Events Tag
What to Consider if You’re Financing the Sale of Your Business
Financing the sale of your business can be a challenging process. This article outlines what you need to know and consider, helping you make a strategic move. Read on to...
29 January, 2025
Mitigating Liability as a 401(k) Plan Sponsor: Your Role as a Fiduciary
Offering a 401(k) plan to your employees is not just a perk—it's a significant fiduciary responsibility under ERISA that requires careful oversight and compliance to shield both the plan and...
29 January, 2025
Maximize Your QBI Deduction with Thoughtful Planning
Discover key strategies to maximize your Qualified Business Income (QBI) deduction before it potentially expires in 2025. Learn how to navigate phaseouts, entity structures, and more to enhance your tax...
28 January, 2025
Choosing Between Donor-Advised Funds and Private Foundations
Choosing the right charitable giving vehicle can make all the difference in achieving your philanthropic goals. Whether you’re drawn to the simplicity of a donor-advised fund or the control and...
23 January, 2025
2025 Federal Payroll Tax Changes
Stay updated with our comprehensive review of the 2025 federal payroll tax changes....
23 January, 2025
Partnership Tax Filing Checklist 2024: More Data Requests, Audits and Complexity
(authored by RSM US LLP) Comprehensive checklist for partnership tax filing in 2024, addressing new data requests, audits and compliance complexities...
22 January, 2025
Factoring Taxes Into Your Investment Planning
When it comes to tax planning and your investments, it can be difficult to know where to start. Tax treatment of investments varies based on a number of factors, such...
21 January, 2025