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News & Updates
Your guide to Medicare premiums and taxes
Dec 11, 2024
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Tax & Estate Planning
Medicare health insurance premiums can add up to big bucks — especially if you’re upper-income, married, and you ...
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Exit strategy: ESOPs for construction companies
Dec 10, 2024
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Construction
Contractors often struggle to find suitable buyers for their companies when they’re ready to retire or otherwise move ...
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Beware of overly optimistic projections used to value a business
Dec 9, 2024
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Valuations
Business valuation experts often rely on prospective financial statements when applying the discounted cash flow (DCF) method to ...
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There’s no time like the present to have your will drafted
Dec 9, 2024
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Tax & Estate Planning
When a person considers an “estate plan,” he or she typically thinks of a will. And there’s a ...
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The IRS issues final regs for the advanced manufacturing production credit
Dec 5, 2024
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Manufacturing
The IRS has published final regulations for the Section 45X advanced manufacturing production credit. The final regs update ...
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Senior tax-saving alert: Make charitable donations from your IRA
Dec 4, 2024
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Tax & Estate Planning
If you’ve reached age 70½, you can make cash donations directly from your IRA to IRS-approved charities. These ...
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Maximize Your Impact: Tax-Smart Giving to Charities and Loved Ones in 2024
Dec 3, 2024
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Around the Firm
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News
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Tax & Estate Planning
The holiday season is upon us, and it’s a time when many choose to give back—whether through donations ...
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Keep your nonprofit’s special event safe and successful
Dec 2, 2024
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Non Profits
Your not-for-profit organization likely has at least one special event planned for 2025. Whether it’s a formal dinner ...
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Assessing the ACA-defined affordability of employer-sponsored health plans
Dec 2, 2024
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Employer Benefits
As the year winds down, many employers have wrapped up open enrollment and are preparing to administer their ...
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What contractors should expect when getting bonded
Nov 27, 2024
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Construction
Under a performance bond, a legally binding agreement is established between a construction company, a surety (the bond ...
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How inflation will affect your 2024 and 2025 tax bills
Nov 26, 2024
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Tax & Estate Planning
Inflation can have a significant impact on federal tax breaks. While recent inflation has come down since its ...
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How to get foundations to say “yes” to your grant proposals
Nov 22, 2024
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Non Profits
There are many thousands of charitable foundations in the United States. And, according to technology company Foundation Source, ...
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