Is your revocable trust fully funded?

Is your revocable trust fully funded? A revocable trust — sometimes known as a “living trust” — can ...
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Retirement plan early withdrawals: Make sure you meet the requirements to avoid a penalty

Retirement plan early withdrawals: Make sure you meet the requirements to avoid a penalty Most retirement plan distributions ...
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Five Pitfalls to Avoid as Your Financial Institution Transitions to CECL

By: Ron Mitchell, CPA How comfortable are you with the updated CECL standards? Many financial institutions are struggling ...
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Business owners: Now’s the time to revisit buy-sell agreements

Business owners: Now’s the time to revisit buy-sell agreements If you own an interest in a closely held ...
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What do the 2023 cost-of-living adjustment numbers mean for you?

The IRS recently issued its 2023 cost-of-living adjustments for more than 60 tax provisions. With inflation up significantly ...
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Tax Considerations After a Natural Disaster

By: Melodie A. Rich, CPA Hurricane Ian has left chaos in its wake, leaving thousands of Florida and ...
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Tax-smart investing strategies for a down market

Brian Carter, CPA Let’s be honest: The market’s performance in 2022 has been disappointing at best, and for ...
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Good News From the IRS

By: Rick Spires, CPA Did the unexpected events of 2020 wreak havoc on your tax compliance? If you’re ...
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The Inflation Reduction Act Includes Wide-Ranging Tax Provisions

The U.S. Senate and House of Representatives have passed the Inflation Reduction Act (IRA). President Biden is expected ...
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New GASB Standard Focuses on Accounting Changes and Error Corrections

Background GASB Statement No. 100, Accounting Changes and Error Corrections, was issued in June 2022, and is effective ...
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How is Your Organization Handling Staffing Shortages?

If you’re not having difficulty in filling open staff positions, your long-term care facility is among the very ...
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Georgia Governor Signs Tax Reduction and Reform Act of 2022

On April 26, 2022, Governor Brian P. Kemp signed the Tax Reduction and Reform Act of 2022 which ...
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