Archives: Insights
Feb 4, 2022
Article
Data Security and Backup Options Essential to Selecting the Right Cloud-based Platform
Considering new options for cloud services, you are likely looking at Microsoft 365, the cloud-based platform for the ubiquitous Microsoft Office Suite.
Jan 31, 2022
Article
Estate Tax Exemption Will Fall – Now is the Time to Plan
As values of businesses, real estate, and investment portfolios continue to rise, now is the time to develop and implement an estate plan for taxpayers considering the future transfer of wealth.
Jan 6, 2022
Article
Outsourced Accounting Trend Fueled by Technology and Workforce Changes
Outsourcing your controller or CFO functions provides a solution that allows owners to get real-time feedback and information about your businesses, which enables better decision-making and rapid response to changing marketplace conditions.
Nov 22, 2021
Article
Supply Chain Issue Considerations For The Future
Learn more about how businesses are understanding than the importance of their supply chain and the impact it can have on their operations.
Nov 22, 2021
Article
Streamline Your Business: ERP Systems and You
Managing the data that keeps your business afloat can feel like a job in itself, and when many think of investing in enterprise resource planning (ERP) software, they think of expensive, inaccessible software.
Nov 16, 2021
Article
The Benefits of Cost Segregation Studies
Cost Segregation is a strategy for increasing cash flow and reducing income taxes for commercial & residential property used in a trade or business. The tax benefits of cost segregations can be applied to real estates like hotels, restaurants, office spaces, apartments, auto dealerships, manufacturing, retail centers, and more.
Jan 26, 2022
Blog
Does Your Business Qualify for the Research and Development Tax Credit?
Understanding the R&D tax credit will provide reliable opportunities to lower your company’s tax burden.
Jan 11, 2022
Blog
Late Notice From The IRS Or DOL? Read Before You Act
f you get a late notice from the IRS related to your Form 5500, but you filed on time, don’t panic. Simply let us know and we’ll advise you of next steps to clear things up with the IRS.
Jan 4, 2022
Blog
Exit Readiness: A Perfect Storm Fuels Surge in M & A
The Baby Boom generation has reached retirement age and is making the largest transfer of generational wealth in history. It may be time to start a discussion about your exit readiness.
Feb 3, 2022
Events
Don’t SAS 136 Me! – How the New Auditing Standard is Impacting Employee Benefit Plan Sponsors
New audit standards mean new responsibilities for auditors and plan sponsors. With SAS 136 coming into effect for plans that will be audited in 2022, plan sponsors may want to become familiar with the new rules to ensure they are prepared.