Environmental, social, and governance (ESG) reporting has emerged as a critical aspect of financial management in recent years, reflecting a shift in the accounting industry ..read more

The IRS's annual "Dirty Dozen" list has returned, shedding light on evolving tax scams that can catch taxpayers, businesses, and tax professionals off guard. This annual campaign is designed to raise awareness about the variety of schemes that can emerge, particularly during tax season, but continue to pose threats throughout the year. The Dirty Dozen serves as a reminder to remain vigilant against these scams, which range from phishing emails to fraudulent tax preparers and beyond ..read more

Retirement planning is not just about setting aside funds for a comfortable retirement. It's about laying the groundwork for long-term financial security and peace of mind. For small business owners—who often invest their time, energy, and resources into building their businesses—retirement planning is an essential aspect of ensuring that their hard work pays off in the form of a secure financial future. Here’s how ..read more

Smart businesses are always looking for ways to make the most of their tax deduction eligibility. Some strategies include staying up to date on changes in the tax code such as modified credit for pension plan start-up costs and shifts in net operating rules. Others are simpler, such as meeting your tax deduction deadline for filing and understanding which purchases are tax deductible ..read more

Many of our clients are being bombarded with radio advertising, spam emails, and other marketing pitches ..read more

Whether you are running a small business or just managing your household finances, understanding some key principles and terms of the accounting world can help you make smarter financial decisions ..read more

Financial fraud and financial statement fraud can be a major threat to your personal finances. It is important to be aware of the potential red flags that may indicate fraudulent activities ..read more

Throughout our various engagements with Community Associations, and our ongoing conversations with Board Members and management personnel, some of the most common questions pertain to income taxes. These include ..read more

Taxes are an inevitable part of life, but that doesn't mean you can't employ legitimate strategies to reduce your tax liability and keep more of your hard-earned money. By minimizing your taxable income through strategic planning and smart financial moves, you can save a significant amount on your tax bill. In this blog post ..read more

One of the key reasons why estate planning is important is to have control over who receives your assets. Without a clear plan in place, the distribution of your estate may be subject to interstate laws, which vary by jurisdiction. This could result in unintended beneficiaries receiving a portion of your assets or leaving loved ones without the resources they need ..read more