Strategic depreciation practices for tax savings

   INSIGHTS Strategic depreciation practices for tax savings by Meaghan Greydanus, CPA, MPACC ARTICLE | May 29, 2024 Nearly every business asset, from machinery to office equipment, inevitably faces obsolescence. Technology advances, operational needs change, and...

2024 Update: waiver of RMDs for inherited IRA beneficiaries

   INSIGHTS 2024 Update: Waiver of RMDs for Inherited IRA Beneficiaries by Chad VanDyken, CPA, CFP® ARTICLE | May 02, 2024   The IRS recently issued Notice 2024-35, which provides significant relief for certain beneficiaries of inherited IRAs. This notice waives...
Planning to downsize? Three tax considerations for retirees

Planning to downsize? Three tax considerations for retirees

   INSIGHTS Planning to downsize? Three tax considerations for retirees by Kevin DeYoung, CPA, AEP & Partner ARTICLE | April 26, 2024 For many retirees, downsizing their homes isn’t just a choice—it’s a strategic move toward a more manageable and financially...