Opportunity Zone

   INSIGHTS Opportunity Zone by Teresa Durbin, CPA and Meaghan E. Greydanus, CPA ARTICLE | February 03, 2025 The 2017 Tax Cuts and Jobs Act provided a new initiative, referred to as Opportunity Zones, to motivate private investment in underdeveloped and economically...

Qualified Charitable Distribution

   INSIGHTS Qualified Charitable Distribution by Teresa Durbin, CPA and Meaghan E. Greydanus, CPA ARTICLE | February 03, 2025 Many nonprofit organizations across the country rely on donations to support their operations. These funds not only support worthy causes in...

Cost Segregation Study

   INSIGHTS Cost Segregation Study by Meaghan E. Greydanus, CPA ARTICLE | January 27, 2025 An often-overlooked tax-savings opportunity is accelerated depreciation of costs associated with the construction, renovation or purchase of a new building or real estate. By...

2025 Retirement Plan Comparison Chart for Businesses

   INSIGHTS 2025 Retirement Plan Comparison Chart for Businesses by Meaghan E. Greydanus, Partner, CPA ARTICLE | January 21, 2025 Plan Comparison Questions?Call us today for more information on the different retirement plans available as a benefit to your employees....

Personal Financial Planning Basics

   INSIGHTS Personal Financial Planning Basics by Chad Van Dyken, CPA, CFP™  ARTICLE | January 10, 2025 Creating and following your long-term financial roadmap can be daunting, even during stable times. In an economic environment that is constantly in flux, staying on...