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...

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...
Important BOI Updates!

Important BOI Updates!

   INSIGHTS Appeals court reinstates injunction that halts BOI enforcement ARTICLE | December 27, 2024 On Thursday December 26th, the Fifth Circuit Court of Appeals reinstated a nationwide injunction halting enforcement of BOI reporting requirements. This decision...

Washington State Mandates Retirement Plans by 2027

   INSIGHTS Washington State mandates retirement plans by 2027 by Bethany Andrew and Lydia Peterson ARTICLE | December 16 , 2024   Washington State’s “Washington Saves” program, set to be fully implemented by July 1, 2027, requires all...