2025 Identity Theft Checklist

   INSIGHTS 2025 Identity Theft Checklist Action Steps for Recovery from Identity Theft Identity theft is an evolving global threat. We understand your concerns with identity theft and take every precaution to keep your personal information safe. There are numerous...

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...

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...

Meals and Entertainment Deduction Guide

   INSIGHTS Meals and Entertainment Deduction Guide by Meaghan Greydanus, CPA ARTICLE |   Understanding the tax treatment of meals, entertainment, and related expenses remains an important part of year-end planning and expense policy design. While many of the...