Business Interest Deduction Limitation of Section 1063(j)

   INSIGHTS Business Interest Deduction Limitation of Section 1063(j) by Meaghan E. Greydanus, CPA ARTICLE | February 03, 2025 The Tax Cuts and Jobs Act (TCJA) presents a notable change from prior law regarding a company’s ability to deduct business interest for tax...

Donor-Advised Fund vs. Private Foundations

   INSIGHTS Donor-Advised Fundvs. Private Foundations by Teresa Durbin, CPA, Meaghan E. Greydanus, CPA and Chad VanDyken, CPA ARTICLE | February 03, 2025 What is a Donor-Advised Fund? A donor-advised fund (DAF) is a charitable giving vehicle owned and controlled by a...

Research & Experimentation Tax Credit

   INSIGHTS Research & Experimentation Tax Credit by Meaghan E. Greydanus, CPA ARTICLE | January 31, 2025 Research & Experimentation (R&E) tax credit (also known as Research & Development tax credit) results in permanent tax savings when a taxpayer...

Common Estate Planning Mistakes and Questions to Consider

   INSIGHTS Common Estate Planning Mistakes and Questions to Consider by Chad VanDyken, CPA ARTICLE | January 22, 2025 Estate planning can be filled with many uncertainties. Avoiding these common estate planning mistakes can bring peace-of-mind and can help ensure...