Donor-Advised Fund vs. Private Foundations

by | Feb 3, 2025

   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

by | Jan 31, 2025

   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...

Trust Basics

by | Jan 10, 2025

   INSIGHTS Trust Basics by Chad VanDyken, CPA ARTICLE | January 10, 2025 A trust is a fiduciary relationship created by an individual (trustor) in which one person (the trustee) holds assets (in a separate legal entity) for the benefit of another (the beneficiary)....

Business Entity Comparison

by | Jan 10, 2025

   INSIGHTS Business Entity Comparison by Meaghan E. Greydanus, Partner ARTICLE | January 10, 2025 Selecting the entity type for your business is an important decision. There are various reasons why one may be a better choice than another. We can help you weigh the...

Specialized Services for Wineries

by | Jan 7, 2025

   INSIGHTS Helping You Grow by Meaghan E. Greydanus, CPA Who We Serve In today’s business environment, the opportunities and challenges facing wineries requires a specialized level of experience. Whether it’s vulnerable growing conditions, dependence on distributors...