Section 174 Research Capitalization Law Change

   INSIGHTS Section 174 Research CapitalizationLaw Change by Meaghan E. Greydanus, Partner ARTICLE | January 10, 2025 The sweepingly significant Tax Cuts and Job Act (TCJA)(enacted in 2017) contained a provision not scheduled to come into effect until tax years...

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...
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...

Steps to Take After the Death of a Spouse

   INSIGHTS Steps to Take After the Death of a Loved One by Sonia S. Crowley, CPA ARTICLE | December 5, 2024 We understand that losing a spouse or loved one is an overwhelming experience, and handling the logistics and finances can feel daunting. Therefore, we have...