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)....

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...

2025 Retirement Plan Comparison Chart for Businesses

by | Jan 1, 2025

   INSIGHTS 2025 Retirement Plan Comparison Chart for Businesses by Meaghan E. Greydanus, Partner, CPA ARTICLE | January 21, 2025 Plan Comparison Questions?Call us today for more information on the different retirement plans available as a benefit to your employees....

Opportunity Zone

by | Jan 1, 2025

   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...

Tips to Help You Plan Your Charitable Giving

by | Dec 10, 2024

   INSIGHTS Tips to Help You Plan Your Charitable Giving by Rachel Myers and Kevin De Young ARTICLE | December 10, 2024 December is often a time when we make charitable gifts to support the causes that are important to us. As you approach those decisions, it can be...