Specialized Services for Wineries

   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

   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

   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

   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...

Charitable Contributions: What is and Isn’t Deductible

   INSIGHTS Charitable Contributions: What Is and Isn’t Deductible by Teresa Durbin, CPA Many nonprofit organizations across the country rely on donations to support their operations. These funds not only support worthy causes in our community but may provide a tax...