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...

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...

Trust Basics

   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)....