2025 Identity Theft Checklist

   INSIGHTS 2025 Identity Theft Checklist Action Steps for Recovery from Identity Theft Identity theft is an evolving global threat. We understand your concerns with identity theft and take every precaution to keep your personal information safe. There are numerous...

Important Update: Upcoming Changes to Estate and Gift Tax

   INSIGHTS IMPORTANT UPDATE: Upcoming Changes to Estate & Gift Tax by Kevin DeYoung, CPA, AED, Chad VanDyken, CPA, CFP®, and Marv Tjoelker, CPA, CFP® ARTICLE | October 2, 2024 The following information provides an overview to changes in tax laws that could...

Renouncing Your U.S. Citizenship

   INSIGHTS Renouncing Your U.S. Citizenship by Kristi Taylor, CPA ARTICLE | September 19, 2024 The number of Americans who are voluntarily giving up their citizenship is at a record high and continues to increase each year. If you’ve decided to renounce your...

Strategic depreciation practices for tax savings

   INSIGHTS Strategic depreciation practices for tax savings by Meaghan Greydanus, CPA, MPACC ARTICLE | May 29, 2024 Nearly every business asset, from machinery to office equipment, inevitably faces obsolescence. Technology advances, operational needs change, and...