Steps to Take After the Death of a Spouse

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

Smart year-end tax moves for businesses

   INSIGHTS Smart year-end tax moves for businesses by Meaghan Greydanus, CPA ARTICLE | November 15, 2024 As the year winds down, it’s a great time for small business owners to start thinking about taxes. Taking some proactive steps now can make a significant...
Key conversations to have with your CPA

Key conversations to have with your CPA

   INSIGHTS Key conversations to have with your CPA by Tanya Silves, CPA, Partner, Tax Director ARTICLE | October 14, 2024 When you schedule a meeting with a CPA, you’re already making a smart move toward better financial management. But to get the most value for your...