Newsletters and Guides
Newsletters
Tax+Business Alert – September 17th, 2024
View and sign up for our latest Tax+Business Alert newsletter. Headlines in this edition include the following: Navigating Tax Complexities: ...
Legacy Insights – September 10th, 2024
View and sign up for our latest Legacy Insights newsletter. Headlines in this edition include the following: Assets with Sentimental ...
Tax+Business Alert – September 3rd, 2024
View and sign up for our latest Tax+Business Alert newsletter. Headlines in this edition include the following: Understanding Taxes on ...
Nonprofit Connection Newsletter: August 2024
In this August 2024 Nonprofit Connection newsletter, our CPAs provide updates and coverage of the following topics: Segregation of Duties ...
Tax+Business Alert – August 20th, 2024
View and sign up for our latest Tax+Business Alert newsletter. Headlines in this edition include the following: IRS Issues Final ...
Tax+Business Alert – August 6th, 2024
View and sign up for our latest Tax+Business Alert newsletter. Headlines in this edition include the following: Closing a Business ...
Tax+Business Alert – July 23rd, 2024
View and sign up for our latest Tax+Business Alert newsletter. Headlines in this edition include the following: If Your Business ...
Tax+Business Alert – July 9th, 2024
View and sign up for our latest Tax+Business Alert newsletter. Headlines in this edition include the following: SECURE 2.0: Which ...
Tax+Business Alert – June 25th, 2024
View and sign up for our latest Tax+Business Alert newsletter. Headlines in this edition include the following: Figuring Corporate Estimated ...
Tax+Business Alert – June 11th, 2024
View and sign up for our latest Tax+Business Alert newsletter. Headlines in this edition include the following: Inflation Enhances the ...
Guides
2025 Key Tax Fact Sheet
Download our 2025 Key Tax Fact Sheet to ensure you’re up to date. Rates included: Social Security, Medicare and Federal ...
Employee Benefit Plan and IRA Quick Reference Table
The Internal Revenue Service has announced the cost-of-living adjustments applicable to dollar limitations for various qualified retirement plans and other ...
2024 Key Tax Fact Sheet
Download our 2024 Key Tax Fact Sheet to ensure you’re up to date. Rates included: Social Security, Medicare and Federal ...
2023-2024 Tax Planning Guide
View our 2023-2024 Tax Planning Guide to ensure you’re up to date. Rates included: 2023 Tax Climate Introduction - 2 ...
2023 Key Tax Fact Sheet
Download our 2023 Key Tax Fact Sheet to ensure you’re up to date. Rates included: Social Security, Medicare and Federal ...
2022 Key Tax Fact Sheet
Download our 2022 Key Tax Fact Sheet to ensure you’re up to date. Updated to include 7-1 mileage rate. Rates ...
Employee Retention Credit (ERC): Quick Reference Guide
Congress has issued new legislation to help struggling employers and individuals. One key component, in the Consolidated Appropriations Act (CAA) ...
Recommended Record Retention Schedule
View and/or print our recommended record retention schedule by clicking here. Download Here ...
2021 Key Tax Fact Sheet
Download our 2021 Key Tax Fact Sheet to ensure you’re up to date. Rates included: Social Security, Medicare and Federal ...
Not-for-Profit: Revenue Recognition Standard
In May 2014, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2014-09 - Revenue from Contracts with ...
Lease Standard Effects on Lessee
In February 2016, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2016-02 – Leases (Topic 842) which ...
2019 Key Tax Fact Sheet
Download our 2019 Key Tax Fact Sheet to ensure you’re up to date. Rates included: Social Security, Medicare and Federal ...
General Business: Revenue Recognition Standard
The recognition of revenue under current accounting standards requires the consideration of two factors; being realized or realizable and being ...
Manufacturers: Revenue Recognition Standard
The recognition of revenue under current accounting standards requires the consideration of two factors; being realized or realizable and being ...
Retailers: Revenue Recognition Standard
The recognition of revenue under current accounting standards requires the consideration of two factors; being realized or realizable and being ...
Contractors: Revenue Recognition Standard
The recognition of revenue under current accounting standards requires the consideration of two factors; being realized or realizable and being ...
Financial Institutions: Revenue Recognition Standard
The recognition of revenue under current accounting standards requires the consideration of two factors; being realized or realizable and being ...
Guide: Travel Expense Deductions
Many taxpayers have the same question when it comes to travel, meal, and vehicle expenses. "These expenses are tax-deductible, right?" ...
Guide: Exercising Corporate Due Diligence
Proper due diligence ensures the benefits of the business structure will be upheld if challenged from a legal or tax ...