Insights & News

Can I Claim a Home Office Deduction During COVID?

By Devin Witt | August 11, 2020

Many of us have rearranged, redecorated, or reimagined our homes to convert them into office spaces…

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Annuities: Know the Pros and Cons

By BPW | July 29, 2020

Some love annuities, some hate them, but there’s no denying that many find them useful, and…

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Is It Time to Move Off of QuickBooks?

By Stephen Korosy | July 21, 2020

QuickBooks is an excellent and cost-effective solution for small businesses, maybe even midsize businesses. But your…

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When is My Capital Gains Rate 0%?

By Gisela Rodriguez | July 16, 2020

With a tax planning opportunity for just about everything, seeking to pay 0% on capital gains…

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Tax Considerations for Today’s Mergers & Acquisitions

By Jacob Sheffield, CPA, MST | July 10, 2020

In the midst of continued uncertainty oscillating in the global market, opportunities emerge in times of…

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SBA Stimulus Funding May Prompt Single Audit

By Tracey Solomon | June 20, 2020

In a rapid emergency response to the global pandemic, the federal government rolled out the Coronavirus…

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FASB Grants Delay for Revenue Recognition and Leases Standard

By Danna McGrew | June 16, 2020

In a recent and welcomed move, the Financial Accounting Standards Board (FASB) approved a one-year deferment…

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Congress Loosens PPP Loan Restrictions

By BPW | June 9, 2020

Congress recently passed legislation to loosen some of the restrictions that came with the popular Payroll…

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Stimulus Payments Being Sent as Visa Debit Cards

By Crystal Knepler, CPA | May 25, 2020

The Internal Revenue Service has been distributing Economic Impact Payments to taxpayers across the nation since…

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Do You Need a Will and a Trust?

By BPW | May 22, 2020

Everyone wants to protect their families, even after they pass from this world. That’s the purpose…

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The Essentials of Cloud-Based Accounting Software

By Stephen Korosy | May 14, 2020

“Siri, what is my year-to-date net income?” This is where technology is going. Are you on…

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The CARES Act: Big Changes to Retirement Plans

By Kathleen Donelan-Maher | May 6, 2020

Let’s talk retirement planning. How should retirement accounts be handled after the big changes seen in…

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