Unlocking Tax Benefits: Strategic Planning with Tax Credits and Incentives

Understanding the various tax credits and incentives available can assist in maximizing tax savings and strategic planning for your financial future, including year-end strategic tax planning.

Future-Proofing Your Corporation: Tackling the 1% Stock Repurchase Tax

Discover how corporations can tackle the 1% stock repurchase tax effectively. Learn about key regulations and strategic planning necessary for compliance in the upcoming year.

The Future of State Taxes: Business Impacts of New Guidelines and Court Decisions

This article explores three major areas of change in state taxes: the future implications of Public Law 86-272, emerging trends in service revenue sourcing for income tax purposes and innovative strategies for addressing both prospective and prior-year tax exposures.

Proposed Changes to the R&D Tax Credit Form 6765

Uncover how the IRS's draft for Form 6765 revisions affects R&D tax credits. Stay ahead in understanding compliance for upcoming tax years.

Transferability of Investment Tax Credits Under the Inflation Reduction Act

Uncover the mechanisms of transferring investment tax credits with the Inflation Reduction Act. A guide for tax professionals optimizing energy investments.

End-of-Year Retirement Plan Checklist

As 2024 comes to an end, retirement plan sponsors should complete these tasks to remain compliant and ensure their plan continues to meet participants' needs.

5 Questions to Ask Your Outsourced Accounting Provider to Avoid Year-end Surprises

Avoid year-end financial surprises by asking your outsourced accounting provider these 5 critical questions for transparency and accuracy.

Post-Open Enrollment Steps for 2025 Success

To optimize your post-open enrollment period and set your organization up for success in 2025, ensure your to-do list includes these essential tasks.

The next U.S. president could face a tax battle in 2025 – here’s what it means for investors

Maximize Protection with an End-of-year Risk Assessment

Ensure your business is prepared for the new year with a comprehensiverisk assessment. Identify vulnerabilities, optimize coverage and strengthen resilience.

Prepare Clients Who Are Pass-Through Investors For IRS Scrutiny, Advisors Say

7 Often Overlooked Insurance Policies Every Business Needs

Protect your business with 7 overlooked insurance policies, from cyber to flood coverage. Learn how to reduce financial risk with comprehensive protection.

1099 Filing Requirements and Deadlines for Compliance

Stay compliant with IRS regulations by learning the 1099 Filing Requirements and Deadlines. A must-know for business professionals controlling reportable income.

What’s Trending – Evolving Exit Strategies – Modern Trends Shaping Deals

Stay ahead in business with the latest exit strategy trends. Discover the essentials for strategic success in today's dynamic market landscape.

State of the Economy – An Inflection Point

Stay informed on the state of the economy at its inflection point—unravel dynamic market shifts and labor market surprises with our 2024 analysis targeting key decision-makers.