News and Updates

Executing a Successful Workplace Return

Over the last few years, "The Office" has made a comeback—not the long-running TV sitcom but the...

Tax-Smart Way to Hold Investment Real Estate

Real estate can be an attractive long-term investment. But the legal entity you select to own...

8 Steps Toward Enhanced Financial Security

During uncertain times, you may be concerned about the effects world events will have on your...

Investigate Operations Before Signing an Employment Contract

When considering joining or merging with a medical practice, you need to perform a due diligence...

Business Owners: Failure to Substantiate Donations Can Be Costly

Charitable donations can provide businesses with significant tax savings. But for gifts over a...

Top 10 Tax Breaks to Consider on Extended Returns

If you requested an extensionfor your 2023 federal income tax return, you have until six months...

Computing Tax Basis Counts when Selling a Highly Appreciated Home

Residential real estate prices in many markets have surged over the last few years. As a homeowner,...

IRS Issues New Final Regs on RMDs

The IRS has just released final regulations on required minimum distributions (RMDs) from qualified...

How to Protect Your Business from Payroll Fraud Schemes

Payroll fraud is a threat to any business that pays employees or contractors. Unfortunately, this...

Savvy Homebuying Option: Take Out a 401(k) Loan, Then Recast Your New Mortgage

Are you in the market to buy a new home? If you already own a home, most of your liquidity may be...