Insights Gallery

February 2023 Newsletter

February 2023 Newsletter

Tax season is upon us. Please review information related to tax filings, changes to our email domains and other valuable information...
Updated guidance on the Clean Vehicle Tax Credit program

Updated guidance on the Clean Vehicle Tax Credit program

Since the Inflation Reduction Act of 2022 was signed into law, there has been confusion surrounding some of the new requirements for the Clean ...
Expired and expiring tax provisions that may impact you and your business

Expired and expiring tax provisions that may impact you and your business

The Tax Cuts and Jobs Act of 2017 made several sweeping changes to the tax code. However, many provisions contained a “sunset” or expiration ...
Estate planning considerations for blended families

Estate planning considerations for blended families

When two people with children from previous relationships get married, they form a blended family. While this can create a unique and loving ...
Planning for Social Security retirement benefits

Planning for Social Security retirement benefits

Planning for Social Security benefits is an important task for those nearing retirement. Learn about Social Security, how to maximize your ...
January 2023 Newsletter

January 2023 Newsletter

Happy New Year! Take a few minutes to review tax filing deadlines, and other valuable information...
Does your company need an employee benefit plan audit?

Does your company need an employee benefit plan audit?

An employee benefit plan audit is a periodic and independent examination of a company’s benefit plans that are subject to ERISA. If your ...
Bonus depreciation phase-out begins January 2023

Bonus depreciation phase-out begins January 2023

100% Bonus depreciation is a tax provision that allows businesses to deduct the cost of certain qualifying property in the year it is placed in ...
FASB Proposes Changes to Lease Accounting Rules

FASB Proposes Changes to Lease Accounting Rules

The Financial Accounting Standards Board recently issued a proposed Accounting Standards Update for Leases (Topic 842). The update addresses ...
Major provisions of the Inflation Reduction Act of 2022

Major provisions of the Inflation Reduction Act of 2022

In August 2022, President Biden signed the Inflation Reduction Act (IRA) into law. Learn about the major provisions related to climate, energy, ...
December 2022 Newsletter

December 2022 Newsletter

The end of the year is fast approaching! Please review the article below regarding tax planning considerations and call us so we can discuss ...
Year-end estate & gift planning considerations

Year-end estate & gift planning considerations

The end of the year is fast approaching, and with it comes the opportunity to reassess your tax and financial circumstances. Learn about ...
IRS issues inflation adjustments to tax rates and limitations for 2023

IRS issues inflation adjustments to tax rates and limitations for 2023

The Internal Revenue Service announced that it will be making adjustments for inflation to several key tax provisions for 2023. Learn about the ...
Employee or Independent Contractor?

Employee or Independent Contractor?

It's important to correctly classify your workers as either employees or independent contractors. Incorrectly classifying workers can have ...
Avoid quiet quitting by keeping employees engaged

Avoid quiet quitting by keeping employees engaged

Many employers struggle to keep their workers engaged and suffer from quiet quitting. Learn about strategies to keep your employees engaged and ...