Issues to Consider When Updating Estate Planning Documents

Life can bring about swift changes, causing your estate documents to fall out of sync with your current circumstances. We can help you assess crucial factors when updating your estate planning.

2023-09-28T08:25:44-04:00September 28, 2023|Categories: Estate and Trust, Wealth Management|

Accounting Outsourcing for Not-for-Profit Organizations

Struggles within a not-for-profit's accounting department drain time and resources that could be used to focus on achieving the core mission of the organization. Outsourced accounting can be a powerful solution.

2023-09-28T11:48:27-04:00September 27, 2023|Categories: Cloud Accounting, Not-for-Profit|Tags: |

Best Practices: Internal Controls for Grants

As our government clients work to safeguard grants and comply with Office of Management and Budget (OMB) requirements, strategic planning for internal controls is critical.

2023-09-26T13:40:25-04:00September 26, 2023|Categories: Audit & Assurance, State and Local Government|Tags: , |

How Do I Complete a W-8BEN-E Form? … and What Is It?

If you are reading this article you have likely been tasked to complete the 30 Part, 8 page IRS form filled with mystifying acronyms. We feel your pain. The key takeaway is that you can save on tax and paperwork grief by completing this correctly.

2023-09-25T13:24:01-04:00September 25, 2023|Categories: Tax: Business, Tax: International|Tags: |

3 Benefits of Outsourcing Your Accounting and Finance Function

More than half of today’s organizations plan to outsource more business processes than they keep internally. Why? Because building and securing a competent finance and accounting team is becoming increasingly important for companies in today’s uncertain and ever-evolving landscape.

2023-11-01T08:49:08-04:00September 22, 2023|Categories: Cloud Accounting|Tags: |

What to Do if You Filed an Employee Retention Credit Claim with the IRS

ERC submissions are under scrutiny by the IRS due to a surge in questionable claims. Are you confident your claim meets the eligibility requirements and can stand up to a potential audit?

2023-09-21T09:53:30-04:00September 21, 2023|Categories: Tax: Business|Tags: |

How to Maximize Your Social Security Benefits

To maximize your Social Security benefits, there are decisions and considerations to take into account such as: when to begin collecting, tax implications, spousal benefits, and how social security benefits relate to eligibility for Medicare and disability benefits.

2023-09-18T11:14:34-04:00September 18, 2023|Categories: Wealth Management|Tags: , |
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