Webinar | Estate Planning & Tax Law Changes for High Net Worth Families

Learn about the significant impact of proposed tax law changes, including the elimination of current strategies and increasing tax rates on high net worth clients and their wealth planning. Join us Thursday, December 5, 2024 at 11AM EST.

2024-11-15T09:54:40-05:00November 11, 2024|Categories: Events, Tax: Individual, Wealth Management, Webinar|Tags: , , |

Ethical Assurance in the Age of ESG: How CPAs Can Provide Assurance on Social Responsibility and Governance

Though ESG disclosures are not yet a mandatory part of most financial audits, businesses are increasingly seeking assurance services from CPAs to verify the accuracy and reliability of these reports. Learn how in this new era, CPAs have a vital role to play.

2024-11-22T07:50:33-05:00November 7, 2024|Categories: Audit & Assurance, Government Contracting|Tags: |

External Environmental Risks in Nonprofits: Navigating Economic, Political, and Natural Challenges

External environmental risks are inevitable, but with proactive planning and adaptability, nonprofits can continue to thrive despite economic downturns, political changes, or natural disasters. Learn how to mitigate these risks and remain resilient in the face of uncertainty.

2024-11-14T15:23:54-05:00November 6, 2024|Categories: Not-for-Profit, Risk Advisory|Tags: |

Understanding Operational Risk in Nonprofits: Key Challenges and How to Address Them

Learn about the unique set of operational risks that nonprofit organizations face and how they can significantly impact their ability to serve their communities and achieve their mission.

2024-11-11T14:18:09-05:00November 5, 2024|Categories: Not-for-Profit, Risk Advisory|Tags: , |

IRS Extends tax Deadlines for Hurricane Milton Victims in Florida

IRS grants disaster relief to taxpayers located in certain Florida counties. Affected taxpayers have until May 1, 2025, to file returns and make payments.

2024-10-29T16:19:51-04:00October 28, 2024|Categories: Tax: Business, Tax Alert, Tax: Individual|Tags: |

Top 5 Tax Considerations for Franchise Owners

Tax planning is a critical piece of managing a franchise; however, many franchise owners simply don’t have the time or background knowledge to adequately or strategically tackle the tax implications of owning a franchise. Learn about 5 of the most important and commonly overlooked tax considerations impacting franchisees and provide practical steps you can take to begin optimizing your tax situation.

2024-10-22T13:55:41-04:00October 22, 2024|Categories: Franchise, Tax: Business|Tags: |

The Future of the SALT Cap: Ways You Can Prepare Now for Potential Scenarios

The SALT deduction's future is uncertain ahead of its scheduled sunset at the end of 2025. Here's how taxpayers can prepare for potential outcomes.

2024-10-21T12:13:04-04:00October 18, 2024|Categories: Tax: State & Local|Tags: |

Mitigating Governance and Leadership Risks in Nonprofits: Strengthening Foundations for Long-Term Success

In the nonprofit world, governance and leadership are the cornerstones of organizational success. Learn about some common governance and leadership risks that nonprofits must address to ensure long-term sustainability.

2024-10-17T14:35:23-04:00October 17, 2024|Categories: Not-for-Profit, Risk Advisory|Tags: , |

SECURE 2.0 Act – Increased Involuntary Cash-Out Limit to $7,000

Learn about the SECURE 2.0 involuntary cash out limit increase. Effective for distributions after December 31, 2023, SECURE 2.0 allows the plan sponsor to increase the cash-out limit to $7,000 from the previous limit of $5,000.

2024-10-16T14:05:02-04:00October 16, 2024|Categories: Retirement|Tags: |

Understanding Financial Risk in Nonprofits: Navigating Challenges for Long-Term Sustainability

Financial risks are an unavoidable reality for nonprofit organizations, but with strategic planning and a proactive approach, these risks can be managed effectively. Learn how your organization can address these risks head-on to achieve long-term sustainability and make an even greater impact.

2024-10-17T14:29:38-04:00October 15, 2024|Categories: Not-for-Profit, Risk Advisory|Tags: , |
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