North Carolina budget passes with tax cuts and other modifications

North Carolina passes budget almost three months after fiscal year begins with new taxes, accelerated tax cuts and other taxpayer-friendly provisions.

2025-01-31T10:13:35-05:00October 3, 2023|Categories: Tax: Business, Tax: Individual|Tags: |

Employee Retention Credit Processing Halted by the IRS Amid Widespread Fraud

On September 14 2023, the IRS halted all new employee retention credit claims to combat rampant tax fraud. If a business has an open ERC refund claim, they are strongly encouraged to evaluate their eligibility with a professional tax advisor.

2024-02-29T14:55:06-05:00October 2, 2023|Categories: Tax Alert, Tax: Business|Tags: |

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: |
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