Charles R. Kennedy, CPA, MBA Vice President & Director of Tax Services Complex rules govern excess business loss deductions, so claiming this deduction may not be as simple as it sounds. But that depends a lot on your income, filing status and other circumstances....
Kevin J. Bonnett, CPA Vice President & Director If you haven’t already changed your workplace retirement plan salary deferral for 2025, now is the time to do it. Several changes have been made to retirement plan contribution limits for this year, reflecting...
Kevin J. Bonnett, CPA Vice President & Director of Employee Benefit Services The “SECURE 2.0” Act enacted in 2022 continues to introduce significant changes each year to the rules around retirement plan savings, and 2025 is no different. SECURE 2.0 (so-called...
Jayme F. Moore, CPA Vice President & Director When it comes to CPA services relative to your nonprofit organization’s financial statements, do you know what you’re getting for your money? Or what you’re missing? With the recent change in Massachusetts state...
Sean S. McNeil, CPA, MBA Accounting & Auditing Director No one wants to think of their employees stealing from the organization, but if you find that one of your organization’s employees has made significant personal purchases on a credit card you’ve provided for...
