Year-end tax advice for business owners and individuals

James J. DeLuca, CPA, MST Senior Tax Manager As 2024 draws to a close, it’s crucial for business owners and high net worth individuals to assess their financial situations and make strategic decisions to optimize their tax liabilities. The tax landscape can be complex...

Buy-sell agreements are crucial for multi-owner businesses

Charles R. Kennedy, CPA, MBA Vice President & Director of Tax Services The year end is a time for business owners to review many aspects of their business to ensure that their tax position, operational plans, financial management and workforce status are on track...

Coming Soon: Presidential Election and Shifting Tax Policies

Ryan J. McDonell, CPA, MSLT, MSA Tax Manager As America nears the 2024 presidential election, tax policy has taken a prominent spot in national discussions. Though neither Vice President Kamala Harris, Democrat, nor former President Donald Trump, Republican, have...

Deadline imminent for filing BOI reports

Time is running short for businesses to file their Beneficial Ownership Information reports with the U.S. Treasury Department. The deadline for filing the BOI report is December 31, 2024, for companies that were created before January 1, 2024....