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...