TAX PLANNING & PREPARATION

TAX PLANNING & PREPARATION

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Consulting and Planning

Accounting, Payroll and Tax Tips, Advice and News

Learn something new when you subscribe to our podcast, e-invites to webinars, and interesting blog articles to help you navigate the financial landscape.

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Article

Tonya Raths

April 2, 2025

6 essential tips for small business payroll tax compliance

Staying compliant with payroll tax laws is crucial for small businesses. Mistakes can lead to fines, strained More

Article

Mitchell Erickson

March 18, 2025

Beneficial ownership information (BOI) reporting requirements suspended for domestic reporting companies

The twisty journey of the Corporate Transparency Act’s (CTA’s) beneficial ownership information (BOI) reporting More

Article

Stacey Seviola

March 18, 2025

Turning stock downturns into tax advantages

Have you ever invested in a company only to see its stock value plummet? (This may become relevant in light of More

Article

Jennifer Lownsbury

March 10, 2025

Exploring business entities: Is an S corporation the right choice?

Are you starting a business with partners and deciding on the right entity? An S corporation might be the best More

Article

Mitchell Erickson

March 6, 2025

The tax treatment of intangible assets

Intangible assets, such as patents, trademarks, copyrights and goodwill, play a crucial role in today’s businesses. More

Expert

March 4, 2025

Virtual CFO Expert, Kelly O’Farrell, CPA, CVA, CBEC

Our Virtual CFO expert, Kelly O’Farrell, helps businesses customize services to fit your business and More

Expert

March 4, 2025

Business Advisory Services Expert, Kelly O’Farrell, CPA, CVA, CBEC

Whether evaluating your business growth plan or guiding you through a significant change in your company structure More

Expert

March 4, 2025

Transaction Advisory Expert, Kelly O’Farrell, CPA, CVA, CBEC®

Our transaction advisory services expert, Kelly, helps small business owners during every phase of a transaction.More

Article

Larry Stulen

March 4, 2025

The 2024 gift tax return deadline is coming up soon

If you made significant gifts to your children, grandchildren or other heirs last year, it’s important to determine More
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