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Doing the research – it’s in your nature.
Read our blog to stay in the know.
Read our blog to stay in the know.
Blog
Doing the research – it’s in your nature. Read our blog to stay in the know.
Why Real Estate Developers Should Outsource Their Accounting
Written by: Todd Ellis, CPA, MST, CGMA Summary of Key Takeaways: Outsourcing your accounting function will improve your financial visibility and efficiency process efficiency. An outsourced accounting team will reduce overhead, strengthen controls, and is very scalable. A real estate-focused…
New Reporting Requirements for Distributions of Securities from Investment Partnerships
Written by: Jon Nelson, CPA, MST The IRS has recently released Form 7217, “Partner’s Report of Property Distributed by a Partnership,” as well as the accompanying instructions, reflecting a new reporting requirement for partners in investment partnerships, among others, for…
Distressed Real Estate Debt Restructuring: What Investors Need to Know
Written by: David J. Cooper, CPA and Mark Ravera, CPA Property owners and developers are facing growing financial pressure. Interest rates have more than doubled in recent years, operating costs continue to climb, and tenant demand remains inconsistent, especially for…
The “One Big Beautiful Bill” Signed Into Law—Major Tax and Policy Changes Now Official
On July 4, President Trump signed the much-anticipated “One Big Beautiful Bill Act” (OBBB) into law, following approval by both the Senate and the House of Representatives. This sweeping legislation permanently extends and reshapes many provisions of the 2017 Tax…
Debt vs. Equity Financing: Which One Fits Your Business Best?
At some point, nearly every business owner faces a common question: How do I fund the next growth stage? Whether you’re eyeing new equipment, a larger space, or need extra cash flow, choosing the right kind of financing is a…
Proactive Tax Planning for Expanding Businesses
Growth is exciting as a business owner, but it also brings added complexity to your tax situation. Expansion may mean hiring new staff, entering new markets, or investing in new assets. Without proper planning, these changes can increase your tax…
What’s in the “One Big Beautiful Bill Act”?
On May 22, 2025, the U.S. House of Representatives passed the “One Big Beautiful Bill Act” (H.R.1), a sweeping proposal to extend or modify several tax provisions originally enacted under the 2017 Tax Cuts and Jobs Act (TCJA), many of…
ERISA Fidelity Bonds: Myth Busting Five Common Misconceptions
Written by: Stephen Candelario, CPA and Jill Blumen, CPA In the complex world of employee benefit plans, fidelity bonds serve as a crucial safeguard against losses caused by financial malfeasance. Given the costs and vagaries of litigation, plan sponsors and…
The Strategic Role of Outsourced Controllership in 2025
Written by: Todd Ellis, CPA, MST, CGMA Bringing financial clarity and leadership to growing businesses—without the full-time hire. As a business owner, you must juggle operations, manage people, plan for growth, and closely monitor your financials. But in today’s environment,…
How to Plan for Succession: Preserving, Protecting, and Passing on Wealth
The key to success is to be thoroughly prepared. Succession will happen within families, but it is not always certain that it will be accomplished strategically. Succession planning calls for deliberate preparation, and it requires time— typically years or even…
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