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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.
Navigating State Tax Credits and Incentives for Business Expansion
Written by: Jonathan C. Hitter, CPA, MST, CGMA Navigating through various financial strategies is essential for any business owner aiming to enhance profitability and ensure sustainable growth. These financial benefits, offered by state governments, are designed to spur economic development…
Employee Retention Credit: Prompt Response Necessary as IRS Sharply Increases Compliance Action Through Taxpayer Audits
Written By: Jonathan C. Hitter, CPA, MST, CGMA To combat a wave of frivolous employee retention credit (ERC) claims, the IRS has sharply increased compliance action through audits and criminal investigations, with more activity planned in the future. In this…
Strategies for Managing Capital Gains in Business
Written by: Jonathan O. Yorks, CPA Navigating the realm of capital gains and optimizing tax outcomes require strategic thinking and informed decision-making. Understanding and employing effective capital gains tax strategies is crucial for businesses contemplating asset sales or long-term investments.…
The Role of Tax Planning in Sustainable Business Growth
Written by: William Cooper, CPA For many business owners, taxes often represent a hurdle to clear rather than a strategic asset to leverage. However, those who look beyond mere compliance can unlock the transformative power of tax planning as a…
Writing Off Abandoned Project Costs for Real Estate: A Guide for Maximizing Deductions
Written by: Michael Cooper, CPA In the dynamic world of real estate development, not every project reaches completion. Changes in market conditions, regulatory landscapes, or project viability can lead to the difficult decision of abandoning a project. While such situations…
Navigating the Massachusetts Millionaire’s Tax: Implications for High-Net-Worth Individuals with Multi-State Real Estate
Written by: Jonathan C. Hitter, CPA, MST, CGMA and Angela Parziale, CPA, MST The Massachusetts Millionaire’s Tax, a significant fiscal policy aimed at taxing the state’s wealthiest individuals, has become a pivotal factor for high-net-worth individuals (HNWIs) considering their residency…
Preparing for Change: Strategic Tax Planning for High-Income Earners Ahead of TCJA Sunset Provisions
Written by: Stephen Candelario, CPA As key provisions of the Tax Cuts and Jobs Act (TCJA) approach sunset, high-income earners find themselves at a pivotal moment. Post-2025, several advantageous provisions are set to expire. This article explores the significant changes…
5 Strategies for Multigenerational Wealth Management
Written by: Jordan Yorks In the intricate dance of wealth management, transferring assets across generations is a pivotal movement. High-net-worth families, in particular, face unique challenges and opportunities when preparing for this significant transition. This article outlines five foundational steps…
2024 Asset Management Forecast: 5 Predictions for the Year Ahead
As high-interest rates and investor uncertainty continue to hamper the market, now is the time for asset management firms to reinvest in their practices. Lessons learned from past bear markets show that asset managers who take time during a slowdown…
Maximizing QCDs for Strategic Giving and Tax Benefits
In the landscape of financial planning and tax optimization, Qualified Charitable Distributions (QCDs) stand out as a powerful mechanism for individuals looking to enhance their philanthropic impact while optimizing their tax situation. This article delves into the core of QCDs,…
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