Distribution – Page 3

Audit & Assurance, Tax Advisory, Transaction Advisory

One Big Beautiful Bill Act: Impact on U.S. Energy Projects

The One Big Beautiful Bill Act imposes new tax credit deadlines, FEOC restrictions, and fossil fuel incentives that reshape U.S. energy project development starting…

October 31, 2025

Client Accounting, Tax Advisory

642(c) Election: Reduce Trust and Estate Taxes

The 642(c) election lets fiduciaries deduct charitable contributions made after year-end against the prior year’s trust or estate income, reducing taxes and increasing flexibility.

July 24, 2025

Tax Advisory

Required Minimum Distributions: Rules and Tax Strategies

Required minimum distributions start at age 73. Learn the RMD rules, deadlines, and tax strategies to reduce your retirement withdrawal burden.

February 27, 2025

Client Accounting, Tax Advisory

529 Plan Conversion to Roth IRA

Learn how to convert 529 plan funds to a Roth IRA under the SECURE 2.0 Act, including the 15-year rule and $35,000 lifetime limit.

January 30, 2025

Audit & Assurance, Client Accounting, Tax Advisory

Ohio Tax eServices: A Guide for Ohio Business Owners

Ohio Tax eServices is the state’s online portal for filing, paying, and managing business and individual taxes in one secure dashboard.

October 29, 2024

Audit & Assurance, Client Accounting, Cost Report Preparation, HUD, Tax Advisory

HUD Section 232: Post-Closing Compliance Guide

Master HUD Section 232 post-closing rules: surplus cash, escrow deposits, and replacement reserves explained for borrowers.

September 27, 2024

Audit & Assurance, Client Accounting, Cost Report Preparation, HUD, Tax Advisory, Transaction Advisory

HUD Section 232 Post-Closing Compliance

HUD Section 232 post-closing compliance covers lease payments, bank accounts, surplus cash rules, and escrow requirements. Learn what property owners must do after closing.

July 31, 2024