Insights
Insight and analysis from the Pease Bell team — on tax, audit, accounting, and the industries we serve.
-
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.
-
Section 232 Express Lane: HUD’s Faster Refinancing Path
HUD’s Section 232 Express Lane cuts refinancing from 150 days to 10. Learn eligibility criteria and how to prepare your application.
-
North Korean IT Worker Fraud: Remote Hiring Lessons
Learn how North Korean IT worker fraud exploits remote hiring, what red flags to watch for in background checks, and how to protect your…
-
AI in Auditing: How One CPA Firm Cut Evidence Review Time
AI in auditing reduces evidence review time by 30 to 60 percent and improves audit quality. Learn how one mid-size CPA firm uses OCR…
-
IRS Layoffs: How Workforce Cuts Impact Taxpayers
IRS layoffs could mean longer wait times, more tax court cases, and delayed audits. Learn how IRS workforce cuts affect taxpayers and what to…
-
Estate Tax Exemption Under H.R. 1301: What the Repeal Means
H.R. 1301 proposes repealing the federal estate tax. See how it affects your estate tax exemption and what to do now.
-
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.
-
How to Choose Accounting Software: Features That Matter
Learn how to choose accounting software by evaluating automation, security, cloud access, and scalability for your business.
-
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.