Insights
Insight and analysis from the Pease Bell team — on tax, audit, accounting, and the industries we serve.
-
Client Accounting Services: What CAS Means for Your Business
Client accounting services (CAS) provide real-time financial management and outsourced bookkeeping at a fraction of in-house costs.
-
Lifetime Gift Tax Exemption
The lifetime gift tax exemption rose to $15 million per individual in 2026 and is now permanent. Learn how to use it strategically to…
-
Holiday Scams: How to Protect Yourself From Fraud
Holiday scams cost consumers billions yearly. Learn to spot shopping fraud, phishing, gift card scams, and charity fraud this season.
-
CMS Long-Term Care Staffing Rule: Repealed in 2026
The CMS long-term care staffing rule was repealed in February 2026. Learn what changed, what still applies, and what operators should do now.
-
Year-End Tax Planning: How to Cut Your Tax Bill Now
Year-end tax planning can lower your business and individual tax bill. Use this checklist of deductions, credits, and strategies before December 31.
-
Auditing Accounting Estimates
SAS 143 changes how auditors evaluate accounting estimates. Learn what estimates appear in financial statements and how to prepare for increased scrutiny.
-
Vendor Risk Management
Vendor risk management helps organizations mitigate third-party threats. Learn the onboarding, assessment, monitoring, and termination process.
-
M&A Activity: What Buyers and Sellers Need to Know
Mergers and acquisitions activity has shifted from pandemic highs. Learn what’s driving M&A deal valuations, buyer appetite, and seller strategy in the current market.
-
AI Risks Professional Service Firms Must Address Now
AI risks threaten professional service firms through hallucinations, liability gaps, and lack of regulation. Learn how to mitigate them.