Insights
Insight and analysis from the Pease Bell team — on tax, audit, accounting, and the industries we serve.
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Maximize Flexibility and Minimize Trust and Estate Taxes with a 642(c) Election
Trusts and estates often make charitable contributions as part of their administration. When done thoughtfully, these contributions can provide not only philanthropic impact but…
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HUD Introduces Express Lane for Section 232 Applicants
Streamlined review process available to high-performing operators HUD recently rolled out a new Express Lane option for certain Section 232 mortgage insurance applications a…
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Unmasking Fraud Lessons from North Korean Remote IT Worker Scheme
Two weeks ago, I was fortunate enough to attend the first ever SmileyCon hosted by TrustedSec. The conference featured keynotes from Diamond Dallas Page…
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What Happens in Vegas
“What happens in Vegas, stays in Vegas”. Unless your company pays for you to go source new leads, referral partners, and inspiration for services…
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IRS Layoffs and How it Impacts Taxpayers
The Trump Administration has directed the Internal Revenue Service to draft plans to cut its workforce by as much as half through a mix…
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House Bill 1301
New House Bill H.R.1301 has been introduced in Congress, proposing the elimination of estate and generation-skipping transfer taxes. This bill, if passed, would completely…
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Considerations for Required Minimum Distributions
More than half of Americans have retirement accounts such as 401(k) or traditional IRAs, but many aren’t aware of the Required Minimum Distribution (RMD)…
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What to Look for in an Accounting Software
When choosing accounting software for your business, there are several important factors to consider. Here’s a breakdown of what to look for: 1.…
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529 Plan Conversion to Roth IRA
Historically, 529 plans – a tax advantaged education savings account – were considered a restrictive planning tool, limiting account holders to one of two…