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Pease Bell Posts

SOC 2 Isn’t One‑Size‑Fits‑All—Your Audit Shouldn’t Be Either


“We don’t do that… do we have to?”

The Importance of Ongoing W-9 Collection for Vendors


Collecting W-9 forms from vendors on an ongoing basis is a critical accounting and compliance practice. Maintaining accurate and up-to-date...

Controlling the narrative: The Value of Sell-Side Due Diligence


In mergers and acquisitions (M&A), sell-side due diligence has become a powerful strategic tool for maximizing value and smoothing the...

Artificial Intelligence in Transaction Advisory


Artificial intelligence (AI) is fundamentally transforming Transaction Advisory Services (TAS)

The OBBBA Act & Form 1099 Reporting


The One Big Beautiful Bill Act (OBBBA) was a sweeping piece of legislation impacting various aspects of the tax code.

The New Rules for Deducting Charitable Contributions


A goal of the 2025 Tax Act is to lower taxes for many individuals through a number of deductions such as...

Is Electing Bonus Depreciation in a year with a Net Operating Loss a Good Idea?


When purchasing fixed assets like a machine or tractor for a business utilizing IRC Section 168(k) Bonus Depreciation is a...

Re-evaluate your Anti-Fraud Protection in the AI World


In a world where AI is becoming more popular, the use of sophisticated scams is growing as well.

Important IRS Payment Changes for the 2026 Tax Year


The IRS will no longer issue or accept paper checks for federal tax payments starting January 2026.

Tax Talk - Trump Accounts - The IRA For Kids


You may have heard about “Trump accounts” and are curious what they mean — and if you’re eligible for one.

Maximizing Charitable Giving under the OBBBA


The One Big Beautiful Bill, P.L. 119-21, has changed the charitable giving landscape. Individuals, trust, and corporations...

The One Big Beautiful Bill Act: Reshaping U.S. Energy Project Development


The passage of the One Big Beautiful Bill Act (OBBBA) marks a pivotal shift in U.S. energy policy, fundamentally altering the...

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