Services: Client Accounting
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Opportunity Zone Tax Benefits: From the TCJA to the OBBBA
Opportunity zone tax benefits changed significantly under the OBBBA. Learn how the new law differs from the TCJA, including updated rules for capital gains…
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Research Expenditure Deductions Under the One Big
The One Big Beautiful Bill restores full R&E deduction, reversing TCJA’s 5-year amortization. Learn your three options for 2025 and beyond.
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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.
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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.
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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.
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1099 Reporting Requirements
Learn the key 1099 reporting requirements for businesses, including filing deadlines, payment thresholds, and 1099-NEC vs 1099-MISC rules.
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Corporate Transparency Act Update: What Businesses Must Know
The Corporate Transparency Act update now exempts U.S. companies from BOI reporting. Learn what the CTA means for your business in 2026.
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Business Fraud Prevention
Learn 10 business fraud prevention strategies including internal controls, AI detection, and employee training to protect your company from financial loss.
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How the Presidential Election Impacts M&A Activity
Presidential elections slow M&A activity by 8 to 10%, but post-election years rebound fast, especially with $2.6T in private equity dry powder waiting.
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Cybersecurity Best Practices: Step Back to Leap Forward
Learn cybersecurity best practices from the ISACA 2024 report: workforce planning, AI integration, and budget strategies to strengthen security.