Services: Tax Advisory
-

Risk Advisory Services: Protecting Your Business
Risk advisory services help businesses identify cybersecurity vulnerabilities, meet compliance requirements, and build resilience through risk assessments.
-

Gift Tax: Rules, Exemptions, and the 2026 Exemption
Gift tax applies when you transfer assets above the annual exclusion. Learn the rules, exemptions, rates, and what changed for 2026.
-

Electric Vehicle Tax Credit: IRS Rules on Dealer Transfers
The IRS finalized electric vehicle tax credit rules under Sections 30D and 25E, allowing point-of-sale dealer transfers of up to $7,500 for new and…
-

Pass-Through Entity Tax: GAAP Reporting and Planning
How pass-through entity tax elections work under GAAP, including ASC 740 vs. distribution treatment and the new SALT cap’s impact.
-

Security Awareness Training for New Hires
Security awareness training reduces breach risk by preparing employees to recognize phishing, social engineering, and data handling mistakes from day one.
-

Client Accounting Services: Key Trends Shaping CAS
Client accounting services are evolving through cloud technology, AI automation, and advisory offerings. Here are the trends CAS providers need to know.
-

HUD 232 Loan: Why It’s the Best Mortgage Option
A HUD 232 loan offers nursing home owners fixed rates, non-recourse terms, and up to 35-year amortization with no balloon payments.
-

Outsourced Controller: Cost, Benefits, and When to Hire
An outsourced controller delivers financial leadership at 40-60% less than a full-time hire. Learn costs, key benefits, and when to outsource.
-

Real Estate Professional Tax Benefits Explained
Real estate professional tax benefits let you deduct rental losses against W-2 income. Learn the IRS requirements and how to qualify.
-

Restaurant Accounting: How to Manage Finances and Maximize
Restaurant accounting covers daily sales tracking, food cost control, payroll, and financial reporting: essential practices that help owners protect margins and grow profitably.
