Services: Tax Advisory
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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.
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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…
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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.
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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.
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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.
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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.
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Nonprofit Tax Filing: Build an Accounting System That Gets
Learn how nonprofit tax filing works, what your accounting system must track, and how to avoid common 501(c)(3) compliance mistakes on Form 990.
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ESG Advisory Services: A Guide to Managing Risk
ESG advisory services help companies assess climate risk, meet compliance requirements, and build sustainability strategies that protect stakeholders and strengthen market position.
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Provider Relief Fund Single Audit
Learn the single audit requirements for HHS Provider Relief Fund recipients, including SEFA reporting timelines, the $750,000 threshold, and GAGAS audit rules.
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Ohio Income Tax Rates and Key Tax Changes Under HB 110
Ohio’s HB 110 budget bill reduced income tax rates, updated municipal payroll withholding rules for remote workers, and exempted employment services from sales tax.