Services: Transaction Advisory
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Clean Energy Tax Credit Scams: How to Spot and Avoid Them
Clean energy tax credit scams are rising. Learn to spot fake solar offers, fraudulent consultants, and avoid energy tax credit fraud.
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Employee Retention Credit: IRS Resumes Processing ERC Claims
The IRS lifted its ERC moratorium and is processing Employee Retention Credit claims. Learn about eligibility, disallowance risks, deadlines, and what to expect.
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Audit & Assurance, Client Accounting, Cost Report Preparation, HUD, Tax Advisory, Transaction AdvisoryHUD Section 232 Post-Closing Compliance
HUD Section 232 post-closing compliance covers lease payments, bank accounts, surplus cash rules, and escrow requirements. Learn what property owners must do after closing.
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Client Accounting Services: Align Finance With Strategy
Client accounting services align your finance function with business strategy, driving faster decisions, better forecasting, and real growth.
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Connelly v. United States: Impact on Buy-Sell Agreements
Connelly v. United States made life insurance proceeds a taxable corporate asset. See how this ruling changes buy-sell agreement planning.
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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…
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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.
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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.
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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.
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How To Review a SOC 2 Report: A Section-by-Section Guide
Learn how to review a SOC 2 report section by section, from the auditor’s opinion to control test results, and evaluate vendor security.