Topics: Estate & Gift Planning
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Why Companies Should Consider a SOC 2 Audit
As companies continue to rely more on technology to support their operations, customers and prospects are increasingly asking questions about security, and how sensitive…
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Loose Lips Sink Ships: The Human Element of Cybersecurity Risk
I had a chance to practice my “auditor magic tricks” with a friend the other day after she sent me a picture of her…
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Common Payroll Pitfalls for Small Business Owners
Why Outsourcing Payroll Can Save You Time and Money Processing payroll in-house can be a daunting task for small business owners, especially with the…
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Why Risk Assessments Matter
Risk assessments are a core part of an effective information security program. They help organizations understand where they are exposed, what could realistically go…
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SOC 2 Isn’t One‑Size‑Fits‑All—Your Audit Shouldn’t Be Either
“We don’t do that do we have to?” As an information security auditor, this is one of the most common reactions I hear from…
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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. This change is intended to increase efficiency,…
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Tax Talk – Trump Accounts – The IRA For Kids
If you have any questions or need assistance navigating these updates, please do not hesitate to reach out to your trusted advisor at…
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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, will feel the impacts differently. Taxpayers have…
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Choosing Quality Over Cost in SOC Reports: Why It Matters More Than You Think
The Hidden Risk Behind a “Cheap” SOC Report A SOC 2 report might not be your first impression with your prospective client, but it…
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One Big Beautiful Planning Opportunity: Research and Experimental Expenditures
The One Big Beautiful Bill Act (“OBBBA”) was signed into law on July 4th. Pease Bell will be sharing planning opportunities with our clients…