Business and CPA Articles

Broker-dealers play a pivotal role in financial markets, balancing the need for connectivity and compliance. This article delves into the significance of audits, the challenges faced, and essential best practices for maintaining robust internal controls and transparent documentation. Discover how proactive strategies can bolster trust and ensure readiness in an evolving regulatory landscape.

Dive into our analysis of President Trump’s 2025 tax proposals and discover how they could reshape the American economic landscape. Learn how these potential changes might affect you, your business, or your investments

Without a shift in production, tariffs simply increase costs, reduce supply choices lead to higher consumer prices.

Accurate financial forecasting is crucial for navigating the complex financial challenges of construction projects, from unpredictable cash flows to fluctuating costs. Discover strategies to improve forecasting accuracy, enhance decision-making, and strengthen stakeholder relationships by leveraging technology, improving financial reporting, and more. Read on to position your construction business for sustainable growth and success.

In the construction industry, managing risks associated with construction claims is crucial to maintaining financial stability and preventing costly disputes. This article explores the pivotal role accountants play in navigating these challenges, offering insights into risk mitigation, financial planning, and strategic management to ensure successful project outcomes. Discover how proactive financial management can enhance client collaboration and streamline project execution.

Navigating the complexities of the current real estate market requires understanding both financial and tax implications of distressed property scenarios. This article explores key strategies for mitigating tax liabilities and managing financial distress, offering insights on debt outcomes and proactive planning. Discover how expert guidance and effective tax planning can help real estate owners maintain stability and prepare for future success.

Embarking on your first employee benefit plan audit can be daunting, but with the right preparation, it becomes a valuable opportunity to enhance your plan’s compliance and operations. This guide offers essential strategies to navigate the audit process, from selecting an expert auditor to understanding your fiduciary responsibilities, ensuring a successful and less stressful experience. Discover the key steps to mastering your first audit and empowering your organization’s benefit plan.

The SECURE 2.0 Act of 2022 is revolutionizing retirement planning with new provisions set to take effect in 2025, enhancing savings opportunities and broadening plan participation. From increased catch-up contributions to expanded eligibility for part-time workers, discover what these changes mean for both employers and employees. Don’t miss out on understanding how these updates could impact your retirement future!

Unlock the hidden value of your real estate investments with cost segregation studies. This powerful strategy accelerates tax depreciation deductions, boosting cash flow and enhancing property profitability. Discover how expert insights and precise asset reclassification can transform your financial landscape in our comprehensive guide.

How tax changes in 2025 under the Trump administration could affect real estate and construction companies, and how they can prepare.

New guidance on 403(b) plans clarifies rules for long-term, part-time employee inclusion and nondiscrimination compliance.

Cost-of-living adjustments to retirement and fringe benefit plan limits for 2025 have been published by the IRS.

EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) and related EBITDA adjustments, commonly referred to as addbacks, hold substantial implications for enterprise value. This article will delve into the impacts of EBITDA adjustments on enterprise value, providing key insights into the valuation methodologies driving today’s M&A market.

The Internal Revenue Service (IRS) issued proposed regulations, effective for defined contribution plan years beginning on or after January 1, 2024, clarifying the timing and usage of forfeitures. The Internal Revenue Service (IRS) issued proposed regulations, effective for defined contribution plan years beginning on or after January 1, 2024, clarifying the timing and usage of forfeitures.

We highlight five key tax considerations for industrial merger and acquisition deals.

The evolving retirement plan landscape opens opportunities for companies to review employee compensation packages and consider changes to their plans.

Actions for broker-dealers to take ahead of customer protection rule amendments.

Manufacturers navigate tighter environmental regulation, and those tapping tax credits must understand environmental requirements.

IRS releases guidance on how the FTC and DCL rules will work with the new GloBE Model Rules. The temporary FTC relief period has also been extended.

Learn how to identify early signs of fraud and apply best practices in an internal investigation to reduce the financial impact of fraud.

The third quarter of 2023 saw significant developments in state tax laws that will impact companies’ current and deferred tax provisions. North Carolina’s legislature approved another round of individual and corporate tax reductions in late September. Individual taxpayers should see lower NC tax rates beginning in 2024 and NC’s corporate franchise tax will be capped. There’s also new administrative guidance from South Carolina on the tax treatment of remote workers. This quarter also brings positive news for business taxpayers in Ohio and Texas.

In the complex world of mergers and acquisitions (M&A), a sell-side Quality of Earnings (QoE) report plays a crucial role in determining a company’s financial health and sustainability of its earnings. Far from being an unnecessary expense or an added complexity, a QoE report is a powerful tool that can provide key insights to both potential sellers and buyers, streamline the transaction process, and help maximize sale value.

In the complex world of mergers and acquisitions (M&A), a sell-side Quality of Earnings (QoE) report plays a crucial role in determining a company’s financial health and sustainability of its earnings. Far from being an unnecessary expense or an added complexity, a QoE report is a powerful tool that can provide key insights to both potential sellers and buyers, streamline the transaction process, and help maximize sale value.