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White House releases budget; Treasury releases FY 2023 Greenbook

White House releases budget; Treasury releases FY 2023 Greenbook

Treasury Greenbook highlights fiscal year priorities of the Administration. It includes $2.5 trillion in revenue proposals and continues the theme of increases in high-income and corporate taxation.
How Cryptocurrency Transactions Are Taxed

How Cryptocurrency Transactions Are Taxed

As use of cryptocurrency has been growing, many users aren't aware of the tax rules and regulations that govern cryptocurrency transactions. In this video, we'll explain how and when cryptocurrencies are taxed, as well as how to report transactions to the IRS.
Should you file a gift tax return for 2021?

Should you file a gift tax return for 2021?

If you provided anyone with a gift of more than $15,000 in 2021, you will need to file a Gift Tax Return. While most people won't owe any taxes on their gifts, it's important to understand the rules and make sure you're compliant. Learn how the gift tax works, about gift tax exemptions, and when you need to file a gift tax return.
Tax credits and savings for education

Tax credits and savings for education

College is a significant investment, whether you’re paying for your own education or a dependent’s. Thankfully, there are tax credits to help defray the costs. Learn about two available tax credits along with other tax savings for education.
Cybersecurity considerations: War in Ukraine

Cybersecurity considerations: War in Ukraine

Cybersecurity risks are increasing amid the Russia-Ukraine conflict. Here’s how you can prepare for and respond to a Russian cyberattack.
Improving your cash flow

Improving your cash flow

Cash flow management is critical for any business or organization, especially those in growth mode. If your business has ongoing cash flow issues or if you suddenly find yourself short of cash, there are steps you can take to assess and improve the situation.
SAS 136: The communication of reportable findings

SAS 136: The communication of reportable findings

SAS 136 includes requirements to communicate reportable findings identified as a result of testing relevant plan provisions.
SAS 136: The ERISA Section 103(a)(3)(C) audit election

SAS 136: The ERISA Section 103(a)(3)(C) audit election

Plan administrators should consider all implications of an ERISA Section 103(a)(3)(C) election before the election is made.
There Is Still Time To Make an IRA Contribution for 2021

There Is Still Time To Make an IRA Contribution for 2021

A great way to reduce taxable income while saving for the future is by contributing to an Individual Retirement Account. Learn about IRAs including the deadline to contribute, limits and tax deductibility.
How Health Savings Accounts Work

How Health Savings Accounts Work

Many financial experts tout the benefits of a Health Savings Account, or HSA, but many people are not familiar with how they work. In this article, we will provide an overview of HSAs, including how to use them, how they work, and why you might want one.
Nonprofits: guide to reporting in-kind donations

Nonprofits: guide to reporting in-kind donations

Securing in-kind donations is vital for any nonprofit or charitable organization, but just as important is accounting for them properly. Learn about properly reporting financial and nonfinancial donations in your financial statements.
The Benefits of Hiring an Outsourced CFO

The Benefits of Hiring an Outsourced CFO

When it comes to running any organization, proper financial management is critical. One of the most important decisions you'll make is if and when to hire a Chief Financial Officer. While many organizations may not be ready for a full-time CFO, they may significantly benefit from hiring an outsourced CFO.
Navigating the uncertain fates of Build Back Better and key tax issues

Navigating the uncertain fates of Build Back Better and key tax issues

Uncertainty about significant tax changes proposed in the Build Back Better bill require attention and action from taxpayers.
Family office dream team

Family office dream team

An effective family office requires the right mix of internal and external capabilities to balance best-in-cost with best-in-class.
How Cost Segregation Studies Help Real Estate Owners Defer Taxes

How Cost Segregation Studies Help Real Estate Owners Defer Taxes

Real estate owners who have purchased, constructed or renovated real estate should consider performing a cost segregation study to accelerate depreciation and defer income taxes. Watch now to learn more.