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How Corporate Card Platforms Can Help Cut Expense Reconciliation Work by Up to 50% ArticlesOutsourced CFO, Controller, & Accounting Services

How Corporate Card Platforms Can Help Cut Expense Reconciliation Work by Up to 50%

Most finance leaders we work with know their expense management process is broken. They just don’t always know how broken…
Juan Arana
Juan AranaJuly 9, 2026
Trump Accounts Are Live: What Families Need to Know ArticlesIndividual TaxTax Law LegislationTax Services

Trump Accounts Are Live: What Families Need to Know

Trump Accounts are officially live as of July 4, 2026, giving American families a new way to build long-term savings…
Taylor Ostrowiak
Taylor OstrowiakJuly 8, 2026
Foreign Tax Credit Pitfalls for U.S. Citizen Children Abroad ArticlesIndividual TaxInternational Commerce GroupInternational TaxTax Services

Foreign Tax Credit Pitfalls for U.S. Citizen Children Abroad

As is the case with minor children living in the U.S., minor children living abroad may have U.S. tax filing…
Deepika Iyer
Deepika IyerJuly 7, 2026
Cross-Border M&A Readiness: International Tax Risks ArticlesInternational TaxMergers & AcquisitionsTax Services

Cross-Border M&A Readiness: International Tax Risks

Cross-border M&A readiness starts long before a company goes to market. Companies with international operations that haven't addressed their cross-border…
Franchelly Diaz Colon
Franchelly Diaz ColonJune 30, 2026
2025 New York Budget Tax Changes: Key Updates ArticlesState and Local TaxTax Law LegislationTax Services

2025 New York Budget Tax Changes: Key Updates

The recently passed New York State budget contained a number of tax changes affecting both corporate and individual taxpayers. While…
Lauren Landolfi
Lauren LandolfiJune 29, 2026
Important Update to New Jersey’s ACH Bank Account Information ArticlesTax Law ResourcesTax Services

Important Update to New Jersey’s ACH Bank Account Information

The State of New Jersey recently sent notices to taxpayers alerting them of the need to update the banking information…
Karen Artasanchez
Karen ArtasanchezJune 26, 2026
Karen Artasanchez Named to 2026 NJBIZ Finance Power List ArticlesAwardsIn The News

Karen Artasanchez Named to 2026 NJBIZ Finance Power List

WilkinGuttenplan Shareholder Karen Artasanchez, CPA, MST, has been named to the 2026 NJBIZ Finance Power List. The annual Finance Power…
WilkinGuttenplan
WilkinGuttenplanJune 26, 2026
WG’s Meredith Wettach Discusses Managing Agent Transitions on Habitat Magazine Podcast ArticlesIn The NewsNew York Condos and Co-ops

WG’s Meredith Wettach Discusses Managing Agent Transitions on Habitat Magazine Podcast

What financial issues can surface when a community changes managing agents? In a recent Habitat Magazine podcast, Meredith Wettach shares…
WilkinGuttenplan
WilkinGuttenplanJune 22, 2026
Portability Election: The Importance of Accurate and Full Reporting ArticlesIndividual TaxTax Law LegislationTrusts & Estates

Portability Election: The Importance of Accurate and Full Reporting

Background of the Case In the recent court case Estate of Rowland v. Commissioner, the portability of the Deceased Spousal…
Justin Dekovics
Justin DekovicsJune 18, 2026
Change of Domicile Before Selling a Business ArticlesBusiness TaxMergers & AcquisitionsState and Local Tax

Change of Domicile Before Selling a Business

Business owners contemplating a sale of their business should carefully evaluate the state tax implications of various transaction structures. Several…
Jimmy Montgomery
Jimmy MontgomeryJune 18, 2026
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  • About
    • Firm Highlights
    • Our History
    • Community Involvement
    • Brand Story
    • Shareholders and Principals
    • Managers and Senior Managers
  • Industries
    • –
      • Closely Held Businesses
      • Community Associations
      • Financial Services
      • Healthcare Professionals & Practices
    • –
      • International Commerce Group
      • Life Sciences & Pharma
      • Manufacturing, Distribution, & Logistics
    • –
      • NY Condominiums & Co-ops
      • Not-For-Profit
      • Professional Athletes
    • –
      • Professional Practices
      • Real Estate
      • Technology Companies
  • Services
    • –
      • Accounting & Assurance
      • Business Valuation
      • Employee Benefit Plan Audits
    • –
      • Family Office Services
      • International Tax
      • Litigation Support
    • –
      • Mergers & Acquisitions
      • Outsourced CFO, Controller, & Accounting Services
      • Peer Review
    • –
      • Tax Services
      • Technology Services
      • Trusts & Estates
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