Articles Archives

Accounting & Assurance Articles Employee Benefit Plan Audits

SECURE 2.0 Act: Key Changes Taking Effect in 2026

When Congress passed the SECURE 2.0 Act in late 2022, many of the headlines focused on immediate retirement plan enhancements.…

Valerie ThorpeJanuary 14, 2026

Articles Individual Tax Tax Law Legislation

New Charitable Giving Rules Under the One Big Beautiful Bill Act

Why 2025 Year-End Planning for Charitable Donations Matters More Than Ever Taxpayers often use charitable giving as a means to…

Ryan MooreDecember 22, 2025

Articles Estate and Trust Individual Tax

§529 Plan “Super Funding” – A Super Gift This Holiday Season!

‘Tis the season for gift giving! Having a hard time finding the right gift for loved ones? Would you like…

Alexander PisaniDecember 19, 2025

Articles New York Condos and Co-ops Real Estate

Holiday Gift Fund Payments

Updated for One Big Beautiful Bill Act – “No Tax on Tips” Provision This article addresses the tax implications for…

WilkinGuttenplanDecember 17, 2025

Articles Individual Tax

Individual Tax Alert for Year-End 2025 Planning

As the year draws to a close, now is the time to take a pause, and make sure you’re not…

Kurt ReinhardtDecember 16, 2025

Articles Business Tax International Tax

Supreme Court Tariff Review Could Trigger Refunds

Potential Tariff Refunds – Action May Be Required by December 15 On Friday, November 28, 2025, Costco filed a lawsuit…

Bill McDevittDecember 3, 2025

Articles Business Tax International Tax

Supreme Court Justices Appear Skeptical of Trump’s Broad Tariffs

During oral arguments on Wednesday, both conservative and liberal justices of the US Supreme Court expressed skepticism regarding President Trump’s…

Bill McDevittNovember 6, 2025

Articles Employee Benefit Plan Audits

Don’t Miss the October 15 Deadline: Filing Form 5500 with 401(k) Plan Audits

As October 15 approaches, we would like to remind you that this is the deadline for calendar-year employee benefit plans…

WilkinGuttenplanOctober 1, 2025

Articles Life Sciences & Pharma

Quick Tax Guide: What Life Sciences Leaders Need to Know

Navigating today’s evolving tax landscape can be challenging, especially for life sciences companies that must balance growth, innovation, and compliance.…

Tim TorresSeptember 24, 2025

Articles Outsourced CFO, Controller, & Accounting Services

Financial Planning and Analysis for Business Growth

Financial planning and analysis (FP&A) is the accounting and finance strategy that helps organizations meet their strategic goals. Unlike traditional…

Juan AranaSeptember 16, 2025