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Six strategies to optimize your business tax planning this yearSix strategies to optimize your business tax planning this year

Six strategies to optimize your business tax planning this year

Many small business owners are seeking the right tax strategies to reduce liabilities and improve cash flow. Here are six smart tax strategies that can help corporations and partnerships lower their tax burden and work toward long-term financial stability.

Article
March 21, 2025
No items found.
Article
High Net Worth
Client Accounting Advisory Services
Tax Thursday in Three: March 20, 2025Tax Thursday in Three: March 20, 2025

Tax Thursday in Three: March 20, 2025

March 20, 2025
No items found.
Video
Tax Services
Getting Results with Extreme Commitment

Getting Results with Extreme Commitment

How committed are you to the results you want? In this episode, Drs. Drew Brannon and Cory Shaffer break down the direct link between commitment and outcomes, using Navy Special Operators as a prime example of extreme dedication.

Podcast
March 19, 2025
No items found.
Podcast
Human Capital
Overlooked estate planning moves: How the Generation-Skipping Transfer Tax helps protect generational wealthOverlooked estate planning moves: How the Generation-Skipping Transfer Tax helps protect generational wealth

Overlooked estate planning moves: How the Generation-Skipping Transfer Tax helps protect generational wealth

As wealth transfers across generations, many families are facing estate planning challenges they never anticipated. We explore how the largest intergenerational wealth transfer in history is reshaping estate planning strategies.

Article
March 19, 2025
No items found.
Article
High Net Worth
How to use a donor-advised fund (DAF) for strategic giving and tax efficiencyHow to use a donor-advised fund (DAF) for strategic giving and tax efficiency

How to use a donor-advised fund (DAF) for strategic giving and tax efficiency

High-net-worth individuals turn to DAFs for immediate tax benefits and tax-free investment growth. Explore whether they fit your charitable giving strategy.

Article
March 18, 2025
No items found.
Article
High Net Worth
Preparing for increased fair lending compliance scrutinyPreparing for increased fair lending compliance scrutiny

Preparing for increased fair lending compliance scrutiny

Discover compliance risks, common pitfalls, and proactive strategies to help financial institutions strengthen fair lending practices and stay ahead of regulatory expectations.

March 13, 2025
Financial Services
Article
Governance, Risk, & Compliance
Three Keys to Keeping ComposureThree Keys to Keeping Composure

Three Keys to Keeping Composure

Have you ever lost your cool when the pressure was on? In this episode, Drs. Drew Brannon and Cory Shaffer reveal Three Truths About Composure, the key to staying calm, focused, and in control when it matters most.

Podcast
March 12, 2025
No items found.
Podcast
Human Capital
Overlooked estate planning moves: A look at revocable trusts & personal residence exclusionOverlooked estate planning moves: A look at revocable trusts & personal residence exclusion

Overlooked estate planning moves: A look at revocable trusts & personal residence exclusion

A well-structured estate plan helps transfer wealth efficiently while reducing tax burdens and legal complications for heirs. Explore common misconceptions, overlooked tax liabilities, and strategic steps you can take to help keep your estate plan on track.

Article
March 12, 2025
No items found.
Article
High Net Worth
Changes to the R&D Tax Credit Form 6765Changes to the R&D Tax Credit Form 6765

Changes to the R&D Tax Credit Form 6765

Businesses that claim a research and development (R&D) tax credit must file Form 6765, Credit for Increasing Research Activities. The IRS has introduced significant changes to Form 6765 to take effect in the 2024 filing season.

March 11, 2025
Manufacturing & Distribution
Private Equity
Construction
Article
Client Accounting Advisory Services
Solving sales tax complexities for a growing real estate companySolving sales tax complexities for a growing real estate company

Solving sales tax complexities for a growing real estate company

Real estate companies are particularly exposed to financial fraud due to their complex financial structures and decentralized banking operations. Implementing a financial automation platform to automate your accounts payable process helps safeguard financial transactions.

Case Study
March 10, 2025
Real Estate
Case Study
State & Local Tax
What’s driving alternative investments in 2025?What’s driving alternative investments in 2025?

What’s driving alternative investments in 2025?

Alternative investments are experiencing unprecedented momentum as investors seek higher returns, portfolio diversification, and protection against market volatility. Explore economic trends driving the demand for alternative assets.

March 6, 2025
Financial Services
Article
Client Accounting Advisory Services
Internal Audit Services and Quality Assurance Reviews
Governance, Risk, & Compliance
Federal Tax
State & Local Tax
Raising Resilient KidsRaising Resilient Kids

Raising Resilient Kids

How do we raise children who embrace challenges, value self-improvement, and develop mental resilience? I

Podcast
March 5, 2025
No items found.
Podcast
Human Capital

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