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SEC Proposes to Give Public Companies the Option of Semiannual Reporting

Public companies have been filing quarterly reports since 1970. The SEC is now proposing to make that a choice rather than a requirement.

6 Factors That Determine the Cost of a Forensic Accounting Engagement

This article walks through six key variables that drive forensic accounting engagement, so you can go into the process with a clearer picture of what you are paying for and why.
IRS Proposes Trump Account Rules

Year-End Tax Planning Strategies for High Earners

This article covers several of the most impactful year-end strategies available to high earners, from income deferral and loss harvesting to charitable giving and estate planning moves.

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How to Choose a 409A Valuation Provider: What to Look for and What to Avoid

This article walks through the credentials, qualities, and warning signs to keep in mind when evaluating your 409A valuation provider options.

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What Every Trustee Needs to Know About Fiduciary Tax Obligations

This article covers the key fiduciary tax duties trustees face, from filing requirements and income allocation rules to common pitfalls that catch well-intentioned trustees off guard.

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ESOP Audits and Valuations: Unique Considerations for Employee Stock Ownership Plans

This article covers the key audit and valuation considerations that make ESOPs a distinct category of employee benefit plan work.

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Consolidation and Multi-Entity Accounting for Property Portfolios

Understanding how multi-entity accounting works, where the process tends to break down, and what a well-functioning consolidation function looks like can help finance leaders make better decisions about how their accounting function is structured.

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QSBS Valuations: Why Valuation Is the Foundation of Your Tax Benefit

For QSBS investors and founders, a company’s valuation at the time shares are issued can make or break eligibility for Section 1202’s capital gains exclusion.

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Understanding Form 1041: Fiduciary Income Tax Returns Explained

Understanding what this form does, when it’s required, and what it demands of you is essential to fulfilling your fiduciary duties without exposing yourself or the beneficiaries who depend on you to unnecessary risk.

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Financial Infrastructure and Compliance for PropTech Startups

With the right financial infrastructure and advisory support, you can build a platform that satisfies regulators, earns investor confidence, and handles the operational demands of real estate at scale.

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How to Hand Off Your Books to an Outsourced Accounting Provider

Choosing to outsource your accounting function is a significant decision, but the transition itself is where many engagements succeed or stall before they begin

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What High-Net-Worth Individuals Should Expect from a Tax Advisor

Choosing the right high net worth tax advisor matters and knowing what to look for makes that choice easier.

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