QuickBooks users: It’s time for a mid-year review
June 24, 2025
Working with cluttered QuickBooks records can be frustrating. Take the time now to inactivate old accounts, merge duplicates and delete what you no longer need. It can save you hours (and headaches) at year end.
DOs and DON’Ts to help protect your business expense deductions
June 23, 2025
To help justify your business expenses, it’s important to keep careful business records. Here are some DOs and DON’Ts based on a recent court case.
Are you missing a valuable tax deduction for Medicare premiums?
June 18, 2025
Are you 65 or older and paying Medicare premiums? You may qualify for a valuable tax break. Find out if it makes sense to itemize deductions and include medical expenses on your 2025 return.
The One, Big, Beautiful Bill could change the deductibility of R&E expenses
June 17, 2025
The deductibility of research and experimental expenses is limited for businesses. However, The One, Big, Beautiful Bill may significantly improve the deduction. Here’s the story.
An overview of plan documents and SPDs for employers
June 16, 2025
Employers: If your organization sponsors an employee benefit plan subject to ERISA, be sure to mind all the details. Just one example is properly creating and administering a plan document and summary plan description.
How to turn F&A turnover into a business opportunity
June 12, 2025
When your CFO or controller leaves the business, it’s your cue to respond with a sharper strategy, better tech, streamlined processes and fresh insights. Don’t fear turnover in your finance and accounting team, learn how to leverage it!
