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QuickBooks users: It’s time for a mid-year review

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.

Are you missing a valuable tax deduction for Medicare premiums?

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

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

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

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!

Tax breaks in 2025 and how The One, Big, Beautiful Bill could change them

Tax breaks in 2025 and how The One, Big, Beautiful Bill could change them

June 11, 2025

Curious how The One, Big, Beautiful Bill could affect taxes for you and your family? Here are seven key tax breaks in the bill and what they could mean for you.

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