Whitepapers
Building a Future for Your Family Business
In this whitepaper, we examine some of these challenges facing today’s family-owned businesses as well…
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2019 Year-End Tax Planning for Businesses
All businesses seek to reduce costs, and year-end tax planning presents the chance for significant…
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2019 Year-End Tax Planning for Individuals
Paying your individual income taxes likely represents one of the largest outlays of the year,…
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Real Estate Companies: Driving Growth & Opportunity
In this whitepaper, we address three critical elements to real estate company success — taxes,…
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Cybersecurity Guidelines for the C-Suite in 2020
The C-suite worldwide is increasingly concerned about the growing risk of a massive cyber data…
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Understanding 3(38) Investment Management
As regulators train their watchful eyes on retirement plan administrators, a 3(38) investment manager can…
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Approaching Sales Tax in the Post-Wayfair Era
The Supreme Court's decision in the landmark South Dakota v. Wayfair case in 2018 represents…
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2018 Year-End Tax Planning for Businesses
Businesses of all sizes, across all industries, have been impacted by the monumental changes to…
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2018 Year-End Tax Planning for Individuals
Nearly one year later, tax reform is still making headlines and we continue to learn…
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Simplifying SaaS: An Accounting Primer
The SaaS business model continues to gain broad acceptance. Existing companies that historically sold software…
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