Blog

null
down

Latest & Greatest

Avoid Double Taxation

Avoid Double Taxation: Don’t Buy Real Estate in Your Corporation

April 16, 2025

Pam Bustos

You’ve worked hard to grow your business, and now you’re ready to invest in commercial real estate. The cash is in your corporation, so buying the building through your company seems like the simplest choice. But when it comes to real estate and entity structure, what seems simple today could turn into a costly mistake…

READ MORE

Our Articles

Consulting for Buy/Sell Transactions: Tax Considerations and Strategies

Consulting for Buy/Sell Transactions: Tax Considerations and Strategies

April 8, 2025

When buying or selling a business, taxes play a critical role in determining the financial outcome of the transaction. The way a deal is structured—whether as a stock sale or an asset sale—can significantly impact the tax liabilities for both buyers and sellers. Without careful planning, taxes can eat into profits, increase costs, and create…

Still Confused? Does Your 401(k) Plan Still Need an Audit?

Still Confused? Does Your 401(k) Plan Still Need an Audit?

April 3, 2025

On February 23, 2023 (wow, time flies!) the U.S. Department of Labor (DOL) Internal Revenue Service, and the Pension Benefit Guaranty Corporation announced changes to the Form 5500 Annual Return/Report of Employee Benefit Plan and Form 5500–SF Short Form Annual Return/Report of Small Employee Benefit Plan effective for plan years beginning on or after January…

Data-Driven Decision-Making

Top 4 Key Benefits to Data-Driven Decision-Making in Local Government Finance Departments

March 25, 2025

Government finance departments play a crucial role in ensuring fiscal responsibility, balancing budgets, and optimizing resources. In an era where public funds must be managed with greater transparency and efficiency, data-driven decision-making (DDDM) has emerged as a transformative approach. Instead of relying on historical practices, gut instincts, or political pressures, finance professionals can leverage data…

Financial Audits in Succession Planning

Financial Audits Are Essential in Business Succession Planning

March 18, 2025

Selling a business is a major milestone—one that requires careful preparation, strategy, and planning. While sellers focus on maximizing value and ensuring a smooth transition, potential buyers or successors are busy assessing risks and long-term potential. One of the most effective ways to build buyer confidence and streamline the sales process is through a financial…

IRA & HSA Contribution Deadlines

IRA & HSA Contribution Deadlines: Don’t Miss These Time-Sensitive Opportunities

March 13, 2025

It’s that time of year when we remind you to make any final contributions to your prior year IRA, Roth, or HSA accounts. These contributions are due by April 15, 2025, the first due date of personal tax returns.  Due to fire disaster relief for Los Angeles, if you are a resident of LA County…

Why Your CPA Wants Your Prior Tax Returns (And Why It’s Not Just About Taxes)

Why Your CPA Wants Your Prior Tax Returns (And Why It’s Not Just About Taxes)

March 5, 2025

Picture this: You’ve just started working with a new CPA. You’re ready to hand over your financials, discuss your goals, and get down to business. Then they ask, “Can you send over your last few years of tax returns?” You pause. “Why? Can’t you just handle this year’s taxes?” Great question! And the answer is:…

Load more
SIGN UP FOR THE LATEST BLOG CONTENT