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Reduce Capital Gains

4 Ways to Reduce Capital Gains on the Sale of Your Home

July 25, 2024

Wesley Shin

Selling a home can result in a significant capital gains tax liability, but there are several ways to reduce this burden. Here are four effective strategies to minimize capital gains on the sale of your home: Qualify for the Home Sale Exemption Deduct the Purchase Cost of the Home Deduct Closing Costs and Fees from…

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Estate Planning Team

Estate Tax Law Sunsets December 2025: Build the Right Estate Planning Team Now to Protect Your Wealth

July 22, 2024

As we approach the end of 2025 (which will be here before we know it!), significant changes to the estate tax law are on the horizon, which could greatly affect your tax planning strategies. Currently, the estate tax exemption stands at approximately $14 million, but on January 1st, 2026, it is scheduled to be slashed…

Still Don’t Have a Strategic Plan? Guide Your Business with a Coherent Vision and Direction

Still Don’t Have a Strategic Plan? Guide Your Business with a Coherent Vision and Direction

July 18, 2024

In the fast-paced world of business, having a strategic plan is like having a compass in a vast ocean—it guides your actions and decisions, steering your company toward its goals. Yet, astonishingly, there are still businesses out there operating without a clear strategic plan in place. If you find yourself among them, fear not! Today,…

Mastering AR Reconciliations for Year-End Close: A Blueprint for Local Governments

Mastering AR Reconciliations for Year-End Close: A Blueprint for Local Governments

July 17, 2024

LSL Webinar “Back to Basics | Mastering Accounts Receivable Reconciliations,” presented by myself and Samantha Asbra led you through what a reconciliation entails, a step-by-step approach to performing Account Receivables (AR) reconciliations efficiently and accurately each year, and best practices for documentation and audit preparation. In case you missed it – this article will layout…

AR Reconciliations

Through the Auditor Lens: Mastering AR Reconciliations for Year-End Close

July 17, 2024

LSL Webinar “Back to Basics | Mastering Accounts Receivable Reconciliations,” presented by Amber Haston and Samantha Asbra led you through what a reconciliation entails, a step-by-step approach to performing AR reconciliations efficiently and accurately each year, and best practices for documentation and audit preparation. In case you missed it – this article will overview best…

Be Audit Ready: Essential Steps for Pension and OPEB Reporting

Be Audit Ready: Essential Steps for Pension and OPEB Reporting

July 10, 2024

LSL Webinar “Back to Basics | Pension & OPEB for Beginners,” presented by Riley, CPA Greenlee & Krystal Cabrera , CPA lead you through the necessary steps on preparing for audits related to pension and Other Post-Employment Benefits (OPEB) reporting. In case you missed it – this article will guide you through the types of…

Pension and OPEB

Pension and OPEB Reporting: Key Steps and Best Practices

July 10, 2024

LSL Webinar “Back to Basics | Pension & OPEB for Beginners,” presented by Krystal Cabrera, CPA and Riley Greenlee, CPA outlined the fundamentals of pension and Other Post-Employment Benefits (OPEB) for beginners. In case you missed it – here, we walk you through the necessary steps to determine which plans need to be reported, outline…

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