Newsletters and Guides

Newsletters


Tax+business Newsletter

Tax+Business Alert – February 20, 2024

View and sign up for our latest Tax+Business Alert newsletter. Headlines in this edition include the following: 9 Tax Considerations ...
Nonprofit Connection February 2024

Nonprofit Connection Newsletter: February 2024

In this February 2024 Nonprofit Connection newsletter, our CPAs provide updates and coverage of the following topics: The Importance of ...
Nonprofit Financial Management Fundamentals

Tax+Business Alert – February 6, 2024

View and sign up for our latest Tax+Business Alert newsletter. Headlines in this edition include the following: Should Your Business ...
Tax+business Alert January 23, 2024

Tax+Business Alert – January 23, 2024

View and sign up for our latest Tax+Business Alert newsletter. Headlines in this edition include the following: There's a New ...
Employee Resource Benefits

Employee Benefit Plan Resources – December 2023

View and sign up for our latest Employee Benefit Plan (EBP) Resources newsletter. Headlines in this December 2023 edition include ...
Women At Computer

Nonprofit Connection Newsletter: November 2023

In this November 2023 Nonprofit Connection newsletter, our CPAs provide updates and coverage of the following topics: CECL: A Practical ...
Website Media 2023

Tax+Business Alert – December 19, 2023

View and sign up for our latest Tax+Business Alert newsletter. Headlines in this edition include the following: A Company Car ...
Tax Alert October 24

Tax+Business Alert – October 24, 2023

View and sign up for our latest Tax+Business Alert newsletter. Headlines in this edition include the following: Don't Get Carried ...
Tax Alert September 19

Tax+Business Alert – September 19, 2023

View and sign up for our latest Tax+Business Alert newsletter. Headlines in this edition include the following: Plan Ahead for ...
Tax Alert September 5

Tax+Business Alert – September 5, 2023

View and sign up for our latest Tax+Business Alert newsletter. Headlines in this edition include the following: Which Business Website ...

Guides


Key Tax Fact Sheet

2024 Key Tax Fact Sheet

Download our 2024 Key Tax Fact Sheet to ensure you’re up to date. Rates included: Social Security, Medicare and Federal ...
IRA

Employee Benefit Plan and IRA Quick Reference Table

The Internal Revenue Service has announced the cost-of-living adjustments applicable to dollar limitations for various qualified retirement plans and other ...
2023 2024 Tax Planning Guide

2023-2024 Tax Planning Guide

View our 2023-2024 Tax Planning Guide to ensure you’re up to date. Rates included: 2023 Tax Climate Introduction - 2 ...
Key Tax Fact Sheet

2023 Key Tax Fact Sheet

Download our 2023 Key Tax Fact Sheet to ensure you’re up to date. Rates included: Social Security, Medicare and Federal ...
2022 Key Tax Fact Sheet

2022 Key Tax Fact Sheet

Download our 2022 Key Tax Fact Sheet to ensure you’re up to date. Updated to include 7-1 mileage rate. Rates ...
Employee Retention

Employee Retention Credit (ERC): Quick Reference Guide

Congress has issued new legislation to help struggling employers and individuals. One key component, in the Consolidated Appropriations Act (CAA) ...
Recommended Record Retention Schedule

Recommended Record Retention Schedule

View and/or print our recommended record retention schedule by clicking here. Download Here ...
Key Tax Fact Sheet

2021 Key Tax Fact Sheet

Download our 2021 Key Tax Fact Sheet to ensure you’re up to date. Rates included: Social Security, Medicare and Federal ...
QuickBooks Newsletter

Not-for-Profit: Revenue Recognition Standard

In May 2014, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2014-09 - Revenue from Contracts with ...
Lease Standard Effects on Lessee

Lease Standard Effects on Lessee

In February 2016, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2016-02 – Leases (Topic 842) which ...
2018 Key Fact

2019 Key Tax Fact Sheet

Download our 2019 Key Tax Fact Sheet to ensure you’re up to date. Rates included: Social Security, Medicare and Federal ...
Revenue Recognition Standard

General Business: Revenue Recognition Standard

The recognition of revenue under current accounting standards requires the consideration of two factors; being realized or realizable and being ...
manufacturers

Manufacturers: Revenue Recognition Standard

The recognition of revenue under current accounting standards requires the consideration of two factors; being realized or realizable and being ...
retailers

Retailers: Revenue Recognition Standard

The recognition of revenue under current accounting standards requires the consideration of two factors; being realized or realizable and being ...
Contractors

Contractors: Revenue Recognition Standard

The recognition of revenue under current accounting standards requires the consideration of two factors; being realized or realizable and being ...
Financial Institutions

Financial Institutions: Revenue Recognition Standard

The recognition of revenue under current accounting standards requires the consideration of two factors; being realized or realizable and being ...
Travel Expense

Guide: Travel Expense Deductions

Many taxpayers have the same question when it comes to travel, meal, and vehicle expenses. "These expenses are tax-deductible, right?" ...
audit

Guide: Exercising Corporate Due Diligence

Proper due diligence ensures the benefits of the business structure will be upheld if challenged from a legal or tax ...