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February 24, 2026

Understanding the IRS’s new deduction for qualified overtime compensation
Understanding the IRS’s new deduction for qualified overtime compensation
By David Evans|Categories: Article, Tax|2.7 min read|
February 24, 2026

S-corporations 101: FAQs for business owners
S-corporations 101: FAQs for business owners
By Jason DeLaurentiis|Categories: Article, Tax|9.4 min read|
February 24, 2026

From Scarcity to Abundance: A New Mindset for Nonprofit Financial Health
From Scarcity to Abundance: A New Mindset for Nonprofit Financial Health
By Christie Caldwell|Categories: Article, Nonprofit Organizations, Client Accounting Services|4.4 min read|
February 24, 2026

Living trust myths vs. reality: what a revocable trust really does
Living trust myths vs. reality: what a revocable trust really does
By David Evans|Categories: Article, Private Clients & Individuals, Tax|8 min read|
February 18, 2026

Year-Round Capital Gains Tax Planning Strategies
Year-Round Capital Gains Tax Planning Strategies
By David Evans|Categories: Article, Manufacturers & Distributors, Real Estate & Construction Companies, Professional Service Firms, Tax|4.3 min read|
February 10, 2026

The #1 Hidden Risk in Large Benefit Plans
The #1 Hidden Risk in Large Benefit Plans
By Jennifer Allen|Categories: Article, Employee Benefit Plans|4.8 min read|
February 10, 2026

How Audit Deficiencies Create Organizational Risk
How Audit Deficiencies Create Organizational Risk
By Michael Giess|Categories: Article, Employee Benefit Plans|5.3 min read|
January 27, 2026

2026 Partner and Principal Announcement
2026 Partner and Principal Announcement
By Sarah Stage|Categories: Article, News|1.3 min read|
January 27, 2026

IRS Clarifies 100% First-Year Bonus Depreciation Rules
IRS Clarifies 100% First-Year Bonus Depreciation Rules
By Jenna Harding|Categories: Article, Tax|3.9 min read|
January 27, 2026

Reducing Audit Friction: How Payroll and Compensation Code Reviews Streamline EBP Audits
Reducing Audit Friction: How Payroll and Compensation Code Reviews Streamline EBP Audits
By Anthony Mangiameli|Categories: Article, Employee Benefit Plans|4.1 min read|

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