Skip to content
  • Client Login
  • Contact Us
main logo
  • How We Help

    Tax Planning & Compliance

    • Business Tax Services
    • International Tax
    • Private Clients & Individuals

    Specialty Tax Services

    • Specialty Tax Services
    • State and Local Tax
    • R&D Tax Credit
    • Cost Segregation Study Services

    Audit & Advisory

    • Assurance Services
    • Employee Benefit Plan Audits
    • Lease Accounting
    • Technical Accounting Solutions
    • Public Company Solutions

    Outsourced Solutions

    • Client Accounting Services
    • Human Resources Advisory
    • Recruiting and Contract Staffing

    Transaction Advisory Services

    • Transaction Support
    • Financial Due Diligence Services

    Corporate Strategy

    • Growth Strategy Services
    • Market Intelligence Services
    • Voice of the Customer Services
  • Who We Serve
    • Manufacturing & Distribution
    • Real Estate & Construction
    • Professional Service Firms
    • Private Equity Firms
    • Nonprofit Organizations
    • Government Agencies
    • Public and Private Schools
    • Private Clients & Individuals
  • About Us
    • About Us
    • Awards
    • Community Outreach
    • News
    • Our Team
  • Insights
    • Blog
      • Audit & Accounting
      • Client Accounting Services
      • Employee Benefit Plans
      • Governmental Agencies
      • M&A Solutions
      • Manufacturers & Distributors
      • Private Clients & Individuals
      • Private Equity Firms
      • Professional Service Firms
      • Public and Private Schools
      • Nonprofit Organizations
      • Real Estate & Construction Companies
      • Tax
    • Video
    • Events
    • Subscribe
  • Careers
    • Careers
    • Current Job Openings
    • Benefits
    • Careers for Students
    • Experienced Professionals
    • Awards
    • Testimonials
    • Diversity, Equity, and Inclusion

Article

  • 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: Manufacturers & Distributors, Professional Service Firms, Real Estate & Construction Companies, Article, 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 Insero|Categories: Article, News|1.3 min read|
  • January 27, 2026

    IRS Clarifies Bonus Depreciation 100% First-Year Rules

    IRS Clarifies Bonus Depreciation 100% First-Year 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|
Previous456Next

By Type

  • Articles
  • Case Studies
  • Events
  • News
  • Videos

By Topic

  • Audit & Accounting
  • Careers
  • Client Accounting Services
  • Employee Benefit Plans
  • Governmental Agencies
  • M&A Solutions
  • Manufacturers & Distributors
  • Nonprofit Organizations
  • Private Clients & Individuals
  • Private Equity Firms
  • Professional Service Firms
  • Public and Private Schools
  • Real Estate & Construction Companies
  • Tax

Subscribe

Join our mailing list for insights and tools to help you achieve your goals delivered right to your inbox.

Subscribe

Connect

Phone: 800.232.9547

Fax: 585.454.4024

Web: Make a Payment

Contact Us

Locations

With offices in Rochester and Ithaca, New York and a hybrid workforce, Insero serves clients throughout the Northeast and Midwest. Check out our locations page here.

Make a Payment

Insights

Join our mailing list for up-to-date
information and tools to help you achieve your goals.

Subscribe
© Insero Advisors, LLC. All rights reserved.

“Insero" is the brand name under which Insero & Co. CPAs, LLP and Insero Advisors, LLC and its subsidiary entities provide professional services. Insero & Co. CPAs, LLP and Insero Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Insero & Co. CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Insero Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Insero Advisors, LLC and its subsidiary entities are not licensed CPA firms.

Page load link
Go to Top