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Professional Service Firms

  • Businessman calculates taxes using calculator and laptop

    September 7, 2026

    Qualified Business Income (QBI): A Tax Planning Tool for Professional Service Firms

    Qualified Business Income (QBI): A Tax Planning Tool for Professional Service Firms

    By Marcus Cortellini|Categories: Professional Service Firms, Tax|4 min read|
  • business team in a meeting at a table

    September 3, 2026

    How Tax Planning for Professional Service Firms Saves Money

    How Tax Planning for Professional Service Firms Saves Money

    By Marcus Cortellini|Categories: Professional Service Firms, Tax|4.4 min read|
  • business woman reviewing documents

    April 8, 2026

    How Law Firms Lose Revenue Through Hidden Inefficiencies

    How Law Firms Lose Revenue Through Hidden Inefficiencies

    By Emily Hill|Categories: Article, Client Accounting Services, Professional Service Firms|4 min read|
  • Stronger Cash Flow Control

    March 23, 2026

    Accounts Payable and Receivable Best Practices for Cash Flow

    Accounts Payable and Receivable Best Practices for Cash Flow

    By Kimberly Gangi|Categories: Article, Client Accounting Services, Manufacturers and Distributors, Professional Service Firms, Real Estate and Construction Companies|4.3 min read|
  • IEEPA Tarrifs

    March 10, 2026

    The Supreme Court Struck Down IEEPA Tariffs. What Does That Mean For Your Business?

    The Supreme Court Struck Down IEEPA Tariffs. What Does That Mean For Your Business?

    By Ann Montgomery|Categories: Article, M&A Solutions, Manufacturers and Distributors, Professional Service Firms, Real Estate and Construction Companies, Tax|4 min read|
  • The Importance of a Due Diligence Process

    March 3, 2026

    The Importance of Quality Earnings Reports in M&A Transactions

    The Importance of Quality Earnings Reports in M&A Transactions

    By Ann Montgomery|Categories: Article, Audit and Accounting, M&A Solutions, Manufacturers and Distributors, Private Equity Firms, Professional Service Firms, Real Estate and Construction Companies|4.9 min read|
  • importance of due diligence processes

    February 26, 2026

    The Importance of a Due Diligence Process: Even for Modest Transactions

    The Importance of a Due Diligence Process: Even for Modest Transactions

    By Ann Montgomery|Categories: Article, Audit and Accounting, Manufacturers and Distributors, Private Equity Firms, Professional Service Firms, Real Estate and Construction Companies|4 min read|
  • Capital Gains Tax Planning Strategies

    February 18, 2026

    Year-Round Capital Gains Tax Planning Strategies

    Year-Round Capital Gains Tax Planning Strategies

    By David Evans|Categories: Article, Manufacturers and Distributors, Professional Service Firms, Real Estate and Construction Companies, Tax|4.2 min read|
  • 2026 tax season guide

    January 20, 2026

    Your 2026 Tax Season Survival Guide

    Your 2026 Tax Season Survival Guide

    By David Evans|Categories: Article, Manufacturers and Distributors, Professional Service Firms, Real Estate and Construction Companies, Tax|6.4 min read|
  • Understanding 1099 Filing Rules and Compliance Requirements

    December 10, 2025

    Understanding 1099 Filing Rules and Compliance Requirements

    Understanding 1099 Filing Rules and Compliance Requirements

    By Kimberly Gangi|Categories: Article, Client Accounting Services, Manufacturers and Distributors, Professional Service Firms, Real Estate and Construction Companies, Tax|4.1 min read|
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“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.

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