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Category: Tax

  • January 21, 2026

    What to Prepare for Tax Year 2025 Filing

    What to Prepare for Tax Year 2025 Filing

    By David Evans|Categories: Article, Tax|5.2 min read|
  • January 20, 2026

    Your 2026 Tax Season Survival Guide

    Your 2026 Tax Season Survival Guide

    By David Evans|Categories: Professional Service Firms, Real Estate & Construction Companies, Manufacturers & Distributors, Article, Tax|6.4 min read|
  • January 15, 2026

    1099 season is here: what employers need to know

    1099 season is here: what employers need to know

    By David Evans|Categories: Article, Tax|3.8 min read|
  • January 9, 2026

    The Capital Gains Tax Traps Even Savvy Investors Miss

    The Capital Gains Tax Traps Even Savvy Investors Miss

    By Insero & Co.|Categories: Video, Tax|0.2 min read|
  • January 9, 2026

    Beyond Compliance: Why Your Benefit Plan Assessment Matters More Than Ever

    Beyond Compliance: Why Your Benefit Plan Assessment Matters More Than Ever

    By Jennifer Allen|Categories: Article, Tax|3.6 min read|
  • December 29, 2025

    Revocable vs. Irrevocable Trusts: What’s the Difference?

    Revocable vs. Irrevocable Trusts: What’s the Difference?

    By Alan Pecora|Categories: Video, Private Clients & Individuals, Tax|0.3 min read|
  • December 10, 2025

    1099 Filing Requirements: What Business Owners Need to Know

    1099 Filing Requirements: What Business Owners Need to Know

    By Kimberly Gangi|Categories: Professional Service Firms, Real Estate & Construction Companies, Manufacturers & Distributors, Article, Client Accounting Services, Tax|4.1 min read|
  • December 9, 2025

    The Small Business Owner’s Guide to Document Retention: What to Keep, How Long, and Why It Matters

    The Small Business Owner’s Guide to Document Retention: What to Keep, How Long, and Why It Matters

    By Kimberly Gangi|Categories: Article, Manufacturers & Distributors, Real Estate & Construction Companies, Professional Service Firms, Client Accounting Services, Tax|4.3 min read|
  • October 2, 2025

    Using POD and TOD Accounts in Your Estate Plan

    Using POD and TOD Accounts in Your Estate Plan

    By Alan Pecora|Categories: Video, Private Clients & Individuals, Tax|0.3 min read|
  • cost segregation revisited: why it's more valuable than ever in 2025

    September 4, 2025

    Cost Segregation Revisited: Why It’s More Valuable Than Ever in 2025

    Cost Segregation Revisited: Why It’s More Valuable Than Ever in 2025

    By Steve Mills|Categories: Article, 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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