Guidance for Growth

Advisory Watch2024-06-20T13:55:38-04:00

How Do I Complete a W-8BEN-E Form? … and What Is It?

If you are reading this article you have likely been tasked to complete the 30 Part, 8 page IRS form filled with mystifying acronyms. We feel your pain. The key takeaway is that you can save on tax and paperwork grief by completing this correctly.

September 25, 2023|Categories: Tax: Business, Tax: International|Tags: |

3 Benefits of Outsourcing Your Accounting and Finance Function

More than half of today’s organizations plan to outsource more business processes than they keep internally. Why? Because building and securing a competent finance and accounting team is becoming increasingly important for companies in today’s uncertain and ever-evolving landscape.

September 22, 2023|Categories: Cloud Accounting|Tags: |

What to do if you filed an employee retention credit claim with the IRS

ERC submissions are under scrutiny by the IRS due to a surge in questionable claims. Are you confident your claim meets the eligibility requirements and can stand up to a potential audit?

September 19, 2023|Categories: Tax: Business|Tags: |

How to Maximize Your Social Security Benefits

To maximize your Social Security benefits, there are decisions and considerations to take into account such as: when to begin collecting, tax implications, spousal benefits, and how social security benefits relate to eligibility for Medicare and disability benefits.

September 18, 2023|Categories: Wealth Management|Tags: , |

Indirect Cost Allocation Best Practices: 6 Simple Questions

As our government clients strategically manage finances to meet the increasingly complex needs of the public, compliance with Office of Management and Budget (OMB) requirements is critical.

September 14, 2023|Categories: State and Local Government|Tags: , , |
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