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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?

2023-09-21T09:53:30-04:00September 21, 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.

2023-09-18T11:14:34-04:00September 18, 2023|Categories: Wealth Management|Tags: , |

IRS Provides Tax Relief and Extension for South Carolina and Florida Taxpayers Impacted by Hurricane Idalia

IRS announces new Hurricane Idalia tax relief and a new February 15, 2024 tax deadline for all individuals and businesses in South Carolina. 

2023-10-05T17:28:40-04:00September 7, 2023|Categories: Tax Alert, Tax: Business, Tax: Individual|Tags: |

Whitepaper | For Boards, the Best Cybersecurity Defense Is a Good Offense

The regulation has been introduced to improve transparency in the markets for sustainable investment products while increasing transparency around sustainability claims made by FMPs.

2023-11-07T08:24:11-05:00September 7, 2023|Categories: Cybersecurity, Risk Advisory, Whitepaper|Tags: |

Estate Planning after the Sale of a Business Interest

This article discusses estate planning and tax considerations after the sale of a business interest or other liquidity event, including common strategies to reduce estate tax and meet charitable giving goals.

2023-09-15T16:56:42-04:00August 30, 2023|Categories: Estate and Trust, Tax: Individual|Tags: , |

Understanding and Addressing New SEC Cybersecurity Rules

While many larger public organizations likely already have processes and resources in place to meet these requirements, emerging and middle market public companies may need to make structural and cultural changes to enhance or adopt cybersecurity oversight, management, and reporting processes to comply with the final rules.

2023-08-28T13:45:50-04:00August 28, 2023|Categories: Cybersecurity|
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