IRS Will Use AI to Help Target Partnerships and High Net Worth Individuals

The IRS announced a sweeping enforcement effort that will engage AI to focus on large partnerships and wealthy individuals.

2024-02-01T14:50:27-05:00January 30, 2024|Categories: Tax: Individual, Tax: Business|Tags: |

Whitepaper | Start the Year with a Financial Check-Up

As you look back on the previous year, January and February often spark a renewed motivation to establish financial goals for the months ahead. Use this checklist to help you plan ahead.

2024-02-09T17:04:00-05:00January 29, 2024|Categories: Wealth Management, White Paper, Whitepaper|

IRS Announces Temporary E-Filing Delay for Forms 990-T and 1120-POL

Learn about the temporary e-filing delay for Forms 990-T and 1120-POL until March 17, 2024 which impacts returns with due dates falling between January 15, 2024, and March 15, 2024.

2024-02-29T13:31:35-05:00January 26, 2024|Categories: Not-for-Profit, Tax: Exempt Organizations|Tags: , |

Using AI & Data Analytics to Transform Your Finance and Accounting Operations from Transactional to Strategic

Explore how artificial intelligence and data analytics can positively transform your finance and accounting operations.

2024-01-17T10:55:43-05:00January 18, 2024|Categories: Cloud Accounting|Tags: |

Prepare Your Business as the High Estate Tax Exemption Expires

If your estate could surpass the lifetime estate exemption, learn about new guidelines that might justify a lower and more favorable valuation for tax reporting purposes.

2024-01-09T16:52:58-05:00January 10, 2024|Categories: Business Valuation, Tax: Business|Tags: |
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