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Resources & Insights
Prepared by Susan Clifford, CPA – Principal Are you taking required minimum distributions? Does the fluctuating market have you worried about having to sell in a down market to satisfy the RMD requirements? Here are a few suggestions to consider. Instead of selling a stock that...
You may have noticed some additional cash in your pocket this year, perhaps a little too much. Some taxpayers have potentially paid too little through income...
The Tax Cuts and Jobs Act brought reform to the way taxpayers can deduct interest related to two types of loans secured by a home: Mortgage...
Prepared by Susan Clifford, CPA – Principal Below is a list of common types of income and expenses along with the document or other information you would typically...
Please disregard if you do not conduct business in Hillsborough County. On January 1, 2019, Hillsborough County changed the sales tax and commercial rental tax rates. Hillsborough County will now collect 8.5 percent for all sales and 5.8 percent on commercial rent, so it is important...
Prepared by Brandon McCafferty, JD/MBA – Senior Tax Manager On June 21, 2018, the US Supreme Court issued a decision that will drastically increase the power of...
Prepared by Jarrett Prince, CPA – Staff Accountant As another year comes to a close, it is time to start thinking about year-end tax planning. This...
Prepared by Lindsey Little, CPA – Manager It’s that time of year again – the Thanksgiving grocery lists are getting written, children are starting their Santa wish-lists, and retail...
Prepared by Susan Clifford, CPA – Principal As 2018 draws to a close and the 2019 tax filing season approaches, there is a lot of talk...
Prepared by Jonathan Kim, CPA – Senior Accountant Virtual currency, also known as cryptocurrency, has gained quite a lot of attention as of late, given Bitcoin’s astronomical...
Downloads and Guides
Click the links below to view a variety of brochures breaking down vital information, compiled by our experts.
- 2018 Tax Organizer Checklist
- 1099 Contractor Template
- 2018 1065 Organizer
- 2018 1040 Organizer
- 2018 1120 Organizer
- Business Organizer Checklist
- 2018 Rental Checklist
- 2018 Form 1040-ES
- 2018 W-9 Form
- 2018 I-9 Form
- 2018 Individual Tax Organizer
- Sales and Use Tax Services
- 2018-2019 Tax Planning Guide
- Risk Assurance and Advisory Services
- Record Retention Guide
- Valuations & Transactions
- Tax Services for Executives & Professionals
- Tax Reform & Individuals
- Tax Compliance & Consulting
- System and Organization Controls (SOC)
- Risk Assurance & Advisory
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- Manufacturers & Distributors
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- High Net Worth Tax Support
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- Employee Benefits Plan Audits
- Financial Statement Audit Services
- Financial Institution Services
- Estate Planning
- Cost Segregation Studies
- Business Services Group
- A Day in the Life of an Internal Auditor
- Hancock Askew – Executive Overview
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