We have prepared a selection of frequently asked questions.
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Maurice La Verdure: Aug 5, 2025 4:53:21 PM
If you’re claiming deductions for business meals or vehicle expenses, expect the IRS to closely review them. In some cases, taxpayers have incomplete...
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Maurice La Verdure: Jul 9, 2025 9:58:12 AM
When many small to midsize businesses are ready to sponsor a qualified retirement plan, they encounter a common obstacle: complex administrative...
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Scott Henvey: Jul 9, 2025 9:55:05 AM
Retirement planning is essential for all families, but it can be especially critical for couples where one spouse earns little to no income. In such...
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Maurice La Verdure: Jun 12, 2025 10:27:01 AM
The future often weighs heavier on the shoulders of family business owners. Their companies aren’t just “going concerns” with operating assets, human...
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Scott Henvey: Jun 12, 2025 10:23:22 AM
The IRS recently released the 2026 inflation-adjusted amounts for Health Savings Accounts (HSAs). Employees will be able to save a modest amount more...
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Maurice La Verdure: Jun 12, 2025 10:19:06 AM
Creating a marketing strategy for any company isn’t a “one and done” activity. As you’ve no doubt experienced, the approach you use to connect with...
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Scott Henvey: Jun 12, 2025 10:13:47 AM
Many businesses turn to independent contractors to help manage costs, especially during times of staffing shortages and inflation. If you’re among...
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Maurice La Verdure: May 8, 2025 12:25:19 PM
Even after your 2024 federal return is submitted, a few nagging questions often remain. Below are quick answers to five of the most common questions...
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Scott Henvey: May 8, 2025 12:22:14 PM
Determining “reasonable compensation” is a critical issue for owners of C corporations and S corporations. If the IRS believes an owner’s...
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Scott Henvey: May 8, 2025 12:17:36 PM
Stock, mutual fund and ETF prices have bounced around lately. If you make what turns out to be an ill-fated investment in a taxable brokerage firm...
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Maurice La Verdure: May 8, 2025 12:08:47 PM
If you inherit assets after a loved one passes away, they often arrive with a valuable — but frequently misunderstood — tax benefit called the...
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Scott Henvey: May 8, 2025 12:03:57 PM
Suppose you’re thinking about setting up a retirement plan for yourself and your employees. However, you’re concerned about the financial commitment...
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Maurice La Verdure: May 8, 2025 11:49:33 AM
When we prepare your tax return, we’ll check one of the following filing statuses: single, married filing jointly, married filing separately, head of...
