Leading the industry
in helping industry leaders

Explore knowledgeable commentary and insights on a broad spectrum of accounting, tax, finance, and business topics.

Today’s Loop

  • Generation-Skipping Tax

    Generation-Skipping Tax – 11 Things You Must Know

    The generation-skipping transfer tax (GSTT) targets property transfers to younger generations, adding a layer of complexity beyond standard gift or estate taxes. For high-net-worth individuals, understanding GSTT is crucial for [...]

  • Cost of Outsourcing Accounting Services

    Cost of Outsourcing Accounting Services

    Outsourcing accounting services has become a highly effective strategy for businesses to manage their financial tasks while maintaining control over costs. To truly leverage this approach, it's crucial to understand [...]

  • Optimal Family Office Tax Structure in 2024

    Structuring a family office for optimal tax efficiency is essential for high-net-worth families. Recent changes to tax laws make it crucial to strategically manage your family's financial, investment, and personal [...]

  • Beneficial Ownership Reporting & Information Guide

    Beneficial Ownership Reporting & Information Guide

    In 2021, Congress enacted the Corporate Transparency Act (CTA), mandating that companies report their beneficial ownership information (BOI) to the Financial Crimes Enforcement Network (FinCEN). Starting January 1, 2024, non-exempt [...]

  • Cost Segregation Guide for Real Estate Investors

    Cost Segregation Guide for Real Estate Investors

    Cost segregation is a powerful tax strategy that allows real estate investors to utilize accelerated depreciation deductions. It results in substantial tax savings, improved cash flow, and enhanced return on [...]

  • Best Business Structure for Tech Startups

    Best Business Structure for Tech Startups

    The best business structure for tech startups aiming to scale rapidly and secure substantial investment is typically a C corporation due to its robust liability protection and capacity to attract [...]

  • controller vs chief financial officer

    Controller vs CFO – Which One Do You Need?

    Choosing between a controller and a CFO is crucial for any business, especially as it grows and its financial needs become more complex. The main difference between a controller and [...]

  • Tax Deductions for High Earners

    Top 15 Tax Deductions for High Earners

    High-income earners often face substantial income taxes every year. However, with strategic financial planning, it's possible to significantly reduce taxable income and maximize available tax deductions. Understanding the specific deductions [...]

  • Chief Financial Officer vs Vice President of Finance

    CFO vs VP of Finance

    Chief Financial Officer (CFO) and Vice President of Finance (VP of Finance) are two high-level finance roles. These professionals oversee different aspects of a company's finances and work to ensure [...]

Clients We Work With