Client Resources
Welcome! Below please find a list of resources that you might find helpful.
IC-DISC
Cost Segregation Basics
8 Things Every Plan Sponsor Should Have BEFORE Their Retirement Plan Audit Begins
Information Needed to Prepare Form 1041 Income Tax Returns for Estates and Trusts
21 Commonly Overlooked Tax Deductions and Credits Guide
5 Critical Characteristics to Demand From Your Retirement Plan Auditor
R&D Tax Credit Basics
Guide to Inherited Property “Basis” Rules