Client Resources Welcome! Below please find a list of resources that you might find helpful. Client Portal Login 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 20 Commonly Overlooked Tax Deductions 5 Critical Characteristics to Demand From Your Retirement Plan Auditor R&D Tax Credit Basics Guide to Inherited Property “Basis” Rules