Client Resources

Welcome! Below please find a list of resources that you might find helpful.

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IC-DISC

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Cost Segregation Basics

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8 Things Every Plan Sponsor Should Have BEFORE Their Retirement Plan Audit Begins

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Information Needed to Prepare Form 1041 Income Tax Returns for Estates and Trusts
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20 Commonly Overlooked Tax Deductions

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5 Critical Characteristics to Demand From Your Retirement Plan Auditor

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R&D Tax Credit Basics

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Guide to Inherited Property “Basis” Rules