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
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
