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Gift and Estate Tax Changes
Advisory and Business Consulting Tax Wealth Management and Investment Advisory Construction and Real Estate Manufacturing and Distribution
The Ticking Time Bomb for High Net Worth Clients The Tax Cuts and Jobs Act of 2017 (TCJA) introduced monumental tax reform for individual and ...
Keeping Your Digital Identity Secure
The internet is a great resource for information and entertainment, but it can also be an avenue to security breaches or identity theft. Security breaches ...
MEDIA: LBMC PC announces new leader as CEO Jeff Drummonds steps down
Originally an exclusive with NBJ. By Ian Bradley – Reporter, Nashville Business Journal LBMC PC CEO and managing shareholder Jeff Drummonds will step down from his position ...
SOC for Supply Chain
In March 2020, the AICPA launched a new risk reporting framework, SOC for Supply Chain. The new framework is the latest in the AICPA’s System ...
IRS Announces Pause in Employee Retention Credit Claims
Earlier this month, the IRS announced that it was implementing a moratorium on the acceptance of new Employee Retention Credit claims until 2024. Any businesses ...
Webinar: New SEC Valuation Requirements for Adviser-Led Secondaries
On August 23, the SEC finalized a new rule (IA-6383) requiring private fund advisers to obtain fairness opinions or valuation opinions in connection with adviser-led ...
Fair Market Value of Hospice Medical Director Compensation
In July 2023, the Centers for Medicare and Medicaid Services (CMS) announced increased efforts to combat hospice fraud and abuse, focusing on oversight of hospice ...
Hospice Business Ownership Sale Restrictions Looming
In July 2023, the Centers for Medicare and Medicaid Services (CMS) announced increased scrutiny on hospice ownership and physician medical directors to combat hospice fraud ...
Employee Retention Credit (ERC) 101
The Employee Retention Credits (ERC) provide relief in the form of a refundable tax credit to businesses that kept their employees on payroll and/or incurred ...
Make the Most of Your Microsoft ERP – Leverage the Power of Dynamics CRM
When it comes to running a successful business, having the right tools and software in place is crucial. If your company already uses Microsoft Dynamics ...
Four Benefits of Data-Driven Decision Making
Knowledge is power. And in today’s business world, knowledge comes from data. Incorporating data into the decision making process can be a game changer for ...
Dynamics CE Versus Dynamics 365 Sales: Which One is Right for Me?
What is Dynamics 365? Microsoft created a potent package of cloud-based business tools called Dynamics 365. Among the suites’ applications are Dynamics 365 Customer Engagement ...











