News & Articles
Recent updates and the latest guidance for the CPA Profession
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What is a 1031 exchange?
CPAdirectory | February 01, 2023A 1031 exchange, also known as a like-kind exchange, is a tax strategy that allows real estate investors to defer paying capital gains tax on the......
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The Syndication Shift: How Self-Direction is Changing Real Estate Syndications
Quest Trust Company | January 31, 2023It’s no secret that real estate is a hot market, but there’s been a shift in the way people invest into that market. There is......
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The reasons why businesses should work with a CPA during tax season
CPAdirectory | January 31, 2023Tax season can be a stressful and overwhelming time for businesses, but working with a certified public accountant (CPA) can help alleviate some of that......
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The Importance of Tax Planning for Cryptocurrencies
CPAdirectory | January 31, 2023Cryptocurrency has emerged as a new asset class and a popular investment option for many individuals and organizations. With the rise of digital currencies, tax......
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Tri-State CPA Firm Opens Pipeline for Growth Through Staff Augmentation Services
Paro | January 05, 2023About the Company Located in the tri-state area, the mid-sized CPA firm delivers bookkeeping, accounting, tax and consulting services to clients across a range of industries. The......
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The 5 Biggest Business Trends In 2023
Reach Reporting | January 05, 2023This year has been a challenging one for businesses in many industries, and 2023 is shaping up to be another tough hill to climb. A......
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SDIRA End of Year Checklist
Quest Trust Company | December 21, 2022As the weather gets cooler and we inch closer to the holidays, many people are preparing for the end of the year to get a......
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Investing in Opportunity Zones
Cantor Fitzgerald | December 06, 2022This white paper covers advanced tax planning real estate strategies: Current real estate and political environment with implications for buyers and sellers. Real estate tax planning strategies......
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2023 Contribution Limits and Why You Should Make a Contribution
Quest Trust Company | November 22, 2022A common question you hear in the retirement world is “how can I retire comfortably”, and we are constantly reminded how important it is to......
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How to Drive Impactful Growth with a Modern Finance Department
Paro | November 15, 2022By Anita Samojednik.Increasingly, the demands placed upon the finance department of a company are multifaceted and rapidly changing. Traditionally, finance departments were ancillary to leadership.......
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