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Our teams develop specific audit plans for your institution and draft programs specific to the departments or areas under review.

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We gain a cohesive understanding of your institution to deliver customized consulting solutions that meet your objectives.
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Minimizing Capital Gains Tax on Sale of a Home
If you're looking to sell your home this year, then it may be time to take a closer look at the exclusion rules and cost basis of your home to reduce your taxable gain on the sale. The IRS home sale gain exclusion rule allows an...
Deducting Business-Related Vehicle Expenses
If you're self-employed and use your car, SUV or other vehicle for business, you can deduct certain business-related vehicle expenses. Depending on the cost...
What To Know About Reverse Mortgages
Home equity represents a significant portion of the average retiree's wealth. If you're 62 or older and house-rich but...