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Our team develops specific audit plans for your institution and drafts programs tailored to your needs.

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New Tax Rules Could Impact Your 2025 Planning
Top Highlights Under The New Law The One Big Beautiful Bill Act of 2025 (OBBBA) was signed into law on the July 4th holiday. This sweeping legislation locks in several tax cuts from the 2017 TCJA and introduces a host of new provisions designed to benefit both...
When is Employer-Paid Life Insurance Taxable?
If the fringe benefits of your job include employer-paid group term life insurance, a portion of the premiums for the coverage may be taxable. And that could...
An IRA Withdrawal Strategy with Tax-Reducing Power
As the year winds to a close, your chance to lower your 2024 tax bill also winds down. If you’re age 70½ or older, you may want to make a qualified charitable...

