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

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What’s New for Retirement Catch-Up Contributions in 2026
Beginning in 2026, a significant change to retirement plan catch-up contributions takes effect. Part of the 2022 Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act, the change affects higher-income taxpayers age 50 and older who contribute to...
Businesses: Act Soon to Take Advantage of Clean Energy Tax Incentives
While legislation signed into law in 2025 extends or enhances many tax breaks for businesses, it ends some clean energy tax incentives. Fortunately, your...
2026 Tax Law Changes for Individuals
Here’s a sampling of some significant tax law changes going into effect this year: New charitable contribution deduction for non-itemizers for cash...

