Key Year-End Considerations for Insurance, Employee Benefits and Pensions

By Allison Katz

As the year draws to a close, it’s essential to take a comprehensive look at your insurance policies. Reviewing your coverage now can help you identify potential savings and ensure you’re adequately protected against any surprises. Here are some of the factors to consider in terms on your insurance, employee benefits and pension plans. Disclaimer:No…

Could You Benefit from a R&D Tax Credit Analysis?

By Krysten Hambrook

To minimize the cash tax impact of federal (and state) income tax payments, R&D Tax Credit studies should be considered. The R&D Tax Credit is broad and applies to many industries. Taxpayers do not need to be engaged primarily in R&D to qualify, nor do they need to be in a positive tax position (recent…

Charitable Giving and Education Savings in 2025

By Krysten Hambrook

Charitable Gifting Charitable Contributions For 2025, donors may claim a tax deduction for contributions of cash of up to 60% (for noncash assets held more than one year up to 30%) of one’s AGI. Donation amounts in excess of these limits may be carried over for up to five tax years. For example, consider an…

Navigating DoD Contract Obligations in Advance of Fiscal Year 2026 Funding

By Ruby Castaneda

The Department of Defense (DoD) has issued a class deviation, referenced as USA002140-25-DPCAP, to guide contracting officers on awarding contracts and modifications in advance of Fiscal Year 2026 appropriations. This policy is crucial for maintaining operational continuity during lapses in federal funding and outlines the conditions under which contracts, modifications, task orders and delivery orders…

Current State of Managed IT Security Services for SMBs

By Ruby Castaneda

Managed IT and Cybersecurity Services have become a cornerstone for small and medium-sized businesses (SMBs) seeking to optimize their technology infrastructure, reduce costs and stay competitive in an increasingly digital marketplace. As technology continues to evolve, SMBs face unique challenges and opportunities in adopting managed IT and security services to support their operations and growth….

How PEOs Can Maintain ESAC Accreditation With Confidence

By Ruby Castaneda

For PEOs, obtaining ESAC Accreditation is more than a one-time achievement. It’s a continuous process that requires vigilance, expertise, and strategic support. PEOs must constantly monitor their compliance status, ensuring that all aspects of their operations meet the stringent requirements set by ESAC. This vigilance helps build trust with clients, as they can be confident…

The Impact of Guaranteed Payments on Law Firm Finances

By Ruby Castaneda

For law firms organized as partnerships, guaranteed payments to partners carry important tax and financial implications. This article explores the nature of guaranteed payments, their impact on both the firm and individual partners, and key considerations for structuring them effectively to ensure compliance, fairness, and financial sustainability. What Are Guaranteed Payments Guaranteed payments are predetermined,…