News & Updates

Tax Breaks for Medical Expenses

Tax Breaks for Medical Expenses

Depending on your situation, you may be able to claim certain medical expenses as deductions on your tax return. However, you must itemize deductions, and having enough expenses to qualify can be challenging. Here are five tips to keep in mind: 1. Consider “bunching”...

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Month-End Close Best Practices

Month-End Close Best Practices

Download PresentationWe recently hosted a practical session on month-end close best practices, where attendees learned strategies to improve accuracy, streamline processes, and gain valuable insights from financial data. The session covered: Optimizing the chart of...

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One Big Beautiful Bill Act Webinar

One Big Beautiful Bill Act Webinar

The One Big Beautiful Bill Act of 2025 (OBBBA), signed into law on July 4, locks in key provisions from the 2017 Tax Cuts and Jobs Act and introduces new tax strategies for individuals and businesses. Business-Focused Session Download PDF of...

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