IRS offers safe harbor for Trump accounts There's a safe harbor for gift tax reporting, but the American Institute of CPAs recommends families educate themselves as the accounts go live July 4.
Your state and the 150-hour rule The accounting profession is nearly finished with its overhaul of CPA licensure requirements, with only a few states left to make changes.
In addition, our firm assists clients with the preparation of personal financial statements, budget and financial forecasting, bookkeeping, and financial analysis.