The QBI deduction has been permanently extended under the new tax law. Business owners, freelancers…
CAAS for AI Startups: Specialized Accounting & Advisory for High-Growth Tech Companies
AI startups face unique financial challenges that require more than basic bookkeeping.
Unlock Tax Savings: How the One Big Beautiful Bill Act Restores Full R&D Expensing and Refund Opportunities
Unlock full R&D expensing with the One Big Beautiful Bill Act. Learn how to amend past returns, boost cash flow, and maximize your tax savings now.
The Hidden Tax Gold Mine: Why Strategic Startups Are Choosing C-Corps Over LLCs
Learn why C-Corporation structure can save millions in taxes, attract investors, and fuel growth—key advantages most entrepreneurs overlook.
Relocating? How to Avoid the Multi-State Tax Trap That Costs Business Owners Thousands
Thinking of relocating your business? Learn how to avoid the multi-state tax trap that can lead to audits, double taxation, and costly mistakes.
Why Your Investment Advisor and CPA Need to Talk The Hidden Cost of Siloed Financial Advice
Discover why siloed financial advice can cost high-net-worth families millions, and how integrated planning between your CPA and advisor helps.
4 Tips for Navigating Earn-Outs in a Business Sale
Discover 4 essential tips for navigating earn-outs in a business sale. Learn how to structure metrics, maintain control, and maximize your payout.
5 Ways to Pay Less Taxes When Selling Your Business
Learn five tax-saving strategies to reduce your tax liability when selling your business.
Executive Order Impact: Key Concerns for Small Business DoD Contractors
President Trump signed a new executive order on February 26, 2025, implementing significant reforms to…
Massive Tax Cuts Coming in 2025? What Business Owners and Investors Need to Know Now
A new House budget plan could bring the massive tax cuts in nearly a decade. Learn how business owners and investors can prepare now for potential tax savings…
Bill Clement
Bill is a Managing Partner of the firm and began his career in public accounting providing audit, tax, consulting, and other key services to privately-held manufacturing, construction, technology, and industrial companies.