Management Advisory

When it comes to business management, a team of professional advisors can be a key component for avoiding pitfalls. As your trusted advisors, we provide a breadth of knowledge and experience to help facilitate the success of our clients.

Devising a Master Plan

We can help you develop a solid business plan, institute financial controls to safeguard and maximize the return on your financial assets, consult with you on decisions related to your financial management systems and staff, address succession planning, and provide coordination for your legal, insurance, banking, and other professional relationships.

Let us assist you in initiating collaborative, efficient, and effective management tools, and monitoring the results over time.


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Revisiting Eligibility for Small Business Taxpayer Exemptions

| TAX | No Comments
“An exemption from UNICAP? And no limitation on the amount of business interest expense I can deduct? Sign me up!” Many taxpayers (and their tax return preparers) have eagerly embraced…

Complying with SECURE Act Changes to Long-Term Part-Time Employee Eligibility and IRS Form 5500

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Two significant regulatory changes to retirement plans require immediate attention from plan sponsors, both to ensure current operational compliance and to comply with upcoming deadlines. Many long-term, part-time (LTPT) employees…

Virginia Issues Final PTET Guidance for Tax Years 2022-2025 and Retroactive Guidance for Tax Year 2021

| TAX | No Comments
On January 17, the Virginia Department of Taxation (DOT) issued final guidelines for the commonwealth’s pass-through entity tax (PTET) for tax years 2022 through 2025, and on March 4, it…

Treasury, IRS Release Final Regulations on Elective Pay Election for Energy Tax Credits

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The Department of the Treasury and the IRS on March 5 released final regulations (TD 9988) on the elective pay election for certain energy tax credits under IRC Section 6417,…