Insights
Clear thinking on tax, accounting and wealth.
Practical guidance from our advisors on tax planning, business ownership, bookkeeping and data security.
FeaturedTax Planning
6 min read
Twelve decisions to review before December 31, from retirement contributions to harvesting losses.
WL
Read articleWilbert LacyManaging Partner
Business Owners7 min read
How the IRS views owner salary, and how to set a defensible number that still saves payroll tax.MCMarcus ChenSenior Tax Preparer
Accounting5 min read
Clean monthly books are the foundation of every good tax and business decision.WLWilbert LacyManaging Partner
Tax Planning6 min read
Safe harbors, annualization and how to stop overpaying the IRS all year.SASofia AlvarezSenior Bookkeeper
Security & Compliance4 min read
Encryption, MFA, role-based access and audit logging, what they mean for your records.WLWilbert LacyManaging Partner
Tax Planning8 min read
Accelerating depreciation on rental property, when it works and when it doesn't.MCMarcus ChenSenior Tax Preparer