Top 8 estate planning factors for real estate
Estate planning for real estate requires a strategic and comprehensive approach. This discussion highlights eight important estate-planning factors in the real estate context.
New retirement plan distribution options introduced by SECURE 2.0
SECURE 2.0 provides new opportunities for plan participants to take retirement distributions without incurring early withdrawal penalties.
Brady Martz Named Among Accounting Today’s 2024 Regional Leaders
Top 100 nationally ranked accounting and advisory services firm Brady Martz & Associates today announced that the Firm was recently named among Accounting Today’s Regional Leaders for the Midwest. Each year, Accounting Today releases an annual ranking of the leading national and regional firms, as well as their chief executives’ take on the major is
Brady Martz COO Stacy DuToit Recognized as Prairie Business Top 25 Women in Business
Top 100 nationally ranked accounting and advisory services firm Brady Martz & Associates today announced that Chief Operating Officer (COO) Stacy DuToit has been recognized among the Top 25 Women in Business by Prairie Business magazine. This award is open to female business leaders in North Dakota, western Minnesota, and South Dakota whose achievements mak
Brady Martz CEO Todd Van Dusen Announces Intention to Retire
Top 100 nationally ranked accounting firm Brady Martz & Associates today announced that CEO Todd Van Dusen intends to retire in 2024. “I’m proud of what we’ve accomplished at Brady Martz and of the incredibly talented and committed people I work with every day,” said Van Dusen. “Together, we have reimagined financial and business a
Headlights Newsletter – Winter 2024
The latest issue of Headlights, a publication of the AutoCPA Group, is now available. Please click here to access the newsletter.
State income tax law changes for the fourth quarter of 2023
A summary of state and local income tax updates enacted during the quarter ending Dec. 31, 2023, which may impact current or deferred tax provisions.
A guide to generation-skipping tax planning
To fully understand the inclusion ratio of a trust, you must ask several questions and recreate the history of transfers made to the trust.
Beware of state equivalent 1099 filing obligations
As millions prepare to file federal forms 1099, the obligation to file state equivalent returns is often overlooked.
IRS announces details for ERC Voluntary Disclosure program
IRS provides VD Program for employers to return ERC refunds and avoid penalties and interest. Employers must apply by March 22, 2024.