Insights

Understanding the 2024 Yellow Book Update

Mark your calendars; the long-awaited revisions to the 2018 Yellow Book will take effect December 15, 2025. The changes were released in early 2024, but soon they will be the standard that government auditing is held to.

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2025 Year-End Tax Planning Guide for Businesses – Public Companies

As public companies prepare for year-end, a proactive and integrated tax strategy is essential for optimizing cash flow, reducing risk, and ensuring transparent financial communication with stakeholders. This guide highlights key areas that corporate tax and finance leaders should evaluate before the close of the fiscal year.

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2025 Year-End Tax Planning Guide for Businesses – Public Companies

As public companies prepare for year-end, a proactive and integrated tax strategy is essential for optimizing cash flow, reducing risk, and ensuring transparent financial communication with stakeholders. This guide highlights key areas that corporate tax and finance leaders should evaluate before the close of the fiscal year.

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Pair a Living Trust with a Pour-Over Will

Pairing a living trust with a pour-over will create a comprehensive estate plan that ensures all assets are managed and distributed according to your wishes. The living trust streamlines transfers and avoids probate for most assets, while the pour-over will act as a safety net for anything left out, maintaining consistency and privacy.

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