Menu Close

Category: Financial Services

Feeling Charitable? Act (or Don’t Act) Now

The One Big Beautiful Bill (“OBBBA”) preserved one familiar charitable giving rule, but quietly changed several others in ways that make timing more important than…

Important estate tax exemptions are set to expire.

Significant change to federal estate tax exemption slated for January 1, 2026

LaPorte is proud to announce that Jennifer Bordes, CPA, CSEP, MS, a LaPorte Tax Services Director, has collaborated with CityBusiness to author and publish the…

Business Process Review

Looking to Make Operations More Efficient? Consider a Business Process Review.

In your strategy meetings, how often do you talk about business process improvements? Even if your leadership team actively works to improve operations, you may…

Employee Retirement Income Security Act

Plan Sponsors, are You Ready for New Forfeiture Rules?

In February 2023, the IRS released proposed regulations that address how plan administrators should treat and report contributions that have been forfeited back to their…

Audits are just one type of CPA service.

What are the different types of financial statement services?

The term “audit” gets used liberally when businesses need to provide financial statements to outside parties, but an audit may not actually be what many…