Insights

HIPAA attestation, SOC 2, SOC 2 + HITRUST, or HITRUST r2? Compare five healthcare IT compliance options by cost, scope, and what customers ask for.

How Treasury and the IRS interpret, administer, and enforce federal tax law, and what Loper Bright means if you disagree with a regulation.

No new AI criteria arrived in 2026. Auditors now expect AI evidence under the criteria you already follow. Here is what your next SOC 2 examination covers.

Rising property values have many homeowners with sizeable estates searching for smart ways to preserve wealth and minimize estate tax exposure. A qualified personal residence trust (QPRT) may be one such solution. Learn whether this powerful estate planning tool is right for your situation.

ERISA keeps retirement plan oversight with the sponsor. Four ways fiduciaries reduce risk: form a committee, monitor your TPA, assign ownership, act fast.

From deductible medical expenses and disaster tax relief to a new crypto scam impersonating the IRS, there is a lot for individual taxpayers to keep up with. This roundup covers the latest federal tax news, including upcoming changes to retirement savings through the Saver’s Match program and key IRA divorce considerations.

Company-paid long-term disability insurance sounds like a great benefit, until taxes take a bite out of benefits that are already capped at 60 to 70 percent of your salary. Fortunately, business owners and executives can use a simple planning strategy to make those disability benefits tax-free and protect their income when it matters most.

If you are helping to financially support an aging parent, you may be entitled to valuable tax benefits that often go unnoticed. From a federal tax credit and a more favorable filing status to deductions for medical expenses, the tax code offers real relief for family caregivers who know where to look.

Selling appreciated real estate? An installment sale could help you defer taxes, lock in favorable capital gains rates, and spread your tax liability over several years. But the rules come with real traps for the unwary. Here is what you need to know before you sign on the dotted line.

Not all late-paying customers are the same, and treating them that way can cost you. Whether a customer is facing an unexpected hardship, navigating red tape, or simply won’t pay, knowing the difference can help you recover what you’re owed while protecting the relationships that matter most.