by Gilbert CPA | Jun 3, 2025
Breaking down the April budget resolution and the House-passed reconciliation On May 22, 2025, the U.S. House of Representatives narrowly passed a comprehensive budget reconciliation package that now moves to the Senate. This legislation builds upon the fiscal...
by Gilbert CPA | Apr 15, 2025
Forbes 2025 Best-In-State CPAs Congratulations to our amazing CEO, Bobbie Hales, who has been named one of Forbes’ Best-In-State CPAs! This prestigious recognition is a true testament to Bobbie's leadership, dedication, and impact. As Forbes notes, this list...
by Gilbert CPA | Apr 3, 2025
Choosing between donor-advised funds and private foundations Charitable giving allows individuals and families to create a lasting impact, aligning wealth with deeply held values. While donating directly to a nonprofit is straightforward, structured giving vehicles...
by Gilbert CPA | Mar 29, 2025
Asset sale vs. stock sale: what business owners need to know before selling Deciding to sell your business is a major milestone, but structuring the sale can quickly become complex. One of the most important considerations is whether to structure the transaction as an...
by Gilbert CPA | Mar 27, 2025
CTA update: major change to BOI reporting requirements in interim final rule If you’ve been following developments around the Corporate Transparency Act (CTA), you know it’s brought some sweeping changes to business reporting requirements, particularly...
