Insights
Insights.
Practical guidance from our partners on the tax, accounting and planning questions our clients ask most.
Year-end tax planning for closely held businesses and their owners
The moves to review before December 31, for the business and the owner’s personal return together.
Read article → ConstructionJob costing mistakes that quietly erode contractor margins
Where cost tracking breaks down, how it distorts your WIP schedule, and the practical fixes.
Read article → Real Estate1031 exchanges for New York real estate investors: deadlines and common traps
The 45- and 180-day rules, qualified intermediaries, taxable “boot,” and the New York issues to plan for before you sell.
Read article → Business OwnersSuccession planning for family businesses: start five years before you think you need to
Exit options, valuation, and the tax and family decisions to make while you still have time.
Read article → ConstructionWhat surety companies look for in a contractor’s financial statements
How underwriters read your balance sheet and WIP schedule, and how to strengthen your bonding capacity.
Read article → Private ClientLeaving New York? How the state decides whether you’re still a resident
Domicile, the 183-day rule, what auditors examine, and the records to keep when you move.
Read article →Have a question about your situation?
Every client’s facts are different. Talk with a partner about how these issues apply to you.