July 2023 News Updates

July 2023 News Updates

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Tax Strategies For Startups:?How To?Maximize Savings?And?Minimize Risk

In the dynamic world of startups, every decision can have a significant impact on the trajectory of the business. One area that often gets overlooked in the early stages, but can have profound implications, is tax strategy.

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Conservation Easements:?Protecting Nature And Reducing Taxes

Welcome to the world of conservation easements—a unique combination of environmental preservation and strategic tax planning. Conservation easements serve as potent tools for landowners aiming to safeguard their land's natural splendor, ecological worth and heritage for coming generations while reaping substantial tax benefits for successful wealth preservation and growth.

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How A Historic Tax Credit Consultant Can?Maximize Your Project's ROI

The preservation of historic buildings plays a vital role in maintaining the architectural and cultural heritage of our communities. To encourage property owners and developers to invest in these projects, the government offers a variety of tax credits and incentives. However, navigating the complexities of these programs can be challenging. That's where a?historic tax credit consultant ?comes in.

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Building Relationships And Making Connections?At AIPCA Engage

In this live recording at the AICPA Engage Conference in Las Vegas, Heidi interviews Daryl Petrick, a partner at Bowman and Company. Daryl shares his unique perspective on people and employees, emphasizing the importance of connections and relationships. The conversation also delves into the importance of building a legacy, cultivating staff, overcoming adversity, and focusing on both technical and interpersonal skills.

Listen to the Podcast here


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Overcoming Your Firm's Staffing Challenges?Once And For All

On this edition of the Advisory Accelerator Podcast, we speak with Nick Sinclair, founder of TOA Global and discuss how TOA Global's unique model builds long-term relationships between their placements and the client's firm. It creates a seamless integration that feels like they are just down a long hallway.?Nick touches on the benefits of outsourcing for cost and talent arbitrage and the importance of effective communication in building successful remote teams.

Listen to the Podcast here

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