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President Trump signs his One, Big, Beautiful Bill Act into law

On July 4, President Trump signed into law the far-reaching legislation known as the One, Big,...

The U.S. Senate passes its version of President Trump’s tax bill

The U.S. Senate passed its version of The One, Big, Beautiful Bill (OBBB) by a vote of 51 to 50 on...

How to Plan for Succession: Preserving, Protecting, and Passing on Wealth

The key to success is to be thoroughly prepared. Succession will happen within families, but it is...

Leadership Spotlight - Emily Signorelli

Emily is a director in the Charleston office with over 16 years of experience in public accounting...

ERISA Fidelity Bonds: Myth Busting Five Common Misconceptions

In the complex world of employee benefit plans, fidelity bonds serve as a crucial safeguard against...

NY Court Upholds State’s Revised P.L. 86-272 Regs, Bars Retroactivity

A New York court recently ruled that Public Law (P.L.) 86-272, which provides limited protections...

Three Team Members Admitted to the Partnership

Today, it is with great pride that we announce that we have admitted Lisa Reecher, Brittany Quinn,...

The House passes The One, Big, Beautiful Bill Act: An overview of its tax provisions

The U.S. House of Representatives passed its sweeping tax and spending bill, dubbed The One, Big,...

10 Best Practices for AML Models in Financial Institutions

Who doesn’t get excited about Anti-Money Laundering (AML) models? We understand, only a few of us...

EV buyers, beware! House GOP bill ends clean vehicle tax credits after 2025

The U.S. House of Representatives has passed its budget reconciliation bill, dubbed The One, Big,...