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Preparing Your Investment Portfolio for the Washington State Millionaire's Tax

2026 Employee Benefit Plan Audit Season: What Plan Sponsors Should Be Watching

About Ascend: Why We Joined and What it Means for You

Granting Clarity: What You Need to Know About ASU 2025-10, FASB's New Government Grant Guidance

Income Tax Signed in Washington State

Washington Tax Legislation 2026 Update

IRS Grants Tax Relief to Washington Taxpayers Impacted by Severe Storms

Women Who Inspire: Empowering Words from Our Community

When are Audits Required for Nonprofits?

Ascend Expands West Coast Footprint with Sweeney Conrad

Sweeney Conrad Client Notice - January 1st, 2026

How a Fractional CFO Can Empower Your Business

Navigating Tariffs and Their Impact to Inventory Valuations

Rethinking Credit Losses: A Closer Look at ASU 2025-05

Feeling Charitable? Be Sure You Can Substantiate Your Gifts

Significant Changes Coming to Catch-Up Contributions in 2026

Is a Custodial Account Right for Your Family?

The Pros and Cons of POD and TOD Accounts

Rules for Vacation Rental Home Deductibility

The 5 Biggest Audit Bottlenecks — and How to Fix Them Before They Cost You Time and Money

Understanding Agreed-Upon Procedures and Consulting Engagements: Which One Fits Your Needs?

When Moving Out of State, Review Your Estate Plan

Federal Government to Cease Acceptance or Issuance of Paper Checks for Payments

Key Tax Implications of the One Big Beautiful Bill

Risky business: How Auditors Help Combat Corporate Fraud

Why an Employee Stock Ownership Plan May Benefit Your Estate Planning

The SECURE Act 2.0 and You

How Are My RSUs Taxed, and What Can I Do to Pay Less in Taxes?

Have You and Your Spouse Coordinated Your Estate Plans?

Old Invoices, New Rules: Tap Into the Power of the AR Aging Report

Estate Tax Changes in Washington's New Tax Laws

Governor Ferguson Signs New Washington Tax Legislation

The Sandwich Generation: Caring for Parents and Children? Don’t Overlook Your Estate Plan

Navigating Fair Value Measurements Under GAAP

Why Choosing a Local, Independent Accounting Firm Could Be Your Smartest Business Move

New Washington Tax Proposals Will Have Broad Impacts on Businesses and Individuals

6 Practical Tips to Lower Business Travel Expenses

It May Be in Your Best Interest to File a Gift Tax Return

Checklist: 10 Questions Construction Companies Should Ask When Selecting an Accounting Firm

Empowered Women, Empowering Words: Wisdom from Our Community

7 Steps to Plan for an Employee Benefit Plan Audit

SEC Reverses Course on Crypto Accounting

Do You Have the Right Amount of Life Insurance Coverage?

Court Decision Allows More Investments to Be Taxed By Washington, Potentially Impacting Charities and Individuals

Beyond the Financials: What’s a Quality of Earnings Report?

Estate Planning for Non-U.S. Citizens Requires Extra Care

5 Ways a Fractional CFO Can Save Your Business Money and Drive Growth in 2025

How Do Auditors Verify Account Balances and Transactions?

If Your Estate Includes IP, Consider These Planning Strategies

Understanding the New IRS Form 15620 for Section 83(b) Elections

Ensure You're Properly Documenting Your Charitable Donations

Eyes on the Income Statement

BOI Reporting Requirements

Sweeney Conrad Fall 2024 Promotions

Downtown Seattle Construction Legislative Updates

The Evolution of Financial Reporting

Business Owner? A Buy-Sell Agreement Should Be Part of Your Estate Plan

Strong Controls Over Financial Reporting are Essential

A Real-Life Example of Why a Holographic Will Isn’t Enough

Reminder – Annual Apportionment Reconciliations for 2023 are due Oct 31st

Lessons Learned from the DOL Audit Quality Study for Employee Benefit Plans

If You've Inherited an IRA, You Need to Know About These New Final IRS Regulations

NPD Social Security Breach - What to Do Next

Intuit to End Sale of Most QuickBooks Desktop Products

Understanding the Washington State Capital Gains Tax and Minimizing Your Tax Bill

Bookkeeping Provides a Solid Foundation for Financial Reporting

An HSA Can Be a Healthy Supplement to Your Wealth-Building Regimen

Surprise Audits are Proven to Fight Fraud

Own Foreign Assets? Account for them in Your Estate Plan

Insights on Estate Tax Changes and Estate Planning

The Best Advice My Dad Ever Gave Me...

6 Tips for Disruptive Networking

It’s Almost Time for a Midyear Checkup on Your Company’s Financial Health

When Providing for Your Children, One Trust May Be Better than Two

Scam Alert: IRS Warns of Imposters

Look it Up: A Glossary of Key Estate Planning Terms

5 Reasons to Attend Our 2024 Summer Summit

Auditing WIP Today

The Importance of Getting Your Financials Done On Time

What are your options to fund long-term care expenses?

Sticking to the Plan...Advice for Adhering to Plan Provisions

Celebrating International Women's Day 2024

Is It Time to Review Your Beneficiary Designations?

Solid Financial Reporting Can Help Attract Debt and Equity Financing

Where Should You Keep Your Estate Planning Documents?

The Future of Accounting: How to Embrace Cutting-Edge Technology

Year End is Gift-Giving Time: Use the Annual Gift Tax Exclusion to the Max

Happy Holidays from Sweeney Conrad!

An Overview of the Offsetting Rules

Owning Assets Jointly With a Child May Not Be the Right Estate Planning Strategy

The Corporate Transparency Act (CTA)

Are You Ready for Year-End Inventory Counts?

Financial Instruments – Credit Losses (FASB ASC 326)

Are You Considering Moving to a New State to Minimize Estate Tax?

4 Ways to Prepare for Next Year's Audit

Navigating the Percentage-of-Completion Method

What are the Pros and Cons of Custodial Accounts for Minors

Selecting a Qualified Auditor for Your Employee benefit Plan

Yes, You Still Need an Estate Plan Even if You're Single, Without Children

New Standard Issued by FASB to Improve Accounting for Joint Venture Formations

How to use QuickBooks as a Fraud Detection Tool

Turning Receivables Into Cash

The Time to Make Health Care Decisions is When You're Healthy

If Your Family Owns a Vacation Home, Address it Carefully in Your Estate Plan

How to Leverage AI in your Accounting Department

If You're Married, Ensure that You and Your Spouse Coordinate Estate Plans

Washington Capital Gains - Document Now to Ensure Your Exemptions Aren't Denied Later

Have You Planned for Long-Term Health Care Expenses?

New-and-Improved Accounting Rules for Common Control Leases

To File or Not to File a Gift Tax Return, That is the Question

Washington Supreme Court Rules on Capital Gains Tax

Coming Soon: 5 Accounting Rules that Take Effect in 2023

Washington Capital Gains Filings Now Live!

Happy International Women's Day!

Auditing Accounting Estimates

Understand Your Spouse's Inheritance Rights if You're Getting Remarried

How to Get Started With TaxCaddy

What is TaxCaddy?

R&D Rules Updates Fail to Pass in Congress

Preparing for Year-End Inventory Counts

SC in the Community: Housing Connector

Washington Capital Gains Tax is Due April 18th, 2023 Even Though it is Still Under Appeal

Annual Gift Tax Exclusion Amount Increases for 2023

SEC Chair Gensler Warns About Conflicts of Interest

Deducting a Trust's Charitable Donations

Consider a Surprise Audit to Keep Your Accounting Department on its Toes

Is Your Current Bad Debt Allowance Reasonable?

What Does “Probate” Mean?

Washington 2021 Annual Apportionment Reconciliations Due October 31, 2022

Making Annual Exclusion Gifts Can be a Deceptively Powerful Estate Planning Strategy

The Inflation Reduction Act Includes Wide-Ranging Tax Provisions

How to Account for Collaborative Agreements

Remote Auditing: A Brave New World

Estates Now Have an Additional Three Years to File for a Portability Election

Does Your Washington Tax Return Need a Tune-Up?

Standard Business Mileage Rate Will Increase for the Second Half of 2022

Management Letters: Follow Up on Your Auditor's Recommendations

Contingent Liabilities: To Report or Not to Report?

How Inflation Could Affect Your Financial Statements

Much Ado About Nexus

Estate Planning and Business Succession Planning: the Lines Blur with a Family Business

CLTs: a Charitable Trust that Takes the Lead

The HSA: A Healthy Supplement to Your Wealth-Building Regimen

Are You and Your Spouse Considering "Splitting" Gifts?

Understanding the Terms of Health Care Directives

Addressing Adopted Children or Stepchildren in Your Estate Plan

FAQs About Fair Value in Accounting

Goodwill in a Bad Economy

Power Up Your Trust With Crummey Powers

What Estate Planning Strategies Are Available For Non-U.S. Citizens?

Careful Planning Required For Beneficiaries to Borrow From a Trust

Employee Benefit Plans - Applying the Liquidation Basis of Accounting

Timing Counts: Reporting Subsequent Events

Eyes on Related Parties

Clarity Counts When it Comes to Estate Planning Documents

A Beneficiary Designation or Joint Title Can Override Your Will

Owning Real Estate in More Than One State May Multiply Probate Costs

Are You Ready for the New Disclosure Requirements for Government Assistance?

New Audit Committee Survey Reveals Trends on Risks, ESG Reporting and More

The Importance of Timely Deferral Remittances

What are Plan Sponsors' Responsibilities Under SAS 136?

Plan Documents and Your Fiduciary Responsibility

5 Things You'll Learn at SC Summer Summit

The Donor-Advised Fund: A Powerful Vehicle for Charitable Giving

The 2021 Gift Tax Return Deadline is Almost Here, Too

Does Your Trust Need Protection?

Take Your Financial Statements to the Next Level

Preparations vs. Compilations

Audit Diclosures: Why the Fine Print is Important

2022 Tax Calendar

SOC 1 Reports: Are You Obtaining These Reports from Service Providers?

New Tax Reporting Requirements for Payment Apps Could Affect You

Got Cryptocurrency? What to Tell Your CPA

With Proper Planning, a Charitable Remainder Trust Can Replicate a "Stretch" IRA

Educate Your Children on Wealth Management

Checklist: Preparing Your 2021 Tax Documents

KPIs: What are They, and Which Ones Count?

How to Account for Change Orders

What to Know About Hardship Distributions

Is Your Estate Plan Up to Date Following a Divorce?

Have You Named Contingent Benficiaries?

Prepare for a New Year by Reviewing Your Estate Plan

Tax Scams: IRS Issues 2021 "Dirty Dozen" List

Rolling Forecasts Provide Flexibility in Uncertain Times

Are You Ready for the Upcoming Audit Season?

Understanding the Three Types of Plan Advisors

U.S. House Passes the Build Back Better Act

Why a Gifting Strategy Still Matters

New IRS Guidance - Tax Treatment of Research Expenses

Don't Forget to Factor 2022 Cost-Of-Living Adjustments Into Your Year-End Tax Planning

Businesses Must Navigate Year-End Tax Planning with New Tax Laws Potentially on the Horizon

The Infrastructure Investment and Jobs Act Includes Tax-Related Provisions You'll Want to Know About

What Employers Need to Know About Compensated Absences this Holiday Season

Potential Tax Law Changes Hang Over Year-end Tax Planning for Individuals

How to Account for Gain and Loss Contingencies

Sweeney Conrad Announces 20 Fall Promotions

Missed Deferral Opportunities (MDOs): How to Correct This Operational Plan Error

Estate Planning for the Young and Affluent Can Be Tricky

If Your Wealth is Concentrated in a Single Stock: Estate Planning Pitfalls May Exist

Don't Forget to Take State Estate Taxes into Account