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Client Resources
Welcome! Below please find a list of resources that you might find helpful.

IC-DISC

Cost Segregation Basics

8 Things Every Plan Sponsor Should Have BEFORE Their Retirement Plan Audit Begins

Information Needed to Prepare Form 1041 Income Tax Returns for Estates and Trusts

5 Critical Characteristics to Demand From Your Retirement Plan Auditor

R&D Tax Credit Basics

Guide to Inherited Property “Basis” Rules