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Featured Insights

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Unclaimed GoFundMe Pages Spark Concern Across Nonprofit Sector

October 2025 GoFundMe recently confirmed that it has automatically created donation pages for approximately 1.4 million nonprofit organizations across the...

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Navigating Federal Funding Freeze Uncertainty: What Organizations Need to Know and Do

In an unprecedented move, the Office of Management and Budget (OMB) issued Memorandum M-25-13 on January 27, 2025, implementing a temporary pause...

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Are You Leveraging Your Software’s Full Potential?

In the realm of financial management, accounting software integration is a game-changer. It’s a key strategy for businesses seeking to...

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Sassetti’s Insights

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Substantiation of Business Income and Expenses 

  Substantiation of Business Income and Expenses Items of Note Businesses of all sizes are experiencing increasing scrutiny by taxing…

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Private Client Services

Pass-Through Entity Tax: What It Is and Why It Matters for Dentists 

Pass-Through Entity Tax: What is it and Why It Matters for Dentists If you own a dental practice that’s structured…

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Communication Tax Year-End

Year-End Tax & Accounting Checklist for Dentists 

Year-End Tax & Accounting Checklist for Dentists Use this printable checklist to wrap up your dental practice’s financial year. Stay…

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1099 Tax FormsSales/Use Tax Requirements

1099 Tax Forms Sales/UseTax Requirements It is the time of year to begin planning and preparing for the issuance of…

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Tax Year-End

2025 Year-End Tax Planning for Private Businesses

2025 Year-End Tax Planning for Private Businesses Lead with Confidence in a New Tax Era. Today’s tax environment is evolving…

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Communication Tax Year-End

Why Smart Taxpayers Choose to Extend

You’re not behind on filing, you’re being strategic. Many people think filing an extension means you missed something or fell…

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