Nashville, TN

  • 155 Franklin Road
  • Suite 350
  • Brentwood, TN  37027
  • 615-551-6701

Business Consulting and Accounting Firm

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Recent Insights

Pro Tax Tips in a Strained Ag Economy

Executive Order on Employee Payroll Taxes: Should Employers Take Action?

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View the update from August 31, 2020 here. On August 8, the President signed an executive order directing the Department of Treasury to defer withholding, …

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IRS Bulletin

Notice for Your Customers: New IRS Bulletin Warns of Security Threats

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In an effort to help satisfy your bank’s annual requirement to educate customers, we wanted to share the following IRS bulletin to easily post on …

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Loan Origination Fees

Guidance for Correct DOEP Procedures Post M&A

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By: Heather Campbell, CIA Many banks seek guidance for what happens to the Designation of Exempt Person (DOEP) forms following mergers/acquisitions (M&A). Compiled below are …

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