Blog Articles and Events

Client Collaboration Tips and Tricks

By Amanda Lynch on August 1, 2024
Explore the links below to find some helpful resources for navigating Client Collaboration.   Client Help Resources Document Retention Document Locker vs Document Request List Notes vs Messages Visit the Client Collaboration Hub   If you have more questions, reach out to our Client Collaboration administrator, Liz Fox at liz.fox@holsinger.cpa
Read more

HOL Life: Part 7

By Tyler Draper on July 19, 2024
Retirement and Estate Planning Retirement and estate planning are two crucial aspects of financial security that many people tend to overlook until it's too late. Planning for your retirement and ensuring your estate is in order are essential steps to guarantee your financial well-being and protect your loved ones' futures. Throughout, we will dive into […]
Read more

Key Points From GASB 103 Financial Reporting Model Improvements

By Bella Newman on July 8, 2024
In April 2024, the Governmental Accounting Standards Board (GASB) issued Statement No. 103 Financial Reporting Model Improvements. The objective of this Statement is to improve key components of the financial reporting model to enhance its effectiveness in providing information that is essential for decision making and assessing a government's accountability. This Statement also addresses certain application […]
Read more

HOL-Life: Part 6

By Casey Jones on June 13, 2024
Starting a Business Starting a business can be a rewarding and exciting adventure. However, getting together the required documents needed to prepare your business’s taxes may be scary. In this article you will find out how to decide between if you have a business or if you have a side hustle, what information is needed […]
Read more

HOL-Life: Part 5

By Tyler Draper on May 21, 2024
Staying On Course When Exploring a Career Change Changing jobs can be an exciting but also a financially challenging experience. Whether you're moving to a new company, exploring a different industry, or starting your own business, it's crucial to make sound financial decisions during this transition. In this blog, we'll provide you with valuable financial […]
Read more

HOL-Life: Part 4

By Caroline Ratchford on April 25, 2024
Tax Benefits for a Growing Family Tax benefits for a growing family can significantly ease financial burdens. These benefits often include child tax credits, deductions for education expenses, and dependent care credits, providing relief and support for parents. As the family expands, these tax incentives can help alleviate costs and contribute to a more secure […]
Read more
1 2 3 … 5
chevron-down