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# Warady & Davis LLP

Top 25 Chicago CPA Firm | Accountants | Consultants

## Sitemaps

- [XML Sitemap](https://waradydavis.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [TIE Blog](https://waradydavis.com/blog/) - Visit our TIE (The.Idea.Exchange) Blog and get key information on accounting, tax, and other important information for you and your business - Chicago CPA Firm.
- [IRS offers guidance on taxation of phased retirement payments](https://waradydavis.com/irs-offers-guidance-on-taxation-of-phased-retirement-payments/) - Understand the IRS guidance on phased retirement payments, including how taxable amounts are calculated and when payments qualify as annuities.
- [401(K) and Retirement Plan Limits for 2016 Tax Year](https://waradydavis.com/401k-and-retirement-plan-limits-for-the-tax-year-2016/) - Learn about the recently announced 2016 plan contribution limits including catch up contributions - Warady Davis - Chicago CPA.
- [Year-End Tax Planning Strategies for Your Business](https://waradydavis.com/year-end-tax-planning/) - As 2022 winds down, now is the time for your business to take stock of its tax situation and implement year-end tax planning strategies.
- [Some Proposals in Obama's FY 2017 Budget Could Gain Traction in 2016](https://waradydavis.com/some-fye-2017-budget-proposals-could-gain-traction-in-2016/) - Learn why some of the tax proposals in President Obama's Fiscal Year 2017 budget could gain traction in Congress - Warady Davis - Chicago CPA Firm.
- [Top Ten Tax Developments for 2014 Impacting 2015](https://waradydavis.com/top-ten-tax-developments-for-2014-impacting-2015/) - Explore the top 10 tax developments of 2014, including ACA updates, tax extenders, FATCA, retirement planning, identity theft, and tax reform.
- [Congress to Vote on New Covid-19 Stimulus Deal](https://waradydavis.com/congress-to-vote-on-new-stimulus-deal/) - Congress is on the verge of passing a $900 billion Covid relief package to deliver aid to small businesses, unemployed Americans and more. View highlights.
- [Are you eligible for unemployment insurance? Here’s what to know](https://waradydavis.com/are-you-eligible-for-unemployment-insurance-heres-what-to-know/) - Unemployment claims are soaring across the United States due to coronavirus-related layoffs and closures.
- [Update:  COVID Economic Injury Disaster Loan Program](https://waradydavis.com/update-covid-economic-injury-disaster-loan-program/) - Learn about COVID EIDL program updates, increased loan limits, expanded funding uses, repayment changes, and SBA application requirements.
- [Adjust your expectations of business interruption coverage](https://waradydavis.com/adjust-your-expectations-of-business-interruption-coverage/) - A natural place to turn when disaster strikes is insurance, but you may be out of luck if you intend to file a COVID-19 claim. Learn more.
- [COVID-19 Relief Bill Addresses Key PPP Issues](https://waradydavis.com/new-stimulus-bill-addresses-key-ppp-issues/) - the Consolidated Appropriations Act of 2021 provides more than $300 billion in aid for small businesses including key PPP changes. READ MORE
- [PPP Loan Forgiveness Q&A](https://waradydavis.com/ppp-loan-forgiveness-qa/) - The first round of funding for the PPP is committed. Questions now turn to loan forgiveness. This promises to be as challenging as the PPP application process. Find out more.
- [Answers to More CARES Act Emergency Loan Questions -  Round 2](https://waradydavis.com/answerstoquestions-emergency-loans/) - Get answers to common CARES Act loan questions, including PPP, EIDL, eligibility, payroll calculations, loan forgiveness and SBA guidance for businesses.
- [Treasury Releases Favorable PPP Economic Need Certification Guidance](https://waradydavis.com/ppp-economic-need-certifications/) - Treasury's updated PPP guidance clarifies economic need certifications, loan eligibility, safe harbor provisions, and documentation for borrowers.
- [PPP and EIDL Loan Programs On Hold. What's Next?](https://waradydavis.com/ppp-eidl-onhold-whats-next/) - Learn what to do after PPP and EIDL funds ran out, including funding alternatives, PPP updates, tax tips, grants, and small business relief options.
- [The Tax Cut and Jobs Act (TCJA)](https://waradydavis.com/the-tax-cut-and-jobs-act-tcja/) - Here is a quick rundown of some of the key changes of the “Tax Cuts and Jobs Act,” affecting individual and business taxpayers.
- [Businesses Can Still Cut 2024 Taxes](https://waradydavis.com/businesses-can-still-cut-2024-taxes/) - Implementing tax strategies now can help your company save big on its next return. Discover how businesses can still reduce their 2024 taxes effectively.
- [New Revenue Recognition Standard](https://waradydavis.com/new-revenue-recognition-standard/) - Understand the new revenue recognition standard (ASC 606), including the five-step model, disclosures, and compliance guidance from Warady & Davis.
- [New Stimulus Proposal: The Heals Act](https://waradydavis.com/new-stimulus-proposal-heals-act/) - Explore the HEALS Act proposal covering stimulus checks, PPP loans, unemployment benefits, liability protection, tax relief, and business support.
- [Still waiting for your stimulus check?](https://waradydavis.com/still-waiting-for-your-stimulus-check/) - The delay in receiving your stimulus check could be the result of many things. Read More.
- [New Partnership Basis Reporting](https://waradydavis.com/partnership-basis-reporting/) - The temporary relief the IRS granted to partnerships who failed to provide their required tax basis capital information ends March 2020.
- [New tax law brings big changes for individual taxpayers](https://waradydavis.com/new-tax-law-brings-big-changes-for-individual-taxpayers/) - Understand the biggest individual tax changes under the TCJA, including updated tax brackets, standard deductions, AMT, and estate tax exemptions.
- [How will the Tax Cuts and Jobs Act affect your estate plan?](https://waradydavis.com/how-will-the-tax-cuts-and-jobs-act-affect-your-estate-plan/) - Although the Tax Cuts and Jobs Act doesn’t repeal the federal gift and estate tax, it does create new estate planning challenges and opportunities.
- [Congress passes biggest tax bill since 1986](https://waradydavis.com/congress-passes-biggest-tax-bill-since-1986/) - Learn how the Tax Cuts and Jobs Act reshapes tax rates, deductions, business taxation, estate planning, and year-end tax-saving opportunities.
- [Many factors are involved when choosing a business entity](https://waradydavis.com/many-factors-are-involved-when-choosing-a-business-entity/) - Learn how to choose the right business entity by comparing C corporations, LLCs, partnerships, S corporations, tax benefits, and key considerations.
- [Recent Tax Changes Reflected in New IRS Study](https://waradydavis.com/recent-tax-changes-reflected-in-new-irs-study/) - Review key findings from the IRS's 2016 tax study, including changes in tax liability, adjusted gross income, capital gains, and 2014 tax trends.
- [Build Back Better Act proposed tax changes](https://waradydavis.com/build-back-better-act-proposed-tax-changes/) - Explore the proposed Build Back Better Act tax changes, including updates to individual, business, estate, retirement and capital gains taxes.
- [2025 tax calendar](https://waradydavis.com/2025-tax-calendar/) - To help make sure you don’t miss any important deadlines, we’re providing this 2025 Tax Calendar of key due dates.
- [2022 cost-of-living adjustments](https://waradydavis.com/2022-cost-of-living-adjustments/) - Understand the 2022 IRS cost-of-living adjustments affecting tax brackets, retirement savings, deductions, credits, and estate tax limits.
- [Illinois Secure Choice Applies to More Businesses](https://waradydavis.com/illinois-secure-choice-applies-to-more-businesses/) - Illinois Secure Choice Applies to More Businesses. If you have 5 or more employees and do not offer a retirement savings plan, take action now.
- [The SECURE Act changes the rules for employers](https://waradydavis.com/the-secure-act-changes-the-rules-for-employers/) - Understand key SECURE Act provisions for employers, including retirement plan updates, part-time employee eligibility, and filing requirements.
- [New Mandatory Retirement Program for Illinois Employers](https://waradydavis.com/new-mandatory-retirement-program-for-illinois-employers/) - Learn about the Illinois Secure Choice Savings Program Act which requires IL companies with more than 25 employees to have automatic withholding - Chicago CPA.
- [New law helps businesses make their employees’ retirement SECURE](https://waradydavis.com/new-law-helps-businesses-make-their-employees-retirement-secure/) - Warady & Davis explains how the SECURE Act helps businesses enhance employee retirement plans through tax credits and simplified plan options.
- [Meals, entertainment and transportation may cost businesses more under the TCJA](https://waradydavis.com/meals-entertainment-and-transportation-may-cost-businesses-more-under-the-tcja/) - The new tax law brings the reduction or elimination of tax deductions for certain business expenses including meals/entertainment and transportation.
- ["Repair" Regulations Require Taxpayer Action in 2014 and Beyond](https://waradydavis.com/repair-regulations-require-taxpayer-action-in-2014-and-beyond/) - Learn about IRS repair regulations, required accounting method changes, filing deadlines, and tax rules affecting tangible property costs.
- [Large Employers: Affordable Care Act Tax Overview](https://waradydavis.com/large-employers-affordable-care-act-tax-overview/) - Discover the reporting responsibilities for large employers including the shared responsibility and other key provisions - Warady Davis - Chicago CPA Firm.
- [Election Year Politics Dominate Tax Legislative Action](https://waradydavis.com/tax-legislation-moves-forward-before-congress-august-recess/) - Explore the latest tax legislation, GOP tax reform proposals, small business relief, IRS funding & key tax policy updates before Congress's August recess.
- [Congress Faces Busy Tax Agenda Before the Presidential Election](https://waradydavis.com/congress-faces-busy-tax-agenda-before-the-presidential-election/) - Congress faces key tax decisions before the election, from small business healthcare relief and tax reform to IRS enforcement and tax extenders.
- [Is Your Not-for-Profit Complying with the Affordable Care Act?](https://waradydavis.com/is-your-not-for-profit-complying-with-the-affordable-care-act/) - Learn about the reporting requirements that not for profit organizations need to follow including shared responsibility payments - Chicago CPA Firm.
- [Treasury Seeks to Limit Certain Valuation Discounts for Family-Controlled Entities: Proposed 2704 Regulations](https://waradydavis.com/treasury-seeks-to-limit-certain-valuation-discounts-for-family-controlled-entities-proposed-2704-regulations-2/) - Recent Treasury proposed regulations are looking to limit the amount of certain valuation discounts for family businesses and/or entities.
- [A Look at Corporate Sponsorship](https://waradydavis.com/a-look-at-corporate-sponsorship/) - Learn about the importance of corporate sponsorships to fund organizational events and related tax consequences - Warady Davis - Chicago CPA.
- [Update: nonprofit fraud](https://waradydavis.com/update-nonprofit-fraud/) - Warady & Davis shares expert guidance on preventing nonprofit fraud through stronger internal controls, governance and fraud risk management.
- [Tips for Preventing Fraud in Your Organization](https://waradydavis.com/tips-for-preventing-fraud-in-your-organization/) - Learn about the steps nonprofits can take to prevent fraud in their organization including segregation of accounting duties - Chicago CPA Firm.
- [The Fed's Main Street Lending Program:  Who's Eligible?](https://waradydavis.com/mainstreet-lending-program/) - Learn who qualifies for the Fed's Main Street Lending Program, including eligibility, loan terms, borrowing limits, repayment options, and PPP differences.
- [Making sense of FASB’s new accounting standard for nonprofits](https://waradydavis.com/making-sense-of-fasbs-new-accounting-standard-for-nonprofits-2/) - FASB's new financial reporting rules will affect most nonprofits when it takes effect. So now is the time to get ready for the coming changes.
- [FASB accounting rules delay in the works](https://waradydavis.com/fasb-accounting-rule-delays-in-the-works/) - FASB votes to issue a proposal that would delay several landmark accounting rules for certain companies, including privately-held companies and nonprofits.
- [Do you know the current value of your business?](https://waradydavis.com/do-you-know-the-current-value-of-your-business/) - Know what your business is worth. Learn how business valuations support succession planning, sales, estate planning, and strategic decision-making.
- [Handling Your Investments During the Pandemic](https://waradydavis.com/handling-your-investments-during-the-pandemic/) - Navigate market uncertainty with investment tips on diversification, portfolio risk, financial planning, and tax-loss harvesting during COVID-19.
- [New Tax Legislation: Should you file now or wait?](https://waradydavis.com/new-tax-legislation-should-you-file-now-or-wait/) - The Tax Relief for American Families and Workers Act of 2024 passed the House and awaits Senate action, revisions, and possible approval.
- [The TCJA temporarily expands bonus depreciation](https://waradydavis.com/the-tcja-temporarily-expands-bonus-depreciation/) - Businesses may qualify for larger first-year depreciation deductions under the TCJA. Explore bonus depreciation rules and tax-saving opportunities.
- [Favorable tax breaks for businessess](https://waradydavis.com/tax-cuts-and-jobs-act-offers-favorable-tax-breaks-for-businesses/) - Understand the most valuable TCJA tax breaks for businesses, including pass-through deductions, interest limits, and enhanced depreciation.
- [Congress Juggles Tax Issues](https://waradydavis.com/congress-juggles-tax-issues/) - Learn about the short and long term tax issues that Congress is debating including making the Research Tax Credit permanent- Warady Davis - Chicago CPA.
- [What's in the latest PPP loan forgiveness FAQs?](https://waradydavis.com/ppp-faqs-august411/) - Learn the latest PPP loan forgiveness FAQs, including payroll costs, eligible expenses, shareholder rules, FTE reductions, and SBA guidance.
- [What's In the Recent Executive Orders?](https://waradydavis.com/executive-orders/) - In advance of a new stimulus package agreement, the White House has taken executive action to provide economic relief. Here are the details. 
- [SBA clarifies deferral period for PPP payments](https://waradydavis.com/sba-clarifies-deferral-period-for-ppp-payments/) - The SBA released PPP guidance 10-7-2020 clarifying that lenders must recognize the extended deferral period for payments on PPP loans.
- [The Fed's Main Street Lending Program Updates](https://waradydavis.com/mainstreet-lending-program-updates-2/) - The Main Street Lending Program offers $600 billion in loans. Learn about eligibility, loan details, terms, and business support updates.
- [Main Street Lending Program open to nonprofits](https://waradydavis.com/main-street-lending-program-open-to-nonprofits/) - Warady & Davis explains Main Street Lending Program eligibility, loan terms and funding options available to nonprofits during COVID-19.
- [What's in the CARES Act for You and Your Business?](https://waradydavis.com/whats-in-the-cares-act/) - Get insights into CARES Act business loans, employee retention credits, stimulus payments, and expanded unemployment benefits.
- [Employee Retention Credit: Are You Missing Out?](https://waradydavis.com/employee-retention-credit-are-you-missing-out/) - Understand the Employee Retention Credit (ERC), a tax relief program helping businesses keep employees on payroll during COVID-19.
- [IRS guidance provides RMD rollover relief](https://waradydavis.com/irs-guidance-provides-rmd-rollover-relief/) - The CARES Act was enacted in an attempt to mitigate the economic effects of the COVID-19 pandemic.
- [Retirement Plan Loans: The Pros and Cons](https://waradydavis.com/retirement-plan-loans-the-pros-and-cons/) - Learn about the importance of discouraging plan participants from taking plan loans and about the needed loan documentation - Chicago CPA.
- [PATH Act Boosts Tax Benefits for Businesses, Adds Certainty](https://waradydavis.com/path-act-boosts-tax-benefits-for-businesses-adds-certainty/) - Learn about the tax benefits that were created and extended through the 2015 Path Act including bonus depreciation - Warady Davis - Chicago CPA Firm.
- [2025 Tax Proposals](https://waradydavis.com/2025-tax-proposals/) - Stay updated on 2025 federal tax proposals, upcoming reforms, and how possible changes may affect individuals and businesses.
- [Some deductions may be smaller (or nonexistent) for your 2018 tax return](https://waradydavis.com/some-deductions-may-be-smaller-or-nonexistent-for-your-2018-tax-return/) - Find out why some deductions may be smaller (or nonexistent) for 2018 tax returns.
- [New Extended Tax Deadlines and Economic Impact Payments](https://waradydavis.com/new-extended-tax-deadlines-and-economic-impact-payments/) - Learn about IRS extended tax deadlines, estimated tax payment relief, and Economic Impact Payment tools introduced to support taxpayers during COVID-19.
- [Take action now to reduce your 2023 income tax bill](https://waradydavis.com/take-action-now-to-reduce-your-2023-income-tax-bill/) - Concerned about your 2023 tax liability? Here are a few tax planning strategies that can have a positive impact on reducing your tax burden for this year.
- [IRS issues updated 2018 withholding tables](https://waradydavis.com/irs-issues-updated-2018-withholding-tables/) - The IRS updated its 2018 withholding tables after tax reform. Find out how the changes could affect your paycheck, tax withholding, and year-end liability.
- [It’s a good time to check your withholding](https://waradydavis.com/its-a-good-time-to-check-your-withholding/) - Warady & Davis explains when to review your tax withholding, update Form W-4, and reduce the risk of unexpected tax bills at filing time.
- [Business year-end tax planning](https://waradydavis.com/business-year-end-tax-planning/) - Many businesses still face uncertainty about the new tax law. Discover opportunities to reduce your federal tax liability and strengthen your bottom line.
- [Businesses: Act Now to Make the Most Out of Bonus Depreciation](https://waradydavis.com/businesses-act-now-to-make-most-out-of-bonus-depreciation/) - If your business plans to purchase bonus depreciation qualifying property, take action soon to realize a valuable tax break.
- [Update on Trump's Proposed Budget and Tax Reform](https://waradydavis.com/update-on-trumps-proposed-budget-and-tax-reform/) - President Trump's FY 2018 budget proposes tax reform, ACA repeal, IRS funding cuts, and paid family leave. Congress will debate rate cuts and deductions.
- [All Legal Same-Sex Marriages Will Be Recognized for Federal Tax Purposes](https://waradydavis.com/all-legal-same-sex-marriages-will-be-recognized-for-federal-tax-purposes/) - Learn about the recent announcement from the IRS and Department of Treasury that states same sex marriages will be treated as marriages for tax purposes.
- [2 valuable year-end tax-saving tools for your business](https://waradydavis.com/2-valuable-year-end-tax-saving-tools-for-your-business/) - Warady & Davis outlines two powerful year-end tax-saving strategies to help businesses maximize depreciation deductions and reduce taxable income.
- [Tax Cuts and Jobs Act: Key provisions affecting individual taxpayers](https://waradydavis.com/tax-cuts-and-jobs-act-key-provisions-affecting-individual-taxpayers/) - Explore the key TCJA tax changes for individuals, including tax rates, standard deductions, child tax credits, SALT limits, and estate tax updates.
- [Treasury Issues New FAQs on PPP Loan Forgiveness](https://waradydavis.com/treasury-issues-new-ppp-faqs/) - The SBA has issued a new round of Frequently Asked Questions (FAQs) on PPP loan forgiveness. Here are key points from the 10+ pages of FAQs. READ MORE.
- [PPP loan forgiveness update](https://waradydavis.com/ppp-loan-forgiveness-update/) - Get the latest PPP loan forgiveness update, including SBA forgiveness statistics, application progress, and key insights for small businesses.
- [Filing Season Closes; Cybersecurity and Customer Service Top Priorities for IRS](https://waradydavis.com/irs-cyber-security-customer-service/) - Learn about the IRS priorities now that the filing season has closed including cyber security and data protection from identity theft --Chicago CPA Firm
- [IRS ERTC Voluntary Disclosure Program Deadline](https://waradydavis.com/irs-ertc-voluntary-disclosure-program-deadline/) - The IRS’s new Voluntary Disclosure Program may provide employers relief from penalties related to ineligible Employee Retention Tax Credit claims.
- [Businesses Still Have Time to Claim the ERC](https://waradydavis.com/businesses-still-have-time-to-claim-the-erc/) - Employers may still claim the Employee Retention Credit (ERC) retroactively by filing amended payroll tax returns (Form 941-X) for tax years 2020 and 2021.
- [New stimulus business and nonprofit benefits](https://waradydavis.com/the-american-rescue-plan-act-of-2021-business-nonprofit-benefits/) - Learn how the American Rescue Plan Act of 2021 provides tax relief, funding, and financial support for businesses and nonprofit organizations.
- [Important Employee Retention Credit Changes](https://waradydavis.com/important-employee-retention-credit-changes/) - Learn about important Employee Retention Credit changes, early termination, eligibility, amended payroll tax returns, and ERC claim deadlines.
- [Congress expands small business COVID-19 relief](https://waradydavis.com/congress-expands-small-business-covid-19-relief/) - Congress approved additional PPP and EIDL funding, expanding COVID-19 relief for small businesses with new loan opportunities and updated eligibility.
- [Tax Scams Proliferate During Filing Season](https://waradydavis.com/tax-scams-proliferate-during-filing-season/) - Protect yourself from tax scams during filing season. Learn how to spot IRS phone scams, phishing emails, identity theft and business fraud.
- [A Few Good Reasons to File Your Taxes Now](https://waradydavis.com/a-few-good-reasons-to-file-your-taxes-now/) - Learn about the many reasons that taxpayers should consider making a tax filing sooner than later including reducing the risk of ID Theft - Chicago CPA.
- [Checking Your Service Providers’ Data Security System](https://waradydavis.com/checking-your-service-providers-data-security-system/) - Learn about the importance to plan sponsors of ensuring that their providers have proper data security through SOC reports - Warady Davis - Chicago CPA
- [Are you ready for endowments?](https://waradydavis.com/are-you-ready-for-endowments/) - Learn how organizations manage endowments, including assets, spending limits, and differences between traditional and quasi funds.
- [New favorable PPP rules for self-employed](https://waradydavis.com/new-ppp-rules-for-self-employed/) - #post_excerptNew PPP rules for sole proprietors, self-employed and gig workers will lead to larger forgivable loans for Schedule C filers.
- [The CARES Act liberalizes net operating losses](https://waradydavis.com/the-cares-act-liberalizes-net-operating-losses/) - Here’s a look at how the CARES Act modifies the rules for claiming certain tax losses to provide businesses with relief from the COVID-19 crisis. Learn more.
- [New tax law gives pass-through businesses a valuable deduction](https://waradydavis.com/new-tax-law-gives-pass-through-businesses-a-valuable-deduction/) - Pass-through business owners may qualify for a 20% QBI deduction. Understand eligibility, income limits, and key rules under the Tax Cuts and Jobs Act.
- [PPP for the self-employed and independent contractors](https://waradydavis.com/ppp-opens-to-self-employed-and-icseasury-provides-ppp-clarity-2/) - Learn how PPP loans work for self-employed individuals and independent contractors, including eligibility, forgiveness rules and SBA guidance.
- [Partnerships: Get ready for new audit rules](https://waradydavis.com/partnerships-get-ready-for-new-audit-rules/) - Prepare for new partnership audit rules. Learn how IRS audits, entity-level taxes, partner liability, and opt-out elections may affect your business.
- [Nonprofits: Are you ready for the new contribution guidance?](https://waradydavis.com/nonprofits-are-you-ready-for-the-new-contribution-guidance/) - Learn how the FASB guidance on Contributions Received and Contributions Made impacts not-for-profit organizations and their financial reporting.
- [Congress rolls back burdensome UBIT on transportation benefits](https://waradydavis.com/congress-rolls-back-burdensome-ubit-on-transportation-benefits/) - Learn how Congress repealed the UBIT tax on nonprofit transportation benefits and what the retroactive tax relief means for tax-exempt organizations.
- [Donor care during the COVID-19 pandemic](https://waradydavis.com/donor-care-during-the-covid-19-pandemic/) - Learn practical donor care strategies to strengthen relationships, engage supporters and sustain nonprofit fundraising during the COVID-19 pandemic.
- [Accounting Today 2023 Regional Leader](https://waradydavis.com/accounting-today-2023-regional-leader/) - Wardy & Davis has been recognized as one of Accounting Today's 2023 Regional Leaders in the Great lakes for the seventh consecutive year.
- [Surviving the COVID-19 crisis: A not-for-profit action plan](https://waradydavis.com/surviving-the-covid-19-crisis-a-not-for-profit-action-plan/) - Learn practical strategies to help nonprofits manage cash flow, secure funding, engage donors and navigate financial challenges during COVID-19.
- [Fraud and the nonprofit - How to counter your vulnerabilities](https://waradydavis.com/fraud-and-the-nonprofit-how-to-counter-your-vulnerabilities/) - Learn why nonprofits are vulnerable to fraud, identify common weak spots, and discover practical strategies to reduce risk and strengthen controls.
- [Collaborative activities.  Are you reporting them correctly?](https://waradydavis.com/collaborative-activities-are-you-reporting-them-correctly/) - Increasingly nonprofits are joining forces. But such relationships can come with complicated financial reporting obligations. Find out more.
- [W&D Spotlight - Sean Snowden, MBA, CVA - W&D Consulting LLC](https://waradydavis.com/wd-spotlight-sean-snowden-mba-cva-wd-consulting-llc/) - Learn about Sean Snowden, MBA, CVA, Managing Director of W&D Consulting focused on providing business valuations to Chicago companies - Chicago Valuations.
- [21st Century Cures Act Expands use of HRAs by Small Employers](https://waradydavis.com/21st-century-cures-act-expands-use-of-hras-by-small-employers/) - Warady & Davis explains how the 21st Century Cures Act expanded HRA options for eligible small employers, including key compliance requirements.
- [Repair Regulations Relief for Small Businesses](https://waradydavis.com/repair-regulations-relief-for-small-businesses/) - Learn about repair regulations relief for small businesses issued by the IRS allowing companies to bypass filing Form 3115 - Warady Davis - Chicago CPA.
- [Expanded retirement plan options for small business](https://waradydavis.com/dol-expands-retirement-plan-options-for-smaller-businesses/) - Explore the DOL's expanded retirement plan rules, MEP eligibility, PEO requirements, and new opportunities for small businesses and working owners.
- [Juggling Wealth Management is No Trick](https://waradydavis.com/juggling-wealth-management-is-no-trick/) - Learn wealth management strategies for retirement, education savings, estate planning, gifting, and charitable giving to protect your future.
- [Update on Proposed Tax Law Changes](https://waradydavis.com/update-on-proposed-tax-law-changes/) - Get the latest update on proposed tax law changes affecting individual, business, estate, gift and retirement tax planning for 2021 and beyond.
- [Seven Things Every Business Owner Should Do In 2016](https://waradydavis.com/seven-things-every-business-owner-should-do-in-2016/) - Learn the key steps every business owner should take in 2016, including reviewing internal controls and planning for long-term success with Warady Davis.
- [Albert & Goodman  Merges Practice with W&D](https://waradydavis.com/albert-goodman-merges-with-waradydavisllp/) - Warady & Davis LLP grows through its merger with Albert & Goodman CPAs PC, creating new opportunities for clients and staff.
- [Joel M. Friedman, JD, CPA, Partner Merges Practice with W&D](https://waradydavis.com/joel-friedman-merges-practice-with-wd/) - Warady & Davis LLP is pleased to announce that Joel M. Friedman, JD, CPA, Partner, Joe Tamburello, CPA, Manager and Eileen Polard, Accountant merged with our firm effective December 1, 2021.
- [Public Disclosure Requirements](https://waradydavis.com/tax-disclosure-requirements/) - Learn about the public disclosure requirements that tax exempt organizations must comply with including making tax returns available - Chicago CPA.
- [PPP and EIDL Programs Extended](https://waradydavis.com/ppp-extended/) - Find out how the extended PPP and EIDL programs offer SBA funding, flexible forgiveness rules, and financial relief for small businesses.
- [AICPA gives 5 good reasons not to rush your PPP forgiveness application](https://waradydavis.com/aicpa-gives-5-good-reasons-not-to-rush-your-ppp-forgiveness-application/) - Understand why waiting to apply for PPP loan forgiveness may benefit your business, with insights on SBA rules, timing, and required records.
- [Assessing productivity in a pandemic](https://waradydavis.com/assessing-productivity-in-a-pandemic/) - Understand how to assess productivity, manage remote teams, track performance metrics, and adapt your business during the COVID-19 economy.
- [How competitive is your company in a changed economy?](https://waradydavis.com/how-competitive-is-your-company-in-a-changed-economy/) - Find out how businesses can adapt to economic changes by improving competitiveness, leadership, technology, and customer relationships.
- [Getting a new business off the ground: How start-up expenses are handled on your tax return](https://waradydavis.com/getting-a-new-business-off-the-ground-how-start-up-expenses-are-handled-on-your-tax-return/) - Understand IRS rules for startup expenses, deductible business costs, organizational expenses, and tax planning for entrepreneurs.
- [Partnerships and Seasonal Employers may Be Eligible for More PPP Money](https://waradydavis.com/more-ppp-money-for-partnerships-seasonal-employerssed-2/) - Find out if your business qualifies for increased PPP loan amounts under the latest interim final rule for partnerships and seasonal employers.
- [SBA Releases PPP Loan Forgiveness Application & Instructions](https://waradydavis.com/ppp-loan-forgiveness-application-released/) - Understand the SBA PPP loan forgiveness application, detailed instructions, eligibility requirements, and important calculation updates.
- [New COVID-19 law makes favorable changes to “qualified improvement property”](https://waradydavis.com/new-covid-19-law-makes-favorable-changes-to-qualified-improvement-property/) - Learn how COVID-19 tax relief changes allow businesses to claim faster tax benefits for qualified improvements to nonresidential buildings.
- [New PPP Loan Forgiveness Guidance and Possible Congressional Changes](https://waradydavis.com/new-ppp-loan-forgiveness-guidance-possible-congressional-changes/) - Learn about the latest PPP loan forgiveness interim final rules, application updates, key requirements, and what borrowers need to know.
- [Creating a Digital Estate Plan](https://waradydavis.com/creating-a-digital-estate-plan/) - Learn about digital estate planning, including how to manage social media, online accounts, and digital assets to protect your legacy and loved ones.
- [W&D Spotlight - Ronald S. Zweig, CPA, RIA - RSZ Financial Advisors](https://waradydavis.com/wd-spotlight-ronald-s-zweig-cpa-ria-rsz-financial-advisors/) - Meet Ron Zweig, CPA, RIA, Partner at Warady Davis, providing tax, financial, wealth management, and strategic financial planning services in Chicago.
- [Tax Related Identity Theft Remains Serious Problem](https://waradydavis.com/tax-related-identity-theft/) - Understand tax filing scams, identity theft risks during tax season, and the IRS recommendations to safeguard your refund and personal information.
- [Tax refunds may be delayed, Filing season launches January 23rd](https://waradydavis.com/filing-season-launches-january-23-some-refunds-may-be-delayed/) - Get ready for the 2017 IRS filing season. Learn how the PATH Act impacts tax return processing, refund timing, filing requirements, & eligible taxpayers.
- [IRS releases 2017 standard mileage rates; business and medical/moving rates drop](https://waradydavis.com/irs-releases-2017-standard-mileage-rates-business-and-medicalmoving-rates-drop/) - Find the 2017 IRS mileage rates for business, medical, moving, and charitable travel to accurately calculate deductible auto expenses.
- [Tax Time: A Perfect Opportunity to Review Your Investments](https://waradydavis.com/its-tax-time-now-is-an-ideal-time-to-review-your-investments/) - Tax Time is the perfect opportunity to take a look at your investments & the types of accounts you have to make sure you’re getting the most tax benefits.
- [New ERC guidance; Congress mulls early termination](https://waradydavis.com/new-erc-guidance-congress-mulls-early-termination/) - Learn about new ERC guidance, updated Employee Retention Credit rules, eligibility changes, and the proposed early termination by Congress.
- [Back to Business Grant Program Overview](https://waradydavis.com/back-to-business-grant-program-overview/) - Learn about the Back to Business Grant Program, eligibility, funding, application requirements, and COVID-19 relief grants for Illinois businesses.
- [Federal Disaster Tax Relief](https://waradydavis.com/federal-disaster-tax-relief/) - Learn how the Federal Disaster Tax Relief Act helps disaster victims through tax relief, amended returns, and deductions for qualifying disaster losses.
- [IRS Gets Budget Boost to Improve Cyber Security, Curb Identity Theft](https://waradydavis.com/irs-gets-budget-boost/) - Learn how increased IRS funding improves customer service, strengthens cybersecurity, and helps prevent tax fraud and identity theft.
- [New Borrower-Friendly PPP Loan Forgiveness Applications and Guidance](https://waradydavis.com/new-ppp-forgiveness-apps-guidance/) - The SBA released new, borrower-friendly loan forgiveness application(s) and instructions to reflect changes made by the Paycheck Protection Flexibility Act. Read more.
- [Small Employers: Affordable Care Act Tax Overview](https://waradydavis.com/small-employers-affordable-care-act-tax-overview/) - Learn key ACA tax rules for small employers, including health coverage credits, FTE calculations, compliance requirements, and planning strategies.
- [Unemployment fraud increasing exponentially](https://waradydavis.com/unemployment-fraud-increasing/) - Victim of IL unemployment insurance fraud? Steps to take if you receive an IDES debit card or a UI Finding letter & did not file for unemployment benefits.
- [Supreme Court Upholds Healthcare Law](https://waradydavis.com/healthcare-law-upheld-by-supreme-court/) - Learn about the Supreme Court ruling that upheld the healthcare law, the Patient Protection and Affordable Care Act of 2010 (PPACA) - Warady & Davis LLP.
- [Key Provisions of the Tax Cuts and Jobs Act](https://waradydavis.com/key-provisions-of-the-tax-cuts-and-jobs-act-2/) - Explore the key provisions of the Tax Cuts and Jobs Act, including tax rates, deductions, pass-through income, and corporate tax changes.
- [Federal government shutdown creates tax filing uncertainty](https://waradydavis.com/federal-government-shutdown-creates-tax-filing-uncertainty/) - The federal government shutdown created uncertainty for IRS operations and tax refunds. Review filing deadlines and what taxpayers needed to know.
- [Should you reconsider your business entity choice?](https://waradydavis.com/should-you-reconsider-your-business-entity-choice/) - The Tax Cuts and Jobs Act has business owners re-evaluating their entity choice. This article explains what’s changed and considerations for your business.
- [Home equity borrowers get good news from the IRS](https://waradydavis.com/home-equity-borrowers-get-good-news-from-the-irs/) - IRS guidance confirms some home equity loan interest remains tax deductible. Find out when interest qualifies under the Tax Cuts and Jobs Act.
- [A review of significant TCJA provisions affecting businesses](https://waradydavis.com/a-review-of-significant-tcja-provisions-affecting-businesses-copy/) - Review the most significant TCJA provisions affecting businesses, including corporate tax rates, QBI deductions, bonus depreciation, and Section 179.
- [Uncertainty Surrounds the SBA PPP and EIDL Programs](https://waradydavis.com/uncertainty-surrounds-ppp-eidl/) - Stay updated on PPP and EIDL programs, funding shortages, SBA guidance, loan delays, and relief options for small businesses during COVID-19.
- [PPP forgiveness simplified for loans of $50,000 or less](https://waradydavis.com/ppp-forgiveness-simplified-for-loans-of-50000-or-less/) - Learn how PPP loan forgiveness is simplified for loans of $50,000 or less, including SBA Form 3508S, eligibility, documentation and lender rules.
- [The CAA brings COVID-19 relief (and more) to individuals](https://waradydavis.com/the-caa-brings-covid-19-relief-and-more-to-individuals-2/) - Learn how the Consolidated Appropriations Act (CAA) provides COVID-19 relief, stimulus payments, tax credits, retirement and tax benefits for individuals.
- [Ready to file for PPP Forgiveness?](https://waradydavis.com/ready-to-file-for-ppp-forgiveness/) - Learn how to apply for PPP loan forgiveness, understand eligibility, required documents, deadlines, and key IRS guidance before filing your application.
- [IRS denies deductibility of PPP loan expenses](https://waradydavis.com/irs-clarifies-deductibility-of-ppp-loan-expenses/) - Learn how IRS guidance affects PPP loan expense deductions, loan forgiveness, tax treatment, and what businesses need to know before filing.
- [Navigating the Road Ahead for the Affordable Care Act](https://waradydavis.com/navigating-the-road-ahead-for-the-affordable-care-act/) - Explore the future of the Affordable Care Act, including repeal efforts, budget reconciliation, transition plans, and what employers should expect.
- [2015 Tax Tips for You and Your Business](https://waradydavis.com/2015-tax-tips-for-you-and-your-business/) - Discover practical 2015 tax tips for individuals and businesses, including deductions, equipment write-offs, retirement planning, and tax deadlines.
- [Last Minute 2015 Year-End Planning](https://waradydavis.com/last-minute-year-end-planning/) - Discover last-minute 2015 year-end tax planning strategies, including income timing, gift tax exclusions, and ways to reduce your tax liability.
- [2015 Tax Filing Season Challenges](https://waradydavis.com/2015-filing-season-challenges/) - Learn about the 2015 tax filing season challenges, including ACA reporting, identity theft, refund fraud prevention, and IRS filing updates.
- [Avoid a Trip to the DMV](https://waradydavis.com/avoid-a-trip-to-the-dmv/) - Learn how to avoid a trip to the DMV now that Illinois no longer sends vehicle sticker reminder notices. Sign up for convenient email reminders.
- [7 Things Every Business Owner Should Do in 2016](https://waradydavis.com/7-things-every-business-owners-should-do-in-2016/) - Discover seven essential business planning strategies for 2016, from tax planning and succession to IT, internal controls, banking, and insurance.
- [Supreme Court Upholds ACA Code Sec. 36B Premium Tax Credit Regs](https://waradydavis.com/supreme-court-upholds-aca-code-sec-36b-premium-tax-credit-regs/) - Learn how the Supreme Court's King v. Burwell ruling preserved ACA premium tax credits for individuals enrolled through federal and state Marketplaces.
- [Developments Continue to Impact Mortgage Interest Deduction](https://waradydavis.com/developments-continue-to-impact-mortgage-interest-deduction/) - Discover how new IRS reporting rules and a key court ruling could affect mortgage interest deductions for homeowners and co-owned properties.
- [Supreme Court's Same Sex Marriage Decision Affects Taxation](https://waradydavis.com/supreme-courts-same-sex-marriage-decision-affects-taxation/) - Learn how the Supreme Court's Obergefell decision changed federal and state tax rules, retirement benefits, and filing requirements for same-sex couples.
- [Fiduciary “Carve-Outs”](https://waradydavis.com/fiduciary-carve-outs/) - Explore the DOL's fiduciary carve-outs, key investment advice exemptions, and how the rules affect ERISA plan sponsors and financial advisors.
- [IRS extends some (but not all) employee benefit plan deadlines](https://waradydavis.com/irs-extends-some-but-not-all-employee-benefit-plan-deadlines/) - The IRS extended select employee benefit plan deadlines due to COVID-19. Find out which filings, retirement plan actions, and HSA deadlines qualify.
- [ERC Update 2023: There’s Still Time to Apply for ERC](https://waradydavis.com/erc-update-2023-theres-still-time-to-apply-for-erc/) - Discover the 2023 ERC update, including IRS guidance, eligibility rules, filing deadlines, and how qualifying employers can still apply for ERC credits.
- [5 ways to strengthen your business in 2020](https://waradydavis.com/5-ways-to-strengthen-your-business-in-2020/) - Strengthen your business in 2020 with strategic planning, financial analysis, competitive insights, market trend reviews, and risk management tips.
- [What the Stimulus Act Means for You and Your Business](https://waradydavis.com/what-the-stimulus-act-means-for-you-and-your-business/) - Understand how the CARES Act provides financial relief through PPP loans, stimulus checks, unemployment aid, and tax benefits.
- [COVID-19 stimulus package offers relief to affected individual taxpayers](https://waradydavis.com/covid-19-stimulus-package-offers-relief-to-affected-individual-taxpayers/) - Explore CARES Act tax relief for individuals, including stimulus payments, unemployment benefits, retirement withdrawals, and student loan relief.
- [Wayfair revisited — review your sales tax obligations](https://waradydavis.com/wayfair-revisited-review-your-sales-tax-obligations/) - If your company does business across state lines, it’s a good idea to reexamine your sales tax obligations.
- [An important reason to file your 2020 tax return early](https://waradydavis.com/an-important-reason-to-file-your-2020-tax-return-early/) - An early 2020 tax filing helps safeguard against identity fraud, speeds up IRS refunds, and lets eligible taxpayers claim unpaid stimulus benefits.
- [After you file your tax return: 3 issues to consider](https://waradydavis.com/after-you-file-your-tax-return-3-issues-to-consider/) - The tax filing deadline for 2019 tax returns has been extended until July 15 this year, due to the COVID-19 pandemic.
- [Don’t forget to take required minimum distributions](https://waradydavis.com/dont-forget-to-take-required-minimum-distributions/) - Required minimum distributions (RMDs) resumed in 2021 after the CARES Act waiver. Learn who must take withdrawals and how to avoid IRS penalties.
- [3 last-minute tips that may help trim your tax bill](https://waradydavis.com/3-last-minute-tips-that-may-help-trim-your-tax-bill/) - If you’re starting to fret about your 2019 tax bill, there’s good news — you may still have time to reduce your liability.
- [The benefits of filing your 2019 tax return early](https://waradydavis.com/the-benefits-of-filing-your-2019-tax-return-early/) - The IRS announced it is opening the 2019 individual income tax return filing season on January 27. Here's why you should file early.
- [Be alert to tax fraud](https://waradydavis.com/be-alert-to-tax-fraud/) - Fraudsters are on attack, using malicious email, text message and telephone scams designed to steal tax refunds and government stimulus checks. Read more.
- [401(K) Rollovers](https://waradydavis.com/401k-rollovers/) - Learn about the importance of encouraging former employees to roll over retirement savings and how to accept rollovers - Warady Davis - Chicago CPA.
- [Give Employees More Bang for their Buck](https://waradydavis.com/give-employees-more-bang-for-their-buck/) - Learn about the importance of encouraging employees to increase retirement savings including auto escalation and default deferral rates - Chicago CPA.
- [DOL Reproposes ERISA Fiduciary investment Advice Regulations](https://waradydavis.com/dol-reproposes-erisa-fiduciary-investment-advice-regulations/) - Learn about the DOL's focus again on expanding the definition of plan fiduciary to include investment advisors to protect participants - Chicago CPA Firm,
- [Building a Better Audit Committee](https://waradydavis.com/building-a-better-audit-committee/) - Learn about the steps that nonprofit organizations can take to build a better nonprofit audit committee including managing risk - Chicago Accounting Firm.
- [Not All Funds Are Created Equal](https://waradydavis.com/not-all-funds-are-created-equal/) - Learn about the various types of funds available to nonprofit organizations including temporarily restricted funds - Warady Davis - Chicago CPA Firm.
- [Executive Compensation - A Hot Button Issue](https://waradydavis.com/executive-compensation-a-hot-button-issue/) - Learn about the importance of managing executive compensation for donor retention and about compensation benchmarking - Chicago CPA Firm.
- [Payroll Tax Dos and Don’ts](https://waradydavis.com/payroll-tax-dos-and-donts/) - Discover key payroll tax tips that nonprofit should be aware including FICA tax rates and penalties for noncompliance - Warady Davis - Chicago CPA
- [Keeping an eye on UBI: Understand Unrelated Business Income and How to Avoid Excess Amounts](https://waradydavis.com/keeping-an-eye-on-ubi-understand-unrelated-business-income-and-how-to-avoid-excess-amounts/) - Learn about Unrelated Business Income and what activities may subject to the UBI Tax including selling ad space - Warady Davis - Chicago CPA Firm.
- [Valuing Volunteers](https://waradydavis.com/valuing-volunteers/) - Learn about the value that volunteers bring to an organization and ways to reward and engage them for retention - Warady Davis - Chicago CPA
- [Important Changes to OMB’s Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards](https://waradydavis.com/changes-to-ombs-uniform-administrative-requirements-cost-principles-and-audit-requirements-for-federal-awards/) - Learn about the recently announced OMB reform package that significantly impacts nonprofits including indirect cost reimbursement - Chicago CPA Firm.
- [Business Owner Q&A: New COVID-19 Requirements](https://waradydavis.com/important-business-owner-qa-new-covid-19-employer-requirements/) - Warady & Davis answers key FFCRA employer questions on paid leave, FMLA, exemptions, employee eligibility and available payroll tax credits.
- [U.S. House passes the Build Back Better Act](https://waradydavis.com/u-s-house-passes-the-build-back-better-act/) - Discover how the Build Back Better Act impacts taxes for high earners, businesses, and families. Learn what changes could affect your 2022 return.
- [2021 year-end tax planning for individuals](https://waradydavis.com/2021-year-end-tax-planning-for-individuals/) - Explore 2021 year-end tax planning strategies, including charitable giving, capital gains, Roth IRA conversions and potential tax law changes.
- [CARES Act offers new hope for cash-strapped nonprofits](https://waradydavis.com/cares-act-offers-new-hope-for-cash-strapped-nonprofits/) - On March 27, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law.
- [Moving Forward: 2016 Not-for-Profit Sector Outlook](https://waradydavis.com/moving-forward-2016-not-for-profit-sector-outlook/) - Explore key nonprofit sector trends, funding challenges, financial sustainability insights and strategic planning tips to strengthen your organization.
- [Expense Reimbursement Arrangements](https://waradydavis.com/expense-reimbursement-arrangements/) - Learn about the IRS rules that provide guidance on expense reimbursement for volunteer activities and accountable arrangements - Chicago CPA Firm.
- [A Look at Donor Retention](https://waradydavis.com/a-look-at-donor-retention/) - Learn about the importance of donor retention and how to overcome some common challenges in keeping them engaged - Warady Davis - Chicago CPA Firm.
- [Should You Have D&O Liability Insurance?](https://waradydavis.com/should-you-have-do-liability-insurance/) - Learn about the importance and need to have Directors and Officers Insurance to protect them from personal liability from decisions made - Chicago CPA.
- [Inside the Numbers: Financial Information for the Board](https://waradydavis.com/inside-the-numbers-financial-information-for-the-board/) - Learn about the financial reports that should be shared with board members including what type of reports and specific details - Warady Davis - Chicago CPA.
- [Building a Strong Board](https://waradydavis.com/building-a-strong-board/) - Learn about the importance of building and maintaining a strong board including conducting the candidate search - Warady Davis - Chicago CPA
- [Attorney General’s Office Reports of Interactive E-mail Scam Targeting Illinois Charities](https://waradydavis.com/attorney-generals-office-reports-of-interactive-email-scam-targeting-illinois-charities/) - Learn about the recent warning issued by the Illinois Attorney General to Illinois charities about a prevalent scam - Warady Davis - Chicago CPA Firm.
- [New Requirement for Social Welfare Organizations](https://waradydavis.com/new-requirement-for-social-welfare-organizations/) - Recently established social welfare organizations must now notify the IRS that they are operating as tax-exempt organizations. Find out about more.
- [New Not-for-Profit Tax Developments](https://waradydavis.com/new-not-for-profit-tax-developments/) - Review our non profit tax update and discover updates including updates to done reporting regulations and fringe benefits - Chicago CPA Firm.
- [Noncash Gifts? Mind Your Gift Acceptance Policy](https://waradydavis.com/noncash-gifts-mind-your-gift-acceptance-policy/) - Discover how a nonprofit gift acceptance policy helps manage noncash donations, reduce risk and ensure tax compliance with IRS requirements.
- [Newsbits: Do most nonprofits benefit from mergers?](https://waradydavis.com/do-most-nonprofits-benefit-from-mergers/) - Explore why mission-focused nonprofit mergers can strengthen operations, increase impact and support long-term organizational growth.
- [Newsbit: Nonprofit hiring challenges](https://waradydavis.com/newsbit-nonprofit-hiring-challenges/) - Explore nonprofit staffing trends, recruitment challenges and employee retention strategies to attract qualified talent and support long-term growth.
- [Simplified PPP Loan Forgiveness Application](https://waradydavis.com/simplified-ppp-loan-forgiveness-application/) - Learn how the simplified PPP loan forgiveness application (Form 3508S) streamlines the process for eligible borrowers with loans of $150,000 or less.
- [SBA streamlines forgiveness for smaller PPP loans](https://waradydavis.com/sba-streamlines-forgiveness-for-smaller-ppp-loans/) - The SBA simplified PPP loan forgiveness for loans of $150,000 or less. Learn about the streamlined application process and updated guidance.
- [The American Rescue Plan Act: What’s in it for you?](https://waradydavis.com/the-american-rescue-plan-act-whats-in-it-for-you/) - Learn how the American Rescue Plan Act expanded stimulus payments, child tax credits, PPP funding, employee retention credits, and tax relief.
- [5 Steps to Take Now to Cut Your 2022 Tax Liability](https://waradydavis.com/5-steps-to-take-now-to-cut-your-2022-tax-liability/) - Are you interested in reducing your 2022 tax liability? There’s still time to execute these year-end tax planning strategies.
- [Be Careful What You Toss](https://waradydavis.com/be-careful-what-you-toss/) - Learn about the guidelines for retirement plan record retention including which documents should be retained including plan documents - Chicago CPA.
- [Year End Notices: Staying on Top of the Requirements](https://waradydavis.com/year-end-notices-staying-on-top-of-the-requirements/) - Learn about the various plan notices that sponsors are required to send to participants including safe harbor notices - Warady Davis - 401k Audit Chicago.
- [Now Might Be the Time for a Roth IRA Conversion](https://waradydavis.com/now-might-be-the-time-for-a-roth-ira-conversion/) - Now Might Be the Time for a Roth IRA Conversion. Traditional IRAs that have dropped in value, can garner the benefits of a Roth IRA at a reduced tax cost
- [What’s in the Fiscal Responsibility Act?](https://waradydavis.com/whats-in-the-fiscal-responsibility-act/) - President Biden signed the Fiscal Responsibility Act of 2023 into law on Saturday, with a financial crisis averted, let’s take a look at the highlights.
- [American Innovation and Jobs Act Aims to Repeal Section 174 Amortization Requirements and Expand R&D Tax Credit](https://waradydavis.com/american-innovation-and-jobs-act-rd-tax-credit-section-174/) - On March 17, 2023, Sens. Maggie Hassan (D-NH) and Todd Young (R-IN) reintroduced the American Innovation and Jobs Act (“The Act”) to expand R&D tax credit.
- [When Electronic Disclosure Isn’t Enough Under ERISA](https://waradydavis.com/when-electronic-disclosure-isnt-enough-under-erisa/) - Learn about a recent court ruling that impacts how employers communicate changes to participants including receipt acknowledgement - 401k Audit Chicago.
- [IRS Checklist Offers a Convenient Compliance Self-Check Up](https://waradydavis.com/irs-checklist-offers-a-convenient-compliance-self-checku/) - Review the recently issued self compliance plan check up list offered by the IRS to ensure that plans are in compliance with regulations - Chicago CPA.
- [SECURE 2.0 - A Game Changer for Retirement Planning](https://waradydavis.com/secure-2-0-a-game-changer-for-retirement-planning/) - Learn how SECURE 2.0 changes retirement planning with updated RMD rules, catch-up contributions, Roth options, and enhanced 401(k) benefits.
- [2015 Tax Legislation Update](https://waradydavis.com/2015-tax-legislation-update/) - Review the 2015 tax legislation update and learn about the actions Congress has been taking including the estate tax repeal - Warady Davis - Chicago CPA.
- [Congress Addresses Busy Tax Agenda this Fall](https://waradydavis.com/congress-addresses-busy-tax-agenda-this-fall/) - Learn about the fall tax agenda that Congress will have to address including tax extenders, highway bill and the IRS Budget - Warady Davis - Chicago CPA.
- [New Illinois Sales Tax Rate Increases Effective 7-1-2016](https://waradydavis.com/new-illinois-sales-tax-rate-increases-effective-7-1-2016/) - Learn about the Illinois Sales Tax increase of 1% that goes into effect on July 1, 2016 impacting home rule sales tax - Warady Davis - Chicago CPA.
- [Overtime Updates Will Extend Protections to 4.2 Million Workers](https://waradydavis.com/overtime-updates-will-extend-protections-to-4-2-million-workers-2/) - Learn about the recently announced Department of Labor overtime rules which establishes new thresholds for salary rates - Chicago CPA.
- [Necessity questionnaire for PPP loans over $2 million](https://waradydavis.com/ppp-questionnaire/) - A questionnaire asking borrowers to justify their $2 million-plus Paycheck Protection Program loans is confusing and burdensome, says the AICPA. Read More.
- [Employee Payroll Tax Deferral is Optional, IRS Confirms](https://waradydavis.com/employee-payroll-tax-deferral-is-optional-irs-confirms/) - The IRS recently provided guidance on how to implement the presidential executive action on payroll tax deferrals. The deferral is optional, the IRS confirmed.
- [Highlights of Consolidated Appropriations Act of 2021](https://waradydavis.com/highlights-of-consolidated-appropriations-act-of-2021/) - Highlights of the Consolidated Appropriations Act of 2021 including key provisions for individuals, businesses and employers. Read more.
- [PPP Updates and Loan Forgiveness Calculator](https://waradydavis.com/ppp-guidance-and-updated-calculator-2/) - New PPP rules, applications and guidance are almost a daily occurrence. The AICPA has also released an updated loan forgiveness calculator. Learn more.
- [Will your PPP Loan be automatically forgiven?](https://waradydavis.com/will-your-ppp-loan-be-automatically-forgiven/) - To date, the Paycheck Protection Program (PPP) Loan program has provided over 4.6 million loans, totaling more than $520 billion.
- [The SECURE Act's impact on retirement and estate plans](https://waradydavis.com/the-secure-act-likely-to-affect-your-retirement-and-estate-plans/) - The SECURE Act brings numerous changes to the retirement and estate planning landscape and some of them should prompt careful review of your existing plans
- [U.S. Supreme Court rules against the IRS on critical FBAR issue](https://waradydavis.com/u-s-supreme-court-rules-against-the-irs-on-critical-fbar-issue/) - Learn how the Bittner v. U.S. ruling limits non-willful FBAR penalties to a per-report basis instead of per account and what it means for taxpayers.
- [Student Loan Forgiveness: Who is Eligible and When Can You Apply?](https://waradydavis.com/student-loan-forgiveness-who-is-eligible-and-when-can-you-apply/) - Learn who qualifies for student loan forgiveness, income limits, eligible federal loans, and how to apply for debt relief under the program.
- [Court Declares Biden's Student Loan Relief Plan Unlawful](https://waradydavis.com/bidens-student-loan-relief-plan-unlawful/) - Discover why the court vacated the Biden student loan relief program and what borrowers should know about repayments and future updates.
- [CHIPS Act to Boost U.S. Businesses](https://waradydavis.com/chips-act/) - Learn how the CHIPS Act supports U.S. businesses with semiconductor tax credits, manufacturing incentives, and stronger domestic supply chains.
- [Business benefits of the Consolidated Appropriations Act](https://waradydavis.com/business-benefits-of-the-consolidated-appropriations-act/) - Explore the Consolidated Appropriations Act business benefits, including PPP second draw loans, ERC updates, tax relief, and expanded deductions.
- [What's in the ARPA for individuals?](https://waradydavis.com/whats-in-the-arpa-for-individuals/) - Learn how the American Rescue Plan Act (ARPA) expanded stimulus payments, child tax credits, unemployment benefits, and tax relief for individuals.
- [White House announces PPP changes](https://waradydavis.com/white-house-ppp-changes/) - Explore the White House PPP changes, including expanded eligibility, revised loan calculations, and new relief measures for small businesses.
- [SBA Answers More Key PPP Questions - Many Remain](https://waradydavis.com/sba-issues-ppp-guidance/) - Learn the latest SBA PPP guidance covering eligibility, payroll calculations, loan forgiveness, affiliation rules, EIDL coordination and lender FAQs.
- [SBA Issues PPP Frequently Asked Questions; Gives Favorable Answers](https://waradydavis.com/us-treasury-provides-ppp-clarity/) - Discover the latest SBA PPP FAQs covering payroll costs, eligibility, loan calculations, application updates and guidance for small businesses.
- [Newsbits: Microsoft offers nonprofits free cloud services](https://waradydavis.com/newsbits-microsoft-offers-nonprofits-free-cloud-services/) - Learn how Microsoft's nonprofit cloud program provides free cloud services, digital tools and technology resources to eligible nonprofit organizations.
- [What COVID-19 legislation means for nonprofits and their staffers](https://waradydavis.com/what-covid-19-legislation-means-for-nonprofits-and-their-staffers/) - Learn how COVID-19 legislation affects nonprofits, including paid leave, payroll tax credits, unemployment benefits and employer requirements.
- [Nonprofit Trends: The 2016 M+R Benchmarks Study](https://waradydavis.com/nonprofit-trends-the-2016-mr-benchmarks-study-2/) - Learn how nonprofits can strengthen fundraising with digital marketing, email campaigns, recurring donations and online engagement insights.
- [Is your nonprofit’s tap running dry?](https://waradydavis.com/is-your-nonprofits-tap-running-dry/) - Warady & Davis shares practical strategies to help nonprofits improve cash flow, strengthen finances and navigate COVID-19 funding challenges.
- [Five Reasons Your Organization Needs an Audit Committee](https://waradydavis.com/five-reasons-your-organization-needs-an-audit-committee/) - Discover five key benefits of an audit committee, from stronger governance and fraud prevention to financial oversight and stakeholder confidence.
- [Portfolio Investing:  Do You Know Where You Are Right Now Vs. Where You're Heading?](https://waradydavis.com/portfolio-investing/) - Learn how portfolio investing aligns your financial goals, risk tolerance and investment strategy to build long-term wealth with confidence.
- [2021 business year-end tax planning](https://waradydavis.com/2021-business-year-end-tax-planning/) - Reduce your 2021 business tax bill with year-end planning strategies for bonus depreciation, Section 179, business meals and R&D expenses.
- [PPP loan increases, reapplications open January 19, 2021](https://waradydavis.com/how-to-increase-ppp-loans/) - Discover the latest SBA guidance on PPP loan increases, reapplications, updated eligibility rules and application deadlines for borrowers.
- [PPP Application Deadline Extended](https://waradydavis.com/ppp-application-deadline-extended-of-2021-business-nonprofit-benefits-copy/) - Learn about the PPP Extension Act of 2021, extending the PPP loan application deadline to May 31 and what it means for businesses and nonprofits.
- [Covid-19 Financial Relief: Families First Coronavirus Response Act](https://waradydavis.com/covid-19-financial-relief/) - Learn how the FFCRA provides COVID-19 financial relief through paid sick leave, expanded FMLA, employer tax credits and unemployment benefits.
- [SBA PPP Loans: IRS Issues Guidance on the Ability to Deduct Forgiven Expenses](https://waradydavis.com/sba-ppp-loans-irs-issues-guidance-on-the-ability-to-deduct-forgiven-expenses/) - Understand IRS Notice 2020-32 on PPP loan forgiveness, including why forgiven expenses aren't tax deductible and what it means for businesses.
- [2020 tax calendar](https://waradydavis.com/2020-tax-calendar/) - Never miss an important tax deadline. Review key 2020 IRS filing dates, payment schedules, and tax-related due dates for businesses and individuals.
- [Treasury, IRS unveil online application to help with Economic Impact Payments](https://waradydavis.com/treasury-irs-unveil-online-application-to-help-with-economic-impact-payments/) - Learn how the IRS Get My Payment and Non-Filers tools help taxpayers track stimulus payments, update bank details, and avoid common payment delays.
- [Tax refund delays? Where is your money and how to track it.](https://waradydavis.com/tax-refund-delays-where-is-your-money-and-how-to-track-it/) - Track your IRS tax refund online, understand common refund delays, decode IRS TREAS 310 deposits, and monitor unemployment tax refund updates.
- [Relief from not making employment tax deposits due to COVID-19 tax credits](https://waradydavis.com/relief-from-not-making-employment-tax-deposits-due-to-covid-19-tax-credits/) - Learn how IRS guidance waives employment tax deposit penalties for eligible employers claiming COVID-19 payroll tax credits and filing Form 7200.
- [CARES ACT changes retirement plan and charitable contribution rules](https://waradydavis.com/cares-act-changes-retirement-plan-and-charitable-contribution-rules/) - Review how the CARES Act changed retirement plans, waived required minimum distributions, and increased tax benefits for charitable giving.
- [What's in the CARES Act for Nonprofits?](https://waradydavis.com/whats-in-the-cares-act-nonprofits/) - Explore CARES Act relief for nonprofits, including PPP loans, EIDL funding, employee retention credits, and charitable giving incentives.
- [Demystifying Plan Audits - IRS Releases Updated Guidance](https://waradydavis.com/demystifying-plan-audits-irs-releases-updated-guidance/) - Learn about the recently issued benefit plan audit guidance issued by the IRS including preparation steps - Chicago CPA Firm.
- [Shirtsleeves to Shirtsleeves in Three Generations](https://waradydavis.com/shirtsleeves-shirtsleeves-three-generations/) - Learn more about the importance of estate planning and strategies for a successful transfer of wealth – Fort Worth Estate Planning
- [Don’t Overlook New-for-2016 Enhancements to Certain Tax Incentives](https://waradydavis.com/new-for-2016-tax-incentives/) - Learn about the valuable tax incentive enhancements made available to companies through the PATH act and how to leverage them - Warady Davis - Chicago CPA
- [Did you make a financial resolution in 2017?  Here are some tips to keep you on track](https://waradydavis.com/did-you-make-a-financial-resolution-in-2017-here-are-some-tips-to-keep-you-on-track/) - When it comes to your financial resolutions this year (and beyond), use these tips to actually keep and reach your goals.
- [Treasury to review/re-evaluate tax regulations](https://waradydavis.com/treasury-to-reviewre-evaluate-tax-regulations/) - President Trump has ordered The Treasury Department is to undertake a review and re-evaluation of tax regulations issued by the IRS since January 1, 2016.
- [New ACA Forms Debut for 2016 Tax Filing Season](https://waradydavis.com/sample-publication-5/) - Learn about the new 2016 Affordable Care Act reporting forms which includes IRS Form 1095-A, 1095-B and 1095-C and reporting deadline - Chicago CPA Firm.
- [Virtual currency lands in the IRS’s crosshairs](https://waradydavis.com/virtual-currency-lands-in-the-irss-crosshairs/) - If you do business with virtual currency, it’s time to bone up on related tax requirements. The IRS is paying closer attention.
- [BOI reporting deadline delayed - for now](https://waradydavis.com/boi-reporting-deadline-delayed-for-now/) - FinCEN delayed beneficial ownership reporting deadlines after a federal court order, with no penalties for missing the 1/1/2025 filing date.
- [It’s not too late to reduce your 2024 taxes](https://waradydavis.com/its-not-too-late-to-reduce-your-2024-taxes/) - Year-End Tax Planning for Individuals. It's not too late to reduce your 2024 taxes. Here are some tax-related strategies to consider before year-end.
- [Five steps to better manage receivables](https://waradydavis.com/five-steps-to-better-manage-receivables/) - Warady & Davis shares five practical strategies to improve accounts receivable management, reduce payment delays, and keep your cash flow on track.
- [5 strategies to cut your company’s 2023 tax bill](https://waradydavis.com/5-strategies-to-cut-your-companys-2023-tax-bill/) - As 2023 winds down, making time for year-end tax planning time now may prove beneficial to your business come tax-filing time next year.
- [5 ways nonprofits can prepare for an audit](https://waradydavis.com/5-ways-nonprofits-can-prepare-for-an-audit/) - Learn 5 practical ways nonprofits can prepare for an audit, reduce disruptions, stay compliant, and streamline the audit process with Warady & Davis.
- [White House, Capitol Hill focus on tax reform in 2017](https://waradydavis.com/white-house-capitol-hill-focus-on-tax-reform-in-2017/) - President Trump has promised to move quickly on tax code changes and Tax reform legislation may be unveiled as early as late February.
- [How to Comply with the New Corporate Transparency Act](https://waradydavis.com/corporate-transparency-act-beneficial-ownership-information-reporting-requirement/) - The Corporate Transparency Act (CTA) goes into effect on January 1, 2024, impacting a significant number of small businesses across the U.S.
- [Treasury, IRS Get Moving on ABLE Account Rules](https://waradydavis.com/treasury-irs-get-moving-on-able-account-rules/) - Learn about Achieving a Better Life Experience Act which provides ABLE accounts for disabled individuals including contributions - Chicago CPA Firm.
- [COVID-19 Employee Lay-Off Questions & Answers](https://waradydavis.com/covid-19-employee-lay-off-questions-answers/) - Learn effective solutions for managing COVID-19 business disruptions while protecting employees and maintaining long-term workforce goals.
- [Shuttered Venue Operator Grant Program Set to Reopen](https://waradydavis.com/svog-opens-april8/) - SBA announces the Shuttered Venue Operators Grant application reopening, providing financial assistance to eligible entertainment venues.
- [COVID-19 Business Loans and Disaster Relief](https://waradydavis.com/business-loans-and-disaster-relief/) - COVID-19 business relief guide covering CARES Act, PPP loans, EIDL, and state programs to support small businesses with funding and disaster assistance.
- [Adjusting your financial statements for COVID-19 tax relief measures](https://waradydavis.com/adjusting-your-financial-statements-for-covid-19-tax-relief-measures/) - Learn how the CARES Act and COVID-19 tax relief measures affect financial statements, deferred taxes, and GAAP reporting requirements.
- [The Tax Cut and Jobs Act (TCJA) Summaries](https://waradydavis.com/the-tax-cut-and-jobs-act-tcja-summaries/) - This article provides you with quick access to special studies written around the Tax Cuts and Jobs Act changes.
- [Treasury and the IRS issue Able Act guidance](https://waradydavis.com/treasury-and-the-irs-to-quickly-issue-able-act-guidance/) - Learn how IRS and Treasury ABLE Act guidance covers eligibility, contributions, distributions, and tax benefits for individuals with disabilities.
- [Year-End Tax Legislation Renews Extenders, Cuts IRS Funding](https://waradydavis.com/year-end-tax-legislation-renews-extenders-cuts-irs-funding/) - Learn about the recently passed year end tax legislation which extends key tax benefits and programs through the ABLE Act - Warady Davis - Chicago CPA.
- [Competing Proposals Fuel Tax Reform Debate](https://waradydavis.com/competing-proposals-fuel-tax-reform-debate/) - Learn about the differences in the various tax plans including how President Obama's plan would impact businesses and individuals - Chicago CPA Firm
- [10-Year RMD Rule Finalized By the IRS](https://waradydavis.com/10-year-rmd-rule-finalized-by-the-irs/) - IRS final regulations on the 10-year RMD rule establish new distribution requirements for inherited retirement accounts beginning in 2025.
- [IRS provides transitional relief for RMDs and inherited IRAs](https://waradydavis.com/irs-provides-transitional-relief-for-rmds-and-inherited-iras/) - IRS transitional relief helps taxpayers adjust to new laws changing the age for required minimum distributions (RMDs) from retirement accounts.
- [Tax Extenders Bill Passed by Congress; Provides 2014 Tax Relief](https://waradydavis.com/tax-extenders-bill-passed-by-congress-provides-2014-tax-relief-2/) - Learn how the Tax Increase Prevention Act of 2014 extended key tax breaks and provided valuable tax relief for businesses and individuals.
- [Q&A For CARES Act Emergency Loans - Apply Now](https://waradydavis.com/qa-cares-act-emergency-loans-2/) - CARES Act PPP & EIDL loan guidance for small businesses: eligibility, application steps, forgiveness rules, and SBA updates during COVID-19 relief info.
- [Protect your business from COVID-19](https://waradydavis.com/protect-your-business-from-covid-19/) - Protect your business with practical COVID-19 response strategies, including contingency planning, remote work, supplier management, and risk reduction.
- [Personal exemptions and standard deductions and tax credits, oh my!](https://waradydavis.com/personal-exemptions-and-standard-deductions-and-tax-credits-oh-my/) - The TCJA changed personal exemptions, standard deductions, and child tax credits. See how these updates could affect your overall tax liability.
- [Spending bill extends tax breaks, adds retirement provisions](https://waradydavis.com/spending-bill-extends-tax-breaks-adds-retirement-provisions/) - Congress extended key tax breaks and passed the SECURE Act. Explore the latest tax, retirement, and estate planning changes for individuals and businesses.
- [The pass-through provisions of the TCJA: The devil is in the details](https://waradydavis.com/the-pass-through-provisions-of-the-tcja-the-devil-is-in-the-details/) - Understand the TCJA's pass-through tax provisions, including QBI deduction rules, wage limitations, SSTB restrictions, and income thresholds.
- [TCJA glitches and the extenders](https://waradydavis.com/tcja-glitches-and-the-extenders-uncertainty-looms-over-some-federal-income-tax-provisions/) - Congress continues to address TCJA glitches and expired tax extenders. See how proposed fixes could affect businesses, depreciation, and tax planning.
- [BOI Reporting Paused ... Again](https://waradydavis.com/boi-reporting-paused-again/) - BOI reporting requirements are back in effect with a new filing deadline. Stay updated on the latest CTA changes and what businesses should do next.
- [Using audit techniques can help shape your nonprofit's future](https://waradydavis.com/using-audit-techniques-can-help-you-shape-your-nonprofits-future/) - Discover nonprofit revenue strategies using auditor techniques, including benchmarking and year-over-year trend analysis for insights.
- [Highway Bill Revises Return Due Dates, Makes Other Changes](https://waradydavis.com/highway-bill-revises-return-due-dates-makes-other-changes/) - Get insights on the Surface Transportation Act of 2014, tax compliance changes, reporting requirements, and employer mandate impacts.
- [The Restaurant Revitalization Fund](https://waradydavis.com/restaurant-revitalization-fund/) - Learn about the Restaurant Revitalization Fund providing federal grants to help restaurants and food businesses recover from COVID-19.
- [SBA's RRF Program to Accept Applications May 3rd at 12 PM ET](https://waradydavis.com/restaurant-revitalization-fund-ready/) - Eligible restaurants can apply for SBA’s Restaurant Revitalization Fund. Learn about deadlines, requirements, and relief options.
- [COVID-19 EIDL Loans](https://waradydavis.com/covid-19-eidl-application-deadline-nears/) - Apply for COVID-19 Economic Injury Disaster Loans before December 31, 2021. Learn about SBA updates and expanded eligibility rules.
- [Illinois Small Business COVID-19 Relief Program Receives More Funding](https://waradydavis.com/il-covid19-smallbus-relief/) - Learn about the Illinois Small Business COVID-19 Relief Program offering low-cost loans to help businesses and nonprofits recover from COVID-19.
- [PPP first-draw forgiveness & repayment](https://waradydavis.com/ppp-forgiveness-and-repayment/) - PPP forgiveness deadlines are approaching for first-draw loans. Learn how to avoid payments by submitting your forgiveness application.
- [Is your business eligible for the employee retention tax credit?](https://waradydavis.com/is-your-business-eligible-employee-retention-tax-credit/) - Employee Retention Credit (ERTC) extended to June 30, 2021, offering eligible employers support for keeping employees during COVID-19.
- [Economic Injury Disaster Loans Update](https://waradydavis.com/ppp-application-deadline-extended-of-2021-business-nonprofit-benefits-copy-copy/) - SBA increases COVID-19 EIDL loan limits, offering small businesses and nonprofits more funding with updated eligibility and repayment details.
- [Senate Reveals Healthcare Bill](https://waradydavis.com/senate-reveals-healthcare-bill/) - Explore proposed ACA changes, including healthcare taxes, premium tax credits, employer mandates, coverage reforms, and Senate healthcare plans.
- [Chicago Adopts Highest Sales Tax Among Major Cities](https://waradydavis.com/chicago-adopts-highest-sales-tax-among-major-cities-2/) - Learn how the recent Cook County sales tax increase of one percent has made Chicago have the highest sales tax rate among major cities - Warady Davis LLP.
- [Congress acts to reform the IRS, enhance taxpayer protections](https://waradydavis.com/congress-acts-to-reform-the-irs-enhance-taxpayer-protections/) - President Trump has signed into law a broad package of reforms aimed at the IRS. The Taxpayer First Act contains new taxpayer protections and much more.
- [Tax Legislation and Reform Cautiously Move Forward in New Congress](https://waradydavis.com/1140-2/) - Learn about the 2015 tax legislation being considered by Congress including changes to how small businesses are tax - Warady Davis - Chicago CPA.
- [Supreme Court Defense of Marriage Act Decision](https://waradydavis.com/supreme-court-defense-of-marriage-act-decision/) - Learn about the recent Supreme Court Ruling that strikes down certain aspects of the Defense of Marriage Act including plan spousal rights - Chicago CPA.
- [IRS warns businesses about ERC scams](https://waradydavis.com/irs-warns-businesses-about-erc-scams/) - IRS continues to warn businesses to beware of ERC scams, despite the claims you may hear on the tv, in the mail, phone or email.
- [Nine Employee Benefit Plan Audit Tips](https://waradydavis.com/nine-employee-benefit-plan-audit-tips/) - For annual emloyee benefit plan audits, it's important to be prepared for the process, including up to date employee files - Chicago CPA Firm.
- [Year-end Spending Package Tackles Retirement Planning and More](https://waradydavis.com/year-end-spending-package-tackles-retirement-planning-and-more/) - Understand SECURE 2.0 retirement reforms with higher RMD ages, catch-up contribution rules, QLAC improvements, and business tax credits.
- [Who's subject to PPP Owner-Employee Forgiveness Limits?](https://waradydavis.com/who-is-subject-to-ppp-owner-employee-compensation-forgiveness-limits/) - Recent guidance indicates that owner-employees of C and S Corporations and LLCs are also subject to the PPP owner-employee compensation forgiveness limits. Find out how this impacts your PPP forgiveness.
- [Don't Forget About Corporate Transparency Act Deadlines](https://waradydavis.com/dont-forget-about-corporate-transparency-act-reporting-deadlines/) - Stay compliant with Corporate Transparency Act deadlines. Learn BOI reporting rules, exemptions, filing deadlines, and FinCEN filing requirements today.
- [Act Now On BOI Reporting Deadlines](https://waradydavis.com/act-now-on-boi-reporting-deadlines/) - Act now on BOI reporting deadlines under the Corporate Transparency Act. Learn filing requirements, exemptions, deadlines, and FinCEN reporting steps.
- [New tax law provides more generous depreciation-related tax breaks](https://waradydavis.com/new-tax-law-provides-more-generous-depreciation-related-tax-breaks/) - Learn how the new tax law boosts bonus depreciation, Section 179 deductions, and business vehicle write-offs to maximize tax savings for businesses in 2018.
- [IRS delays new reporting rule for online payment processors](https://waradydavis.com/irs-delays-new-reporting-rule-for-online-payment-processors/) - The IRS is delaying the $600 Form 1099-K reporting threshold for third-party settlement organizations for the 2023 tax year.
- [Tibble Case Puts Focus on Fiduciaries’ Ongoing Duties](https://waradydavis.com/1377-2/) - Learn about a recent Supreme Court ruling in Tibble v. Edison International where clear rules were set for proper fiduciary duty - 401k Audit Chicago.
- [Want Happy Donors? Be Careful with Acknowledgement Letters](https://waradydavis.com/want-happy-donors-be-careful-with-acknowledgement-letters/) - Learn about the importance of preparing and distributing acknowledgement letters on a timely basis to donors at tax time - Warady Davis - Chicago CPA
- [Using your financial statements during an economic crisis](https://waradydavis.com/using-your-financial-statements-during-an-economic-crisis/) - The economic fallout from the coronavirus (COVID-19) pandemic has forced business owners to reevaluate their operations and make difficult decisions.
- [U.S. Volunteering Trends](https://waradydavis.com/u-s-volunteering-trends/) - Learn about key volunteering trends as published by the Bureau of Labor & Statistics including key demographics - Warady Davis - Chicago CPA.
- [The Protecting Americans from Tax Hikes Act of 2015, or “PATH”](https://waradydavis.com/the-protecting-americans-from-tax-hikes-act-of-2015-or-path/) - Learn about the PATH Act of 2015, including permanent tax extenders, Section 179 deductions, bonus depreciation, and family tax benefits.
- [Should You Opt Out of Advance Child Tax Credit Payments?](https://waradydavis.com/should-you-opt-out-of-advanced-child-tax-credit-payments/) - What is the Child Tax Credit? Child tax credit payments, which were set up and expanded under the American Rescue Plan passed earlier this year, amount to $3,000 annually per child ages 6 to 17 and $3,600 annually for children under 6. When will you receive the credit? Eligible families will receive half of their
- [President Biden’s proposed budget includes notable tax provisions](https://waradydavis.com/president-bidens-proposed-budget-includes-notable-tax-provisions/) - Here’s a rundown of the business and individual tax provisions included in President Biden’s recently released budget proposal.
- [PBGC Updates Premium Rates and Payment Deadlines](https://waradydavis.com/pbgc-updates-premium-rates-and-payment-deadlines/) - Learn about the recently announced PBGC plan termination insurance premiums including flat and variable rate premiums - Chicago CPA Firm.
- [Measuring Performance - Look to Your Mission](https://waradydavis.com/measuring-performance-look-to-your-mission/) - Learn about a recent study that reveals the importance of measuring performance but how few nonprofits are doing it - Warady Davis - Chicago CPA.
- [IRS releases $80 Billion spending plan—And what it means for taxpayers](https://waradydavis.com/irs-releases-80-billion-spending-plan-and-what-it-means-for-taxpayers/) - The IRS unveils its strategic operating plan detailing how the agency will spend the $80 billion in agency funding it was allocated over 10 years.
- [Inflation Reduction Act Includes Wide-ranging Tax Provisions](https://waradydavis.com/inflation-reduction-act/) - The Inflation Reduction Act is About to Become Law, Learn How its Tax Provisions Might Affect You
- [White House & Congress Take Action to Increase Participation in Retirement Plans](https://waradydavis.com/increasing-participation-in-retirement-plans/) - Learn about efforts by both Congress and the White House to increase employee participation in retirement plans - Warady Davis - Chicago CPA.
- [Highlights of the Proposed Families First Coronavirus Response Act](https://waradydavis.com/highlights-of-the-proposed-the-families-first-coronavirus-response-act/) - House passes bill to provide coronavirus relief; Senate expected to act soon. Financial relief on the way.
- [Highlights of The American Taxpayer Relief Act](https://waradydavis.com/highlights-of-the-american-taxpayer-relief-act/) - Review our summary of the key business and individual tax provisions of the American Taxpayer Relief Act - Warady Davis - Chicago CPA Firm.
- [Get Ready for 2016](https://waradydavis.com/get-ready-for-2016/) - Learn what steps individuals and business taxpayers can take now to prepare for the 2016 filing season including itemized deductions - Chicago CPA Firm
- [Documenting Hardship Withdrawals and Loans](https://waradydavis.com/documenting-hardship-withdrawals-and-loans/) - Learn about the recent clarification issued by the IRS on rules governing documentation on participant loans and hardship withdrawals - Chicago CPA.
- [Determination Letter Limbo](https://waradydavis.com/determination-letter-limbo/) - Learn about the recent changes to the IRS Determination Program including ways plan sponsors can avoid penalties - Warady Davis - Chicago CPA
- [Court Finds That Plan Document Trumps Beneficiary Designation Forms](https://waradydavis.com/court-finds-that-plan-document-trumps-beneficiary-designation-forms/) - Learn about the recent court ruling in Becker v. Mays-Williams that states beneficiary designation forms are not plan documents - Chicago CPA.
- [Charitable Tax Incentives Restored](https://waradydavis.com/charitable-tax-incentives-restored-2/) - Learn about the charitable tax incentives that were restored by the PATH Act of 2015 including deductible IRA contributions - Warady Davis - Chicago CPA
- [Changes to Nonprofit Accounting Standards: An Update](https://waradydavis.com/changes-to-nonprofit-accounting-standards-an-update/) - Learn about the most recent updates to the nonprofit accounting standards issued by FASB including additional disclosures - Chicago Accounting Firm.
- [2020 Q4 tax calendar: Key deadlines for businesses and other employers](https://waradydavis.com/2020-q4-tax-calendar-key-deadlines-for-businesses-and-other-employers/) - Here are some of the key tax-related deadlines affecting businesses and other employers during the fourth quarter of 2020.
- [PPP Round 2](https://waradydavis.com/ppp-reopens/) - Learn about PPP loan reopening, second-draw eligibility, forgiveness rules, SBA guidance, and funding updates for small businesses today.
- [Important PPP Changes and Guidance](https://waradydavis.com/the-new-stimulus-act-and-ppp/) - Stay informed on PPP changes, SBA guidance, loan forgiveness updates, employee retention credits, and new stimulus relief options.
- [Important Employee Retention Credit Updates - Deadline Approaching](https://waradydavis.com/important-employee-retention-credit-updates-deadline-approaching/) - The IRS has released several Employee Retention Credit Updates; Deadline to participate in the second IRS ERC Voluntary Disclosure Program is 11-22-2024.
- [Comparison of Better Care Reconciliation Act, American Health Care Act and Affordable Care Act - Obamacare](https://waradydavis.com/comparison-of-better-care-reconciliation-act-american-health-care-act-and-affordable-care-act-obamacare/) - Highlighting the The Affordable Care Act (Obamacare), The House American Healthcare Act & The Senate Better Care Reconciliation Act Draft
- [Your nonprofit’s bylaws](https://waradydavis.com/your-nonprofits-bylaws/) - Has your nonprofit outgrown its bylaws? As a nonprofit expands and matures, by-laws need to be revisited and brought up to date. Learn how W&D can help!
- [Avoid Tax Scams: IRS 2025 "Dirty Dozen"](https://waradydavis.com/avoid-tax-scams-irs-2025-dirty-dozen/) - The IRS’s 2025 Dirty Dozen warns taxpayers about the latest tax scams, from phishing to false credit claims. Stay informed to protect your finances.
- [BOI Reporting Back On With New Deadline](https://waradydavis.com/boi-reporting-back-on-with-new-deadline/) - IMPORTANT: Beneficial Ownership Information Reporting Preliminary Injunction Reversed - New Deadline to Comply
- [W<wd-amp>&</wd-amp>D Stands with Highland Park, IL](https://waradydavis.com/wd-stands-in-support-with-our-highland-park-il-neighbors/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”]It is with deep sadness and heavy hearts we process the tragic Fourth of July parade shooting in Highland Park, Illinois. The Warady & Davis LLP family is greatly troubled by this horrific and
- [Clean Vehicle Credit Comes with Caveats](https://waradydavis.com/clean-vehicle-credit-comes-with-caveats/) - The Inflation Reduction Act’s Clean Vehicle Credit might alter the timing of purchasing a new or used qualifying electric vehicle. Learn why.
- [What is SECURE 2.0?](https://waradydavis.com/secure-2-0/) - If you are saving for retirement, Congress may make it easier for both employees and employers alike. Learn about new proposed legislation - SECURE 2.0.
- [Payment Apps Tax Reporting Requirements](https://waradydavis.com/payment-apps-tax-reporting-requirements/) - Businesses accepting payments through third-party apps may receive Form 1099-K. Understand the reporting rules and recordkeeping requirements.
- [Why companies succeed - 3 keys to building a healthy business](https://waradydavis.com/why-companies-succeed-3-keys-to-a-building-a-healthy-business/) - Learn about ways to build healthy businesses including conducting a breakeven analysis and managing production costs - Warady Davis - Chicago CPA.
- [Planning for the Cost of Healthcare](https://waradydavis.com/planning-cost-healthcare/) - Learn more about planning and preparing for potential healthcare costs as part of your retirement plan – Fort Worth Retirement Financial Planning
- [New Overtime Rules](https://waradydavis.com/new-overtime-rules/) - How will U.S. Department of Labor's new rule updating white collar overtime regulations affect not-for-profits? Read to find-out.
- [Newsbits: IRS releases FY 2016 compliance results](https://waradydavis.com/irs-releases-fy-2016-compliance-results/) - IRS reported 5,000 examinations of exempt organizations in the 2016 fiscal year. Read on the see exam focus areas.
- [Should You Refinance Your Home?](https://waradydavis.com/should-you-refinance-your-home/) - Learn more about why you should consider refinancing your home and the steps – Fort Worth Mortgage Loan Refinancing
- [Last round of ITINs will expire in 2020](https://waradydavis.com/last-round-of-itins-will-expire-in-2020-irs-encourages-early-renewal-to-prevent-refund-delays/) - More than 1 million Individual Taxpayer Identification Numbers are set to expire at the end of 2020. Read more to see if you are affected and what to do.
- [Filing season ends with no red flags](https://waradydavis.com/filing-season-ends-with-no-red-flags/) - The IRS processed more than 128 million returns and issued some 97 million refunds without hitting any major roadblocks by the end of the filing season.
- [Congress Passes Biggest Tax Bill Since 1986 -  The Tax Cuts and Jobs Act (TCJA)](https://waradydavis.com/congress-passes-biggest-tax-bill-since-1986-the-tax-cuts-and-jobs-act-tcja/) - Here is a quick rundown of some of the key changes of the Tax Cuts & Jobs Act affecting individual and business taxpayers.
- [Steps to trim your 2019 personal taxes](https://waradydavis.com/steps-to-trim-your-2019-personal-taxes/) - Winter is around the corner and that means it’s time to turn your attention to year-end tax planning.
- [IL Manufacturing Sales Tax Exemption](https://waradydavis.com/il-manufacturing-sales-tax-exemption/) - IL sales tax law expands the manufacturing machinery and equipment exemption to include production-related, tangible personal property.
- [Stuart R. Goldsand, CPA Merges Practice with W&D](https://waradydavis.com/stuart-r-goldsand-cpa-merges-practice-with-wd/) - We are pleased to announce that Stuart R. Goldsand, CPA, has merged his practice with Warady & Davis LLP. Stuart is joined by Linda Hirsch, CPA. Stuart has been in private practice for more than 50 years and serves privately-held businesses, business owners, their families and other individuals in similar industries to W&D. Together, we
- [IRS warns about 2019 tax scams](https://waradydavis.com/irs-warns-about-2019-tax-scams/) - Learn about new IRS Phishing and other scams to avoid this tax season! Find out how to protect yourself and what to do if you are targeted in 2019,
- [2019 Tax Deadlines (and Extension Deadlines)](https://waradydavis.com/2019-tax-deadlines-and-extension-deadlines/) - Below is a list of tax filing dates and important deadlines for 2019. Save each relevant filing date to your calendar, and stay ahead of the IRS.
- [2025 Employee Benefit Plan Updates](https://waradydavis.com/2025-employee-benefit-plan-updates/) - Stay informed on the latest 2025 employee benefit plan updates, including SECURE 2.0 changes, new audit standards, and updated contribution limits.
- [What taxpayers need to know as the IRS ends paper checks](https://waradydavis.com/what-taxpayers-need-to-know-as-the-irs-ends-paper-checks/) - IRS and Treasury will end paper checks by Sept. 30, 2025. Learn how this shift to direct deposit impacts tax refunds and federal benefit payments.
- [IRS Issues 2025 Tip and Overtime Guidance](https://waradydavis.com/irs-issues-2025-tip-and-ot-guidance/) - IRS Notice 2025-69 explains how workers can calculate deductible tips and overtime pay for 2025 when employer reporting is unavailable.
- [2025 Budget Passes, Tax Reform Next](https://waradydavis.com/2025-budget-resolution-passed/) - Congress passed the 2025 budget resolution, setting the stage for major tax reform, potential R&D expensing changes, and significant business impacts.
- [OBBBA Tax Law Brings Major Changes for Individual Taxpayers](https://waradydavis.com/obbba-tax-law-brings-major-changes-for-individual-taxpayers/) - Broad changes are in store for individual taxpayers under the One, Big, Beautiful Bill Act, including updates to credits, deductions, and tax rates.
- [OBBBA: Key Provisions Impacting Tax-Exempt Organizations](https://waradydavis.com/one-big-beautiful-bill-act-key-provisions-that-will-impact-tax-exempt-organizations/) - The OBBBA brings major tax changes for not-for-profits. Learn how new rules impact fundraising, deductions, and compliance for your organization.
- [Important federal tax filing dates for 2026](https://waradydavis.com/important-federal-tax-filing-dates-for-2026/) - Review key 2026 tax deadlines for individuals, businesses, employers, and organizations, including filing, payment, and reporting due dates.
- [Credit Loss Rules for Nonprofits](https://waradydavis.com/credit-loss-rules-for-nonprofits/) - Is your nonprofit ready for CECL? Learn what the new credit loss reporting rules mean, what’s covered, and how to stay compliant under GAAP standards.
- [Inside the House Version of the One, Big, Beautiful Bill](https://waradydavis.com/inside-the-one-big-beautiful-bill/) - Learn how the One, Big, Beautiful Bill Act could affect your taxes, with TCJA extensions, new deductions, and key business and individual changes.
- [COVID-19 IRS Penalty Relief: What Taxpayers Need to Know](https://waradydavis.com/covid-19-irs-penalty-relief-what-taxpayers-need-to-know/) - A recent court ruling may provide relief from COVID-19 IRS penalties. Learn who may qualify and why the July 10, 2026, deadline matters.
- [What’s in the “One Big Beautiful Bill Act” H.R.1](https://waradydavis.com/whats-in-the-one-big-beautiful-bill-act-h-r-1/) - Learn how the One Big Beautiful Bill Act could affect your taxes, with TCJA extensions, new deductions, and key business and individual changes.
- [Cut Your Business’s 2025 Taxes with Year-End Strategies](https://waradydavis.com/cut-your-businesss-2025-taxes-with-year-end-strategies/) - Learn year-end tax planning strategies businesses can use to reduce 2025 taxes, including bonus depreciation, PTET, QBI, and R&D deductions.
- [What the OBBBA Means for Your Business](https://waradydavis.com/what-the-obbba-means-for-your-business/) - Discover how the One Big Beautiful Bill Act (OBBBA) reshapes business tax laws—from QBI deductions to bonus depreciation and R&D expensing.
- [How the new Trump Accounts for children will work](https://waradydavis.com/how-the-new-trump-accounts-for-children-will-work/) - Learn how Trump Accounts work, including eligibility, contribution limits, tax benefits, and how families can save for a child’s future.
- [Accounting Today 2026 Regional Leader](https://waradydavis.com/accounting-today-2026-regional-leader/) - Accounting Today named Warady & Davis a 2026 Great Lakes Regional Leader, recognizing the firm's growth and client service excellence.
- [Midyear Tax Planning Strategies to Reduce Your Tax Bill](https://waradydavis.com/midyear-tax-planning-strategies-to-reduce-your-tax-bill/) - Midyear tax planning helps individuals maximize deductions, reduce taxes, manage investments, and identify valuable tax-saving opportunities.
- [Tips for dealing with tariff-driven turbulence](https://waradydavis.com/tips-for-dealing-with-tariff-driven-turbulence/) - Discover key strategies to reduce risk and manage costs amid evolving global tariffs, from financial planning to tax strategies and supplier shifts.
- [What Small Businesses Need to Do Now for R&D](https://waradydavis.com/what-small-businesses-need-to-do-now-for-rd/) - Learn how 2024 R&D expensing changes impact small businesses under IRS Rev. Proc. 2025-28, with steps to maximize deductions or amortization.
- [SALT Deduction Boost for 2025 Returns](https://waradydavis.com/salt-deduction-boost-for-2025-returns/) - If you have high state and local tax expenses but have been claiming the standard deduction in recent years, it’s time to revisit itemizing.
- [OBBBA: Key Changes to the SALT Deduction Cap](https://waradydavis.com/obbba-key-changes-to-the-salt-deduction-cap/) - The OBBBA raises the SALT deduction cap temporarily. See how these changes affect your taxes and why planning now can help minimize future liability.
- [Protecting nonprofit operations when disaster strikes](https://waradydavis.com/protecting-nonprofit-operations-when-disaster-strikes/) - Discover essential strategies for nonprofit disaster protection to ensure financial stability and operational continuity during emergencies.
- [401(K) Rollovers](https://waradydavis.com/401k-rollovers/) - Learn about the importance of encouraging former employees to roll over retirement savings and how to accept rollovers - Warady Davis - Chicago CPA.
- [FinCen Reverses U.S. BOI Reporting Requirements](https://waradydavis.com/u-s-businesses-persons-now-exempt-from-boi-reporting/) - U.S. businesses and persons are now exempt from BOI reporting filing requirements of the Corporate Transparency Act
- [Prepare Your Nonprofit for Financial Downturns](https://waradydavis.com/prepare-your-nonprofit-for-financial-downturns/) - Worried about funding cuts? Discover how your not-for-profit can build operating reserves to stay resilient during financial uncertainty and crises.
- [Don’t sleep on these after-tax-day tips](https://waradydavis.com/dont-sleep-on-these-after-tax-day-tips/) - Not sure how long to keep your tax records after filing? Learn IRS retention rules, what documents to toss, and what to do if you receive an IRS letter.
- [4 year-end planning steps to trim your 2025 taxes](https://waradydavis.com/4-year-end-planning-steps-to-trim-your-2025-taxes/) - Understand 2025 OBBBA tax changes, including updated deductions, SALT limits, and charitable rules to lower year-end tax liability.
- [Retirement Tax Planning: Four Financial Questions to Ask Right Now](https://waradydavis.com/four-financial-questions-to-ask-right-now/) - Review retirement tax planning strategies, Roth conversions, Social Security timing, and Medicare costs to make informed financial decisions.
- [IRS: Review Your Withholding Now for Next Year](https://waradydavis.com/irs-review-your-withholding-now-for-next-year/) - The IRS urges taxpayers to review their withholding early in the year using its online estimator to avoid penalties, big refunds, or tax bills in 2026.
- [2025 Tax Filing: What’s New Under the OBBBA](https://waradydavis.com/2025-tax-filing-whats-new-under-the-obbba/) - Learn how 2025 tax filing rules change under the One Big Beautiful Bill Act, including deductions, credits, and small business provisions.
- [IRS CP53E Scam Alerts: What Taxpayers Need to Know](https://waradydavis.com/irs-cp53e-scam-alerts-what-taxpayers-need-to-know/) - Learn how to identify genuine IRS Notice CP53E and avoid scams. Stay safe with tips on verifying notices through official IRS channels.
- [What the New Tips and Overtime Deductions Mean for You](https://waradydavis.com/what-the-new-tips-and-overtime-deductions-mean-for-you/) - The IRS has issued guidance for taxpayers wanting to claim new deductions for qualified tips income and qualified overtime compensation for 2025.
- [The OBBBA to eliminate certain clean energy tax incentives](https://waradydavis.com/the-obbba-to-eliminate-certain-clean-energy-tax-incentives/) - OBBBA accelerates the phaseout of clean energy tax breaks. See how changes impact solar, wind, EV credits, and energy-efficient upgrades.
- [IRS Guidance on ‘No Tax on Tips’ Under OBBBA](https://waradydavis.com/irs-guidance-on-no-tax-on-tips-under-obbba/) - IRS issues preliminary guidance on the OBBBA No Tax on Tips rule, outlining eligible occupations and new reporting requirements.
- [IRS clarifies theft and fraud loss deductions](https://waradydavis.com/irs-clarifies-theft-and-fraud-loss-deductions/) - Through a Chief Counsel Advice memo, the IRS indicates that more fraud victims can claim a theft loss deduction than previously known.
- [6 Last-minute Tax Tips Your Business Can Use Right Now](https://waradydavis.com/6-last-minute-tax-tips-your-business-can-use-right-now/) - Lower your business’s 2025 taxes with six last-minute year-end tax tips, including income deferral, expense prepayment, equipment purchases, and more.
- [2026 OBBBA Tax Changes: Key Items to Review This Year](https://waradydavis.com/2026-obbba-tax-changes-key-items-to-review-this-year/) - Discover the key 2026 OBBBA tax changes and learn how they could impact your personal and business finances next year.
- [Cut Nonprofit Costs, Not Staff](https://waradydavis.com/cut-nonprofit-costs-not-staff/) - Facing budget cuts? Discover 7 smart ways nonprofits can reduce expenses without layoffs—protect your team and mission with cost-saving strategies.

## Pages

- [Home](https://waradydavis.com/) - As a Top 25 Chicago CPA Firm, we provide accounting, tax, and audit services to individuals and privately held businesses across a variety of industries.
- [About](https://waradydavis.com/about/) - W&D has grown to 150+ members and is a top 25 Chicago CPA firm, Great Lakes Regional Leader and Top 200 public accounting firm nationally.
- [Recruiting Schedule](https://waradydavis.com/careers/internships/recruiting-schedule/) - Apply for W&D accounting internships and view campus recruiting events for students seeking experience with a top Chicago CPA firm.
- [Internships](https://waradydavis.com/careers/internships/) - Learn about the college recruiting opportunities for university students including accounting, audit & tax internships - Warady Davis - Chicago CPA Firm.
- [Experienced Professionals](https://waradydavis.com/careers/experienced-professionals/) - Join Warady & Davis LLP, a top Chicago CPA firm offering rewarding careers, flexible work options, growth opportunities, and benefits.
- [Current Opportunities](https://waradydavis.com/careers/opportunities/) - #post_excerptLearn about current audit, accounting and tax opportunities for qualified candidates seeking to enhance or expand their career - Warady Davis - Chicago CPA
- [News](https://waradydavis.com/resource-center/news/) - Access OBBBA tax resources, webinars, and expert insights from W&D to understand the impact on businesses, individuals, and nonprofits
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- [Submit Your Resume](https://waradydavis.com/careers/submit-your-resume/) - Submit your resume to Warady & Davis and apply for accounting, audit, tax, and consulting career opportunities with a leading Chicago CPA firm.
- [MSI Global Alliance](https://waradydavis.com/about/msi-global-alliance/) - Learn how Warady & Davis LLP and MSI Global Alliance provide international tax, audit, and accounting services through a network in 100+ countries.
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- [Mission and Core Values](https://waradydavis.com/about/mission-core-values/) - Learn about Warady & Davis LLP’s mission and core values, built on integrity, trust, teamwork, and long-term client relationships.
- [Privacy Policy](https://waradydavis.com/privacy-policy/) - Learn how Warady & Davis LLP protects client privacy and personal information through secure practices, confidentiality standards, and data safeguards.
- [CPA Firm Succession](https://waradydavis.com/about/cpa-firm-succession/) - Learn about our CPA Firm Succession services designed to help Chicago Accounting and Tax firms considering upward merger or practice sales.
- [Warady & Davis Cares](https://waradydavis.com/about/warady-davis-cares/) - Learn about Warady & Davis' community service and commitment to financially support many Chicagoland Charities - Warady Davis - Chicago CPA Firm.
- [Services](https://waradydavis.com/services/) - #post_excerptLearn about the full suite of tax, accounting, audit, consulting and financial services offered to companies and individuals - Warady Davis - Chicago CPA Firm.
- [Careers](https://waradydavis.com/careers/) - Discover CPA careers with one of Top 100 Best Accounting firms to work for and learn about our benefits, training and fun.
- [Resource Center](https://waradydavis.com/resource-center/) - #post_excerptVisit our resource center and learn about key tax legislation, hot topics, accounting updates and other important information - Warady Davis - Chicago CPA.
- [Employees](https://waradydavis.com/employees/) - #post_excerptResources for current Warady & Davis employees - Warady & Davis - Chicago CPA Firm.
- [Deerfield Office](https://waradydavis.com/deerfield-headquarters/) - Warady & Davis LLP's headquarters office is conveniently located at the I-294 tollway Deerfield Rd. exit about 15 minutes North of O'Hare airport.
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- [Clients](https://waradydavis.com/clients/) - Secure client file exchange and tools for Warady & Davis LLP clients - Warady & Davis - Chicago CPA Firm.
- [Warady & Davis Cares](https://waradydavis.com/careers/warady-davis-cares-racism-injustice-hate/) - #post_excerptLearn about Warady & Davis' commitment to Diversity & Inclusion and stance against racism, violence and hate. Warady Davis - Chicago CPA Firm.
- [Industries](https://waradydavis.com/industries/) - Learn about Wardy & Davis LLP's industries knowledge including real estate, construction, manufacturing and many more - Chicago CPA Firm.
- [Testimonials Celebrating 75 Years](https://waradydavis.com/testimonials-celebrating-75-years/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.16″ _module_preset=”default” background_color=”#929292″ global_colors_info=”{}”][et_pb_fullwidth_header title=”Client Testimonials” subhead=”Our mission is your success.” button_one_url=”/contact-us/” logo_image_url=”https://waradydavis.com/wp-content/uploads/2024/03/75YearsLogo-white-orange.png” _builder_version=”4.27.0″ _module_preset=”default” title_font=”|700|||||||” title_font_size=”65px” content_font=”|700||on|||||” content_text_color=”#7AB671″ content_font_size=”23px” subhead_font_size=”30px” subhead_line_height=”1.4em” background_color=”#303F59″ background_image=”https://waradydavis.com/wp-content/uploads/2024/03/wd-leaf-bg-plain.jpg” custom_button_one=”on” button_one_text_size=”20px” button_one_custom_padding=”15px|30px|15px|30px|true|true” height=”460px” max_height=”460px” custom_margin=”0px||||false|false” custom_margin_tablet=”” custom_margin_phone=”|0px|||false|false” custom_margin_last_edited=”on|phone” custom_padding=”100px||||false|false” custom_padding_tablet=”19vw||14vw||false|false” custom_padding_phone=”5vw|37px|5vw||true|false” custom_padding_last_edited=”on|phone” title_font_size_tablet=”50px” title_font_size_phone=”40px” title_font_size_last_edited=”on|phone” subhead_font_size_tablet=”24px” subhead_font_size_phone=”22px” subhead_font_size_last_edited=”on|phone” custom_css_logo=”width: 250px;||float:right;” custom_css_title=”width: 70%;||/*float: right;*/” custom_css_subtitle=”/*padding-left: 380px;*/” global_colors_info=”{}”][/et_pb_fullwidth_header][/et_pb_section][et_pb_section fb_built=”1″
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- [OBBBA Resources](https://waradydavis.com/resource-center/obbba-resources/) - Understand how OBBBA 2025 affects you: Summaries, FAQs, tools, and industry guides for individuals, businesses, and nonprofits. Contact us for tailored advice.

## Jobs

- [Accountant Bookkeeper](https://waradydavis.com/job/accountant-bookkeeper/) - As one of the top 25 CPA firms in the Chicago land area, a top 200 firm nationally, and a Great Lakes Regional Leader (Source: Crain’s Chicago Business, AICPA G400, and Accounting Today), Warady & Davis LLP is seeking an accountant bookkeeper with prior public accounting experience to join our team. CLICK HERE to learn
- [Audit Senior](https://waradydavis.com/job/audit-senior-employee-benefit-plan-audit/) - Warady & Davis is seeking an audit senior or audit supervisor with prior public accounting and not-for-profit client experience to join our team.
- [Audit Supervisor](https://waradydavis.com/job/audit-supervisor-2/) - As one of the top 25 CPA firms in the Chicago land area, a top 200 firm nationally, and a Great Lakes Regional Leader (Source: Crain’s Chicago Business, AICPA G400, and Accounting Today), Warady & Davis LLP is seeking an audit supervisor with prior public accounting and employee benefit plan audit experience to join our
- [Tax Senior](https://waradydavis.com/job/tax-senior/) - As one of the top 25 CPA firms in the Chicago land area, a top 200 firm nationally, and a Great Lakes Regional Leader (Source: Crain’s Chicago Business, AICPA G400, and Accounting Today), Warady & Davis LLP is seeking a tax senior with prior public accounting and not-for-profit client experience to join our team. CLICK
- [Tax Supervisor](https://waradydavis.com/job/tax-supervisor/) - As one of the top 25 CPA firms in the Chicago land area, a top 200 firm nationally, and a Great Lakes Regional Leader (Source: Crain’s Chicago Business, AICPA G400, and Accounting Today), Warady & Davis LLP is seeking a tax supervisor with prior public accounting experience to join our team. CLICK HERE to learn

## Services

- [Employee Benefit Plan Audit](https://waradydavis.com/service/employee-benefit-plan-audit/) - Learn about our employee benefit plan audit services and the types of ERISA audits we perform, such as 401(k) and 403(b). Chicago CPA Firm
- [Management Advisory](https://waradydavis.com/service/management-consulting-services/) - Discover our management advisory services, including strategic planning, succession planning, budgeting, and forecasting - Warady & Davis - Chicago CPA.
- [Tax](https://waradydavis.com/service/tax-services/) - Learn about our wide range of Chicago tax services for businesses, nonprofits and individuals.
- [Business Valuation](https://waradydavis.com/service/business-valuation-approach/) - Learn about the business valuation services offered by W&D Consulting - Warady & Davis - Chicago CPA.
- [Estate & Gift Tax Planning](https://waradydavis.com/service/estate-gift-tax-planning/) - Learn about the estate and gift tax planning services - including trust administration - W&D offers to Chicago individuals and families - Chicago CPA.
- [Forensic Accounting](https://waradydavis.com/service/forensic-services/) - Learn about W&D's forensic accounting services to prevent, detect, and investigate fraud, including evaluating and implementing internal controls.
- [Wealth Management Advisory Services](https://waradydavis.com/service/wealth-management-advisory-services/) - Warady & Davis supports individuals in many areas including goal-driven wealth, retirement, tax, estate and succession planning and preparation.
- [Wealth Management](https://waradydavis.com/service/wealth-management-services/) - W&D supports individuals & their advisors in many areas including goal-driven wealth management, retirement, tax, estate & succession planning and preparation.
- [Audit and Advisory](https://waradydavis.com/service/audit-and-accounting-services/) - Chicago audit services, including business audits, reviews & compilations, accounting and due diligence - Warady & Davis - Chicago CPA.
- [Succession Planning](https://waradydavis.com/service/succession-planning/) - Learn about W&D's succession planning services offered to companies including business valuations and estate tax planning - Chicago CPA Firm.
- [Litigation Support](https://waradydavis.com/service/litigation-support-services/) - Learn about our litigation support services, including expert witness testimony, damage determination, and business valuation - Warady & Davis - Chicago CPA.
- [Accounting](https://waradydavis.com/service/accounting-services/) - Discover our Chicago accounting and bookkeeping services for businesses and high net worth individuals - QuickBooks Consulting. Warady & Davis - Chicago CPA.
- [State and Local Tax](https://waradydavis.com/service/state-and-local-tax/) - Learn about W&D's state and local tax services, including nexus reviews, sales and use tax and more - Warady & Davis - Chicago CPA Firm.
- [IT Services](https://waradydavis.com/service/technology-solutions/) - Learn about W&D's outsource IT services partnerships, including cyber security, network solutions, hardware, software and disaster recovery - Chicago CPA.

## Industries

- [Privately-Held Businesses](https://waradydavis.com/industry/owner-run-and-family-businesses/) - Learn about the accounting, audit, tax and consulting services offered by Warady & Davis LLP to owner-run, family & privately-held businesses.
- [Professional Services](https://waradydavis.com/industry/professional-services/) - Learn about the professional services accounting offered to law firms and others including tax, audit, accounting & consulting - Warady Davis—Chicago CPA Firm.
- [Manufacturing](https://waradydavis.com/industry/manufacturing-audit-accounting-and-tax-services/) - Warady & Davis provides manufacturing audit, accounting & tax services for Chicago manufacturers & distributors, helping improve growth and profitability.
- [Wholesale & Distribution](https://waradydavis.com/industry/wholesale-distribution/) - Learn about W&D's accounting, audit, tax and consulting services for wholesale distribution companies in Chicago, across the U.S. and internationally.
- [Technology](https://waradydavis.com/industry/technology/) - Chicago accounting, tax and advisory services offered to technology and software as service (SaaS) companies - Warady & Davis - Chicago CPA Firm.
- [Nonprofit](https://waradydavis.com/industry/not-for-profit/) - Learn about the nonprofit audit, accounting, tax & consulting services offered to Chicago nonprofits - Warady & Davis - Chicago CPA.
- [Transportation & Logistics](https://waradydavis.com/industry/transportation-logistics/) - Accounting and tax solutions for logistics, freight, and transportation companies. Warady & Davis helps your business stay compliant and profitable.
- [Healthcare](https://waradydavis.com/industry/healthcare-accounting/) - Chicago's trusted healthcare accounting services for institutions, physician, dental & veterinary practices of all sizes and specialties. Chicago Healthcare CPA
- [Small Businesses](https://waradydavis.com/industry/small-businesses/) - Learn about W&D's audit, accounting, tax and advisory expertise for entrepreneurial and small businesses - Warady & Davis - Chicago CPAs.
- [Real Estate](https://waradydavis.com/industry/real-estate/) - Learn about the accounting, audit, tax and consulting services we offer to real estate clients, including HUD audits.
- [Construction](https://waradydavis.com/industry/construction-accounting-audit-tax-consulting/) - Explore our construction audit, accounting and tax services for Chicago construction companies, including financial reporting and tax planning support.

## People

- [Sean Snowden, MBA, CVA](https://waradydavis.com/staff/sean-snowden-mba-cva-managing-member-wd-consulting-llc/) - Review the biography of Sean Snowden, MBA, CVA to learn about his specialization in business valuations and financial analysis - W&D Consulting LLC.
- [Eileen Pollard](https://waradydavis.com/staff/eileen-pollard/) - Eileen Pollard provides accounting, payroll, trust administration, and estate tax support services for individuals, trusts, and businesses.
- [Joel M. Friedman, JD, CPA](https://waradydavis.com/staff/friedman-joel-jd-cpa/) - Meet Joel M. Friedman, JD, CPA, providing estate, tax, trust, nonprofit, and succession planning services for individuals and businesses.
- [Jea Song, CPA](https://waradydavis.com/staff/jea-song-cpa-partner/) - Review the biography of Partner, Jea Song, CPA and learn about his focus on accounting and audits for employee benefit plan audits and many industries - Warady & Davis - Chicago Accounting Firm.
- [Kenneth Pinsky, CPA](https://waradydavis.com/staff/kenneth-pinsky-cpa-co-managing-partner-executive-committee-member/) - Review the biography of Kenneth Pinsky, CPA and immediate past Co-Managing Partner, to learn about his real estate tax specialty - Warady & Davis.
- [Robert Weismann, CPA](https://waradydavis.com/staff/robert-weismann-cpa-partner-managing-director-of-professional-services-executive-committee-member/) - Robert Weismann, CPA, Co-Managing Partner at W&D, provides audit, tax, and consulting services to construction and manufacturing clients.
- [Steve O'Connor, CPA](https://waradydavis.com/staff/steve-oconnor-cpa-partner-executive-committee-member/) - Review the biography of Steve O'Connor, CPA to learn about his privately held and family business accounting, tax and consulting specialties - Warady & Davis - Chicago CPA.
- [Katherine Hunt, CPA](https://waradydavis.com/staff/katherine-hunt-cpa-partner-director-of-audit-accounting-services-executive-committee-member/) - Review the professional biography of Katherine Hunt, CPA, Audit and Accounting Partner, focused on audit and accounting services - Warady Davis - Chicago CPA.
- [Robert J. Giblichman, CPA](https://waradydavis.com/staff/robert-j-giblichman-cpa-partner-director-of-quality-control/) - Review the biography of Robert Giblichman CPA, Partner, Director of Quality Control, focused on audit quality and peer review - Warady & Davis LLP.
- [Michael Boban, CPA](https://waradydavis.com/staff/michael-boban-cpa-partner/) - Review the professional biography of Michael Boban, CPA, Partner, focused on providing audit, accounting & tax services - Chicago CPA Firm.
- [William A. Nichols, CPA](https://waradydavis.com/staff/william-a-nichols-cpa-partner-executive-committee-chairman/) - Review the biography of William Nichols, CPA, Partner, focused on serving real estate & construction clients - Warady Davis - Chicago CPA Firm.
- [Lawrence Silverman, CPA](https://waradydavis.com/staff/lawrence-silverman-cpa-partner/) - Review the biography of Partner, Lawrence Silverman, CPA to learn about his 40+ years of service in accounting, tax and consulting - Warady & Davis.
- [Norman Nagel, CPA](https://waradydavis.com/staff/norman-nagel-cpa-partner/) - In Memoriam March 13th, 1944 - November 1st, 2023. Obituary, shiva and funeral details may be viewed HERE. For over 45 years, Norm has been a Partner in large, local CPA firms, which included managing and directing offices and real estate and construction practices. He provides accounting, tax and consulting services to a wide variety of industries, especially
- [Joseph G. Ferrari, MST, MBA, CPA](https://waradydavis.com/staff/joseph-g-ferrari-mst-mba-cpa/) - Joseph G. Ferrari is a Senior Consultant with Warady & Davis LLP, Certified Public Accountants & Consultants.
- [Ronald Zweig, CPA](https://waradydavis.com/staff/ronald-s-zweig-cpa-partner/) - Review the biography of Partner Ronald Zweig, CPA to learn about his focus on wealth management and tax planning - Warady & Davis - Chicago Accounting Firm
- [James Donenberg, CPA](https://waradydavis.com/staff/james-donenberg-cpa-mba-partner/) - Review the professional biography of James Donenberg, CPA, MBA, Partner focused on providing accounting & tax services to Chicago companies - Chicago CPA.
- [Sharon Frydman, CPA](https://waradydavis.com/staff/sharon-frydman-cpa-partner-executive-committee-member/) - Sharon Frydman, CPA, Tax Partner at W&D, specializes in real estate taxation, estate planning, succession planning, and tax advisory services.
- [Richard M. Franklin, CPA](https://waradydavis.com/staff/richard-m-franklin-cpa-co-managing-partner-executive-committee-member/) - Review the biography of Richard Franklin, CPA, Partner, focused on accounting, audit & tax services for owner operated & family businesses.
- [Richard A. Breseman, CPA](https://waradydavis.com/staff/richard-a-breseman-cpa-partner-director-of-litigation-services/) - Richard A. Breseman, CPA, provides audit, forensic accounting, litigation support, and consulting services to closely held businesses.
- [Mark Thomas, CPA, CFE](https://waradydavis.com/staff/mark-thomas-cpa-cfe-partner-managing-director-of-operations-director-of-employee-benefit-plan-and-forensic-services-executive-committee-member/) - Mark Thomas, CPA, CFE, Co-Managing Partner at W&D, provides audit, forensic accounting, and advisory services to privately held businesses.
- [Martin Albert, Jr., CPA](https://waradydavis.com/staff/martin-albert/) - Martin Albert Jr., CPA, Partner at W&D, delivers tax, audit, and consulting solutions for businesses, owners, and real estate clients.
- [David M. Dickman, CPA](https://waradydavis.com/staff/david-m-dickman-cpa-partner/) - Review the professional biography of David Dickman, CPA, Partner, focused on providing audit and tax services to Chicago companies - Chicago Accountant.
- [Joseph M. Tamburello, CPA](https://waradydavis.com/staff/joe-tamburello-cpa/) - Learn how Joe Tamburello, CPA helps clients with tax planning and compliance as well as with the administration of trusts and estates.
- [Joseph A. Izen, CPA](https://waradydavis.com/staff/jospeph-a-izen-cpa/) - Background Joseph A. Izen, CPA has 36 years of corporate, partnership and individual tax and general business expertise. Prior to merging with Warady & Davis LLP (W&D), Joe was the owner and principal of Josepah A. Izen, Associates, CPAs. Areas of Specialization Joe’s areas of specialization include tax compliance, tax research and tax planning projects
- [Christopher Straub, CPA](https://waradydavis.com/staff/christopher-straub-cpa-msa-partner/) - Chris Straub, CPA, Partner at Warady & Davis LLP, a Chicago CPA firm, specializing in audit, accounting, and strategic consulting for not-for-profits.
- [Barry Edelstein, CPA](https://waradydavis.com/staff/barry-edelstein-cpa-partner/) - Barry Edelstein, CPA, Partner at Warady & Davis LLP, a Chicago CPA firm, specializing in tax planning, compliance, and strategic advisory services.
- [Seth Appel, EA](https://waradydavis.com/staff/seth-appel/) - Seth Appel is a Partner with Warady & Davis LLP and the Director of the firm’s Tax Operations and Financial Accounting Services and Tax practice.
- [Rocco Losch, CPA](https://waradydavis.com/staff/rocco-losch-cpa-partner-managing-director-of-technology/) - Background Rocco is an audit and accounting Partner in the certified public accounting and consulting firm of Warady & Davis LLP. He has over 20 years of public accounting experience serving the firm's diverse clientele including businesses ranging from start-up phase companies to organizations with revenues in excess of $500MM. Rocco acts as the Engagement
- [Jo Ann Porter, CPA](https://waradydavis.com/staff/jo-ann-porter-cpa-partner/) - Background For over 30 years, Jo Ann has provided audit, accounting, tax and consulting services to a wide variety of industries including real estate, construction, manufacturing, distribution and numerous service industries. She serves as a Partner in the Audit & Accounting Department of Warady & Davis LLP. Jo Ann has in-depth expertise in audit, accounting
- [Alison Goodridge, CPA](https://waradydavis.com/staff/alison-goodridge-cpa-partner-managing-director-of-human-capital/) - Review the biography of Alison Goodridge, CPA, Managing Director of Human Capital, providing audit & tax services - Warady Davis LLP - Chicago CPA Firm.
- [Burton R. Kaplan, CPA](https://waradydavis.com/staff/burton-kaplan/) - Effective January 1, 2020. Burton R. Kaplan, CPA merged his practice, Burton R. Kaplan LLC, with Warady & Davis LLP.
- [Atarah Mayer, CPA](https://waradydavis.com/staff/atarah-mayer-cpa/) - Atarah Mayer, CPA, Partner at Warady & Davis LLP. Specializing in individual, partnership, and corporate tax services for construction businesses.
- [Daniel Rohowsky, CPA](https://waradydavis.com/staff/daniel-rohowsky-cpa-partner/) - Dan is a CPA and Partner focused on providing audit and tax services to Chicago companies, focusing on Real Estate, Manufacturing, and Privately-Held Businesses.
- [Matthew Zindell, CPA, MST](https://waradydavis.com/staff/matthew-zindell-cpa/) - Matthew Zindell, CPA, MST, Tax Partner, Warady & Davis LLP. Specializing in partnership, S-Corporation & multi-state taxation, real estate, manufacturing, & service businesses.
- [Ronald Radtke, CPA](https://waradydavis.com/staff/ronald-radtke/) - Ronald Radtke, CPA is a former Partner with Warady & Davis LLP. Prior to joining W&D, Ron was an audit Partner with Goettsche, Tranen, Winter & Russo.
- [David Faje](https://waradydavis.com/staff/david-faje/) - David Faje, CPA, MST is a Partner in Warady & Davis LLP’s Tax practice.
- [Alvin I. Siegel, CPA](https://waradydavis.com/staff/alvin-i-siegel-cpa-partner/) - Alvin Siegel, CPA, In Memoriam. Warady & Davis - Chicago CPA Firm.
- [Steven Masur, CPA](https://waradydavis.com/staff/steven-masur-cpa-former-partner-and-currently-of-counsel/) - Review the biography of Steve Masur, CPA, focused on providing tax consulting services to Chicago companies and individuals - Warady Davis - Chicago CPA.
- [Marc Heller, CPA, JD](https://waradydavis.com/staff/marc-heller-cpa-jd-partner-director-of-technical-tax-services/) - Review the biography of Marc Heller, CPA, JD, Director of Technical Tax Services including complex tax planning - Warady Davis - Chicago CPA Firm.
- [Kosta Tchobanov, CPA, MSA](https://waradydavis.com/staff/kosta-tchobanov-cpa-msa-partner/) - Review the professional biography of David Dickman, CPA, Partner, focused on providing audit and tax services to Chicago companies - Chicago Accountant.
- [Alan J. Russo, CPA](https://waradydavis.com/staff/alan-russo/) - Alan J. Russo, CPA is a Partner with Warady & Davis LLP. Prior to merging his practice with W&D, Alan led his own CPA firm, Goettsche, Tranen, Winter & Russo.
- [Gary Rudenberg, CPA](https://waradydavis.com/staff/gary-rudenberg-cpa-co-managing-partner-executive-committee-member/) - Review the biography of Partner, Gary Rudenberg, to learn about his accounting, tax and consulting specialties - Warady & Davis.
- [Henry R. Nutkevitch, CPA](https://waradydavis.com/staff/henry-nutkevitch/) - Henry R. Nutkevitch, CPA is a Partner with Warady & Davis LLP. Prior to merging his practice with W&D, Henry was an audit partner with the CPA firm, Goettsche, Tranen, Winter & Russo.
- [Scott Nathan, CPA, MST](https://waradydavis.com/staff/scott-nathan/) - Scott Nathan, CPA, MST is a Partner and Director of Tax Compliance with Warady & Davis LLP's tax practice. He provides tax advisory and consulting services to businesses and individuals.
- [Susan Greggo, CPA, MS](https://waradydavis.com/staff/susan-greggo-cpa-partner-director-of-not-for-profit-services/) - Review the biography of Susan Greggo, CPA, Partner, Director of Not-for-Profit Services providing audit and accounting to nonprofits - Warady & Davis - Chicago CPA Firm.
- [Gerald Frishman, CPA](https://waradydavis.com/staff/gerald-frishman-cpa-former-managing-partner-and-currently-of-counsel/) - Gerald Frishman, CPA, Former Managing Partner. In Memoriam.
- [Genalyn Francisco, CPA](https://waradydavis.com/staff/genalyn-francisco-cpa/) - Genalyn Francisco, CPA, Manager at Warady & Davis LLP, a Chicago CPA firm, specializing in audit and advisory services, financial reporting, nonprofit audits.
- [Katherine Christiansen, CPA](https://waradydavis.com/staff/katherine-christiansen-cpa/) - Katherine Christiansen, CPA, provides audit, accounting, tax, and employee benefit plan audit services to private companies and business owners.
- [Izabela Puskarz, CPA](https://waradydavis.com/staff/izabela-puskarz-cpa/) - Izabela Puskarz, CPA, Tax Partner at Warady & Davis LLP, a Chicago CPA firm, specializing in individual, corporate, partnership, and multi-state taxation.
- [Amy Guerra, CPA](https://waradydavis.com/staff/amy-guerra-cpa-director-of-not-for-profit-services/) - Amy Guerra, CPA, Director of Not-for-Profit Services has 20+ years of experience providing assurance services to not-for-profit and healthcare entities.
- [Nicholas DeMarco, CPA](https://waradydavis.com/staff/nicholas-demarco-cpa/) - Nick is a Manager in Warady & Davis LLP’s tax practice and has more than 20 years of xperience specializing in privately-held businesses & individuals.

## Categories

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- [Business Valuation](https://waradydavis.com/category/business-valuation/)

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