Insights

Judgment-driven perspectives on accounting, tax, audit, and risk.

Practical insight beyond compliance and checklists.
January 1, 2026
Tax
Why “Tax Minimization” Without Context Backfires

Chasing the lowest possible tax bill without understanding context often creates greater risk. True tax efficiency requires judgment, alignment with facts, and long-term perspective — not isolated tactics.

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December 31, 2025
Tax
Cross-Border Tax

IRS Publication 54 highlights critical compliance considerations for dual citizens, green card holders, and retirees receiving Canadian income while living in the U.S.

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December 21, 2025
Advisory
Why Compliance Is No Longer the End Goal

Compliance ensures rules are followed. Judgment ensures decisions hold up. Modern accounting, tax, and audit demand both.

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