News & Resources
Striepe Named Senior Manager
June 8, 2026|Cindy Scott
We are pleased to announce that Crystal Striepe has been promoted to Senior Manager. Striepe joined the firm ...
read moreTurning RMDs Into a Strategic Advantage
June 1, 2026|Jackson Thornton
Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us or fill ...
read moreUtilities Consulting: Forecasting and Rate Setting
May 28, 2026|Mediadirective
Utilities are not optional. Electricity, natural gas, and water are the backbone of daily life for both households ...
read moreSpring Cleaning Your Home: Turning Physical Clutter Into Financial Return
May 5, 2026|Jackson Thornton
Most households are sitting on more idle capital than they realize - it's just tied up in closets, garages, and storage rooms. This article reframes spring cleaning as a financial exercise, exploring how unused possessions carry real costs, how clutter limits flexibility, and how a focused decluttering effort can convert dormant assets into liquidity, tax-efficient giving, and a simpler estate.
read moreKey Things to Focus on During a Financial Audit
April 24, 2026|Cindy Scott
A financial audit is one of the most consequential processes a business will undergo each year. Whether you’re ...
read moreWells Named to Forbes’ 2026 Best CPAs List
April 17, 2026|Cindy Scott
We’re pleased to announce that JT Principal and Consulting Line of Business Leader Jason Wells has been named ...
read moreMoreland Interviewed by Business Alabama
April 15, 2026|Cindy Scott
Jeremy Moreland, leader of our Client Advisory & Accounting Services line of business, was recently interviewed by Business ...
read moreHow Business Consulting Services Accelerate Growth
March 18, 2026|Mediadirective
Trump Accounts are a new type of tax-advantaged retirement account for children, created under 2025 legislation and clarified by recent IRS guidance. While contributions can't begin until mid-2026, families can begin preparing now. This article explains what is currently known, what remains uncertain, and how Trump Accounts compare to other common savings tools like Roth IRAs and 529 plans.
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