For many people, the question of when to hire a CPA often comes up during tax season. But according to Larry Martin, a Hantzmon Wiebel Consultant, the better answer is often much earlier.

In this episode of It Depends, host Clarissa Hoffman sits down with tax partner Kendra Stribling to break down what Qualified Opportunity Zone investors need to know before the December 31, 2026 recognition deadline for deferred capital gains. They cover the key tax benefits of QOF investing, the 180-day reinvestment rule, and how recent legislation making the program permanent creates new planning opportunities, including enhanced incentives for Rural Opportunity Zones. Whether you hold a legacy investment or expect future capital gains, this conversation will help you plan ahead with confidence.⁠

Strong financial reporting is one of the most powerful tools a nonprofit board has, but only when it's built to inform, not overwhelm. From cash clarity to forward-looking projections, the right reporting package helps board members ask better governance questions and make smarter decisions. Partner Matt Dean shares what every nonprofit should include in their board financial reporting package to drive clarity and confidence at every level of leadership.

Retirement plans are a valuable benefit, but staying compliant takes more than an annual audit. From misreading plan documents to unclear TPA responsibilities, small oversights can lead to costly corrections. Our Employee Benefit Plan team walks through the most common pitfalls and the steps you can take to stay ahead of them.

A midyear budget check-in helps you compare actual results to your plan, identify what’s driving performance, and adjust assumptions while there’s still time to respond. It keeps your budget relevant and supports better decisions through the rest of the year.

Audit season can feel disruptive, especially for small businesses. Tight timelines, document requests, and competing priorities can quickly add stress. However, with the right preparation and steady habits in place, audits do not have to derail your operations. When approached thoughtfully, they can run smoothly and even offer valuable insight into how your organization works.