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Services First Column Business Advisory Blockchain Accounting & Tax Services Business Valuation Business Acquisitions by Aprio Business Applications Advisory Services Data Management and Insights Digital Transformation & Cybersecurity Sustainability Advisory Services Forensic Services Government Contracting Consulting Governance, Risk & Compliance Internal Audit Services Retirement Plan Services Succession Planning Technical Accounting Consulting (TAC) Services Transaction Advisory Second Column Assurance Financial Assurance Non-Financial Assurance Information Assurance Tax Business Tax Employment Tax Individual & Family Tax International Tax State & Local Tax (SALT) Sales Tax Consulting and Compliance Business Tax Credits & Incentives R&D Tax Credits Tax Controversy and Dispute Resolution Private Client Wealth Management Third Column Outsourcing Outsourced Accounting CFO Advisory Services Managed Compliance Services (CaaS) Payroll & HR Talent Financial & Accounting Staffing IT Staffing COVID Relief Assistance Employee Retention Credit Audit and Controversy Services ERC Services Provider Relief Fund Industries Construction Dental Government Contracting Healthcare Affordable & Public Housing Manufacturing & Distribution Financial Services Nonprofit & Education Private Equity Professional Services Real Estate Services Restaurant, Franchise & Hospitality Technology & Blockchain Insights Articles Events Newsroom Video Podcasts About People Aprio Firm Alliance Black Business Forum Diversity, Equity, Inclusion, and Belonging Locations Careers Contact Pay Invoices Search Services Business Advisory Blockchain Accounting & Tax Services Business Valuation Business Acquisitions by Aprio Business Applications Advisory Services Data Management and Insights Digital Transformation & Cybersecurity Sustainability Advisory Services Forensic Services Government Contracting Consulting Governance, Risk & Compliance Service Internal Audit Services Retirement Plan Services Risk Management Advisory Succession Planning Technical Accounting Consulting (TAC) Services Transaction Advisory Assurance Financial Assurance Non-Financial Assurance Information Assurance Employee Benefit Plan Audits Tax Business Tax Employment Tax Individual & Family Tax International Tax State & Local Tax (SALT) Sales Tax Consulting and Compliance Business Tax Credits & Incentives R&D Tax Credits Tax Controversy and Dispute Resolution Private Client Wealth Management Outsourcing Outsourced Accounting CFO Advisory Services Payroll & HR Managed Compliance Services (CaaS) Talent Financial & Accounting Staffing IT Staffing COVID Relief Assistance Employee Retention Credit Audit and Controversy Services ERC Services Provider Relief Fund Industries Construction Dental Government Contracting Healthcare Affordable & Public Housing Manufacturing & Distribution Financial Services Nonprofit & Education Private Equity Professional Services Real Estate Services Restaurant, Franchise & Hospitality Technology & Blockchain Insights Articles Events Newsroom Videos Podcasts About About People Aprio Firm Alliance Black Business Forum Diversity, Equity, Inclusion, and Belonging Locations Careers Contact Pay Invoices Future-focused business advisory and accounting services for entrepreneurs, businesses, investors and families SCHEDULE A CONSULTATION Advisory | Audit | Tax | Outsourcing | Talent | Private Client Industry experience that delivers results Partner with results-driven advisors that understand the financial, tax, operational and economic drivers that impact performance in your industry. Grow with a recognized leader in a top workplace EXPLORE APRIO CAREERS Get to know Aprio Insights Prepare for what’s next with the latest industry news, regulatory developments, actionable insights and thought leadership from Aprio. Learn morePeople Meet a team of future-focused leaders, industry specialists and passionate professionals motived by one thing – your success. Learn moreAprio Firm Alliance Outpace change and take your CPA firm to the next level. Join a community of like-minded, future-focused coaches, peers and mentors. Learn moreUseful Links Information Security Policy Privacy Policy Aprio Wealth Management, LLC Disclosures Do Not Sell My Info Peer Review Report Cookie Preferences APRIO, the Aprio pentagonal pinwheel logo,PASSIONATE FOR WHAT’S NEXT”, and the ISO 27001 CERTIFIED BY APRIO” seal, are registered marks of Aprio, LLP. APRIO CLOUD” is a service mark of Aprio, LLP. Aprio, LLP © 2024. All rights reserved. Investment advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Securities are offered through Purshe Kaplan Sterling (PKS”) Investments, Inc., member of FINRA/SIPC. Aprio Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. are separate and unaffiliated. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here....