Insights & Tips

A practical overview of evaluating a Qualified Opportunity Fund investment — including the 2026 inclusion timing, documentation, and coordination with outside advisers — from Dohan CPA.

A practical FAQ-driven look at cost segregation studies, common mistakes, documentation, and coordination with outside advisers — from Dohan CPA.

A practical overview of cost segregation studies — covering methodology, depreciation implications, documentation, and coordination with outside advisers — from Dohan CPA.

A multi-year approach to family office tax planning: identifying decisions that can still be changed, quantifying tax and cash-flow consequences, documenting positions, and coordinating with legal, investment, retirement, and estate-planning advisers.

You don't need 30 reports. You need a small set of KPIs that actually drive behavior—cash flow, margin, backlog, and utilization.

In real estate and construction, profitable businesses still fail due to timing. CFO-level forecasting keeps owners ahead of reality.

A pillar guide to board and lender reporting — scope, cadence, controls, and how Dohan CPA builds a reconciled, decision-ready reporting package.

Practical answers on board and lender reporting — scope, responsibility, covenants, controls, and common pitfalls to avoid.

A step-by-step implementation guide for board and lender reporting — discovery, responsibility matrix, cleanup, workflow, and validation.

A practical, step-by-step checklist for preparing for a compilation engagement — from confirming the requirement through finalization.

Plain-English answers to the most common compilation engagement questions — requirements, scope, assurance levels, records, and how to choose the right CPA firm.

A pillar guide to compilation engagements — when one may be appropriate, what the engagement covers, how the process runs, and how Dohan CPA supports readiness.