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Change management doesn’t have to be scary BusinessSuccession Planning

Change management doesn’t have to be scary

Business owners are constantly bombarded with terminology and buzzwords. Although you probably feel a need…
October 31, 2018
Donate appreciated stock for twice the tax benefits IndividualsTax ReformTax Services

Donate appreciated stock for twice the tax benefits

A tried-and-true year-end tax strategy is to make charitable donations. As long as you itemize…
October 30, 2018
How real estate investors can uncover financial statement fraud Charitable Trusts as Part of Your Estate PlanAccountingBusinessFraud

How real estate investors can uncover financial statement fraud

With millions of dollars at stake, an overextended real estate developer has a lot to…
October 29, 2018
Research credit available to some businesses for the first time BusinessTax ReformTax Services

Research credit available to some businesses for the first time

The Tax Cuts and Jobs Act (TCJA) didn’t change the federal tax credit for “increasing…
October 29, 2018
How successfully has your nonprofit shifted from overhead to impact? Nonprofit

How successfully has your nonprofit shifted from overhead to impact?

In the not-so-distant past, charity watchdog groups such as GuideStar, Charity Navigator and the Better…
October 26, 2018
Reduce insurance costs by encouraging employee wellness Business

Reduce insurance costs by encouraging employee wellness

Protecting your company through the purchase of various forms of insurance is a risk-management necessity.…
October 25, 2018
Could “bunching” medical expenses into 2018 save you tax? IndividualsTax ReformTax Services

Could “bunching” medical expenses into 2018 save you tax?

 If you itemize deductions and you have enough expenses to exceed the applicable floor for…
October 23, 2018
Selling your business? Defer — and possibly reduce — tax with an installment sale BusinessTax ReformTax Services

Selling your business? Defer — and possibly reduce — tax with an installment sale

When you spend years growing a company from inception, it’s not always easy moving on…
October 23, 2018
Assessing the effectiveness of internal controls AccountingInternal Controls

Assessing the effectiveness of internal controls

Strong internal controls can help prevent and detect fraud. That’s why Section 404(a) of the…
October 22, 2018
Following the ABCs of customer assessment Business

Following the ABCs of customer assessment

When a business is launched, its owners typically welcome every customer through the door with…
October 17, 2018
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