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News & Updates
What tax documents can you safely shred? And which ones should you keep?
Apr 28, 2025
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Tax & Estate Planning
Once your 2024 tax return is in the hands of the IRS, you may be tempted to clear ...
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Divorcing business owners can’t afford to skimp on valuation expertise
Apr 28, 2025
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Valuations
Dividing marital assets can be a long, complicated process, especially if a divorce case involves a private business ...
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A review of dependent care FSAs for employers
Apr 25, 2025
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Employer Benefits
A well-rounded benefits package is an imperative for most employers. Although health insurance and retirement plans are the ...
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Need to modify an existing irrevocable trust? Decant it
Apr 25, 2025
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Tax & Estate Planning
“Decanting” an irrevocable trust allows a trustee to use his or her distribution powers to transfer assets from ...
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An essential tax deadline is coming up — and it’s unrelated to your 2024 return filing
Apr 25, 2025
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Tax & Estate Planning
Tuesday, April 15 is the deadline for filing your 2024 tax return. But another tax deadline is coming ...
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Maintaining a Quality Loan Portfolio During a Volatile Economic Cycle
Apr 24, 2025
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Financial Institutions
By: Jay Lucas, Director, Risk Advisory Economists indicate we are moving from inflation to stagflation, which presents a ...
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Creating a unified skills taxonomy: What employers need to know
Apr 21, 2025
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Employer Benefits
Today’s employers face serious challenges in areas such as workforce planning, talent development and financial performance. A common ...
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How is 3D printing affecting the construction industry?
Apr 17, 2025
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Construction
If you’re even remotely interested in technology, you’ve likely encountered the term “3D printing.” Sometimes also referred to ...
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Discover if you qualify for “head of household” tax filing status
Apr 17, 2025
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Tax & Estate Planning
When we prepare your tax return, we’ll check one of the following filing statuses: single, married filing jointly, ...
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Nonprofits: How to attract the best, most qualified interns
Apr 17, 2025
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Non Profits
Summer will be here before you know it, and for many not-for-profits, that means internships. Although students and ...
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“Privacy, please” when your nonprofit stores sensitive data
Apr 17, 2025
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Non Profits
How well does your nonprofit protect the privacy of donors, staffers, clients and volunteers? It’s an important question because failure to protect personal data can ...
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FAQs about the excess earnings method in business valuation
Apr 16, 2025
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Valuations
Valuation professionals use various methods to determine the fair market value of a private business or business interest. ...
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