What tax documents can you safely shred? And which ones should you keep?

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

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

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

“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

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

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

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?

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

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

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

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

Valuation professionals use various methods to determine the fair market value of a private business or business interest. ...
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