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News & Updates
Sharing space can mean sharing costs and more
Oct 21, 2024
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News
If your not-for-profit is looking for significant ways to cut costs, one of the best ideas is to ...
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An update on the Employee Retention Tax Credit for construction companies
Oct 21, 2024
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Construction
When the pandemic hit in 2020, the federal government rolled out the Employee Retention Tax Credit (ERTC) under ...
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Is your money-losing activity a hobby or a business?
Oct 18, 2024
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Tax & Estate Planning
Let’s say you have an unincorporated sideline activity that you consider a business. Perhaps you offer photography services, ...
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Can marketability discounts apply when valuing controlling business interests?
Oct 15, 2024
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Valuations
Discounts for lack of marketability are well established when valuing minority interests in closely held businesses. But many valuation experts ...
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Taking the mystery out of the probate process
Oct 11, 2024
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Tax & Estate Planning
Few estate planning subjects are as misunderstood as probate. Its biggest downside, and the one that grabs the ...
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Board independence is about more than avoiding conflicts of interest
Oct 11, 2024
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Non Profits
Are your not-for-profit’s board members independent? Your immediate response is probably, “of course!” But contrary to what many ...
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Manufacturers: Implement year-end tax planning strategies now to reduce your 2024 tax bill
Oct 10, 2024
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Manufacturing
As the year draws to a close, it’s generally manufacturers’ last chance to implement strategies to reduce their ...
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Unlock your child’s potential by investing in a 529 plan
Oct 9, 2024
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Tax & Estate Planning
If you have a child or grandchild planning to attend college, you’ve probably heard about qualified tuition programs, ...
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Phased retirement arrangements may benefit some employers
Oct 8, 2024
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Employer Benefits
Historically, retirement has been a bit like jumping off a cliff. Employees pick a date, maybe enjoy a ...
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Achieve multiple estate planning goals with one trust: A CRT
Oct 7, 2024
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Tax & Estate Planning
For many people, two common estate planning goals are contributing to a favorite charity and leaving significant assets ...
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Alternate construction delivery methods: CMc in the spotlight
Oct 2, 2024
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Construction
Like many construction businesses, yours may have operated for years following the traditional design-bid-build delivery method. An architect ...
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Can homeowners deduct seller-paid points as the real estate market improves?
Oct 1, 2024
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Tax & Estate Planning
The recent drop in interest rates has created a buzz in the real estate market. Potential homebuyers may ...
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