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News & Updates
5 steps to take now to cut your 2022 tax liability
Nov 28, 2022
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Tax & Estate Planning
It has been quite a year — high inflation, rising interest rates and a bear stock market. While ...
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Operating reserves can help cushion financial blows
Nov 23, 2022
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Non Profits
First the COVID-19 pandemic wreaked havoc on not-for-profit finances and operations. Now, many organizations are worried about how ...
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Instill family values with a FAST
Nov 23, 2022
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Tax & Estate Planning
You create an estate plan to meet technical objectives, such as minimizing gift and estate taxes and protecting ...
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Year-end giving to charity or loved ones
Nov 22, 2022
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Tax & Estate Planning
The holiday season is here and many people plan to donate to their favorite charities or give money ...
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3 ways manufacturers can better prepare for the next supply chain disruption
Nov 22, 2022
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Manufacturing
Before the COVID-19 pandemic, many manufacturers’ supply chain management efforts focused on reducing costs and increasing efficiency, in ...
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Don’t Be a Turkey: Remember GivingTuesday is November 29, 2022
Nov 21, 2022
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Firm Insights
,
Non Profits
By: Aleisa Howell, CPA While most Americans are preparing to enjoy Thanksgiving with food, family, friends, and football, ...
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PBGC raises guarantee for single-employer pensions that fail next year
Nov 18, 2022
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Employer Benefits
Defined benefit retirement plans, better known as pensions, have been at risk for decades now. In fact, the ...
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Understand your spouse’s inheritance rights if you’re getting remarried
Nov 17, 2022
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Tax & Estate Planning
If you’re taking a second trip down the aisle, you may have different expectations than you did when ...
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Protecting your nonprofit from data breaches
Nov 16, 2022
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Non Profits
By now, all organizations — for-profit and not-for-profit — know about the risk of cyberattacks. Why then, would any ...
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How savings bonds are taxed
Nov 15, 2022
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Tax & Estate Planning
Many people have savings bonds that were purchased many years ago. Perhaps they were given to your children ...
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Prevent fraud at your construction company with a holistic approach
Nov 15, 2022
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Construction
Most experts would agree that the best way to minimize fraud at any company, including a construction business, ...
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Going concern value, liquidation value or somewhere in between?
Nov 14, 2022
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Valuations
When valuing a business, it’s important to clearly identify the appropriate premise of value. There are two basic ...
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