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News & Updates
Employers: Beware of payroll tax errors
Feb 2, 2024
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Employer Benefits
Many employers rightly proclaim that their employees are their most valuable assets. If this holds true for your ...
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Does Your Portfolio Feel Like Groundhog Day All Over Again?
Feb 2, 2024
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Financial Institutions
,
Firm Insights
By: Jay Lucas Whether or not Punxsutawney Phil or General Beauregard Lee predicts an extended Winter or an ...
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Encouraging charitable donors to include you in their estate plans
Feb 1, 2024
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Non Profits
Even if current donations are your not-for-profit’s bread and butter, you can’t afford to neglect planned, legacy or ...
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Is it time to review your beneficiary designations?
Feb 1, 2024
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Tax & Estate Planning
A will or revocable trust may form the core of your estate plan, but for many people, a ...
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Manufacturers: Don’t turn a blind eye to occupational fraud
Jan 30, 2024
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Manufacturing
Occupational fraud — that is, fraud committed by employees — is a significant problem for all businesses. According ...
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If you gave to charity in 2023, check to see that you have substantiation
Jan 30, 2024
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Tax & Estate Planning
Did you donate to charity last year? Acknowledgment letters from the charities you gave to may have already ...
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4 good reasons to turn down an inheritance
Jan 25, 2024
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Tax & Estate Planning
Most people are happy to receive an inheritance. But there may be situations when you might not want ...
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How blockchain could work for construction companies
Jan 24, 2024
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Construction
As cryptocurrency-based investments grow in the public consciousness, blockchain is becoming an increasingly hot topic in many industries. ...
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IRAs: Build a tax-favored retirement nest egg
Jan 24, 2024
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Tax & Estate Planning
Although traditional IRAs and Roth IRAs have been around for decades, the rules involved have changed many times. ...
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Why uncertainty calls for a more flexible budget
Jan 18, 2024
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Non Profits
Economic, social and political events in 2024 have the potential to negatively influence your not-for-profit’s budget. So if ...
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A power of attorney is a critical component of an effective estate plan
Jan 18, 2024
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Tax & Estate Planning
While much of your estate plan focuses on actions that take place after death, it’s equally important to ...
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There’s a New Threshold for Electronically Filing Information Returns
Jan 16, 2024
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Tax & Estate Planning
Does your business file 10 or more information returns with the IRS? If so, you must now file ...
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