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News & Updates
Does your trust need protection?
Jan 27, 2022
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Tax & Estate Planning
Designing an estate plan can be a delicate balancing act. On the one hand, you want to preserve ...
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What your nonprofit needs for a successful capital campaign
Jan 26, 2022
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Non Profits
Many nonprofits have put major purchases and other ambitious initiatives on hold during the pandemic. But if you ...
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Smooth sailing: Tips to speed processing and avoid hassles this tax season
Jan 25, 2022
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Tax & Estate Planning
The IRS began accepting 2021 individual tax returns on January 24. If you haven’t prepared yet for tax ...
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Governmental Newsletter January 2022: GFOA Announces New Certificate of Achievement Program Submission Requirement
Jan 25, 2022
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News
The Government Finance Officers Association (GFOA) has recently notified Certificate of Achievement for Excellence in Financial Reporting (COA) ...
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Is your construction company at risk for employee misclassification?
Jan 25, 2022
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Construction
The classification of workers as independent contractors or employees has significant implications — both tax and nontax — ...
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Close-up on the cost approach
Jan 24, 2022
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Valuations
The cost (or asset-based) approach to valuing a business focuses on the balance sheet. This financial statement reports ...
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How to look for missing 401(k) plan participants
Jan 21, 2022
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Employer Benefits
It’s a common problem every year. Employers discover that, when their 401(k) plans must make required minimum distributions, ...
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Smart state and local tax strategy delivers big payoffs for small and mid-sized businesses
Jan 20, 2022
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Articles
,
Resources
,
SALT
,
Tax & Estate Planning
The average citizen tends to think of taxes almost exclusively in terms of federal obligations, but every business ...
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Educate your children on wealth management
Jan 20, 2022
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Tax & Estate Planning
If you’ve worked a lifetime to build a large estate, you undoubtedly would like to leave a lasting ...
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Big, small or in-between: Your nonprofit’s board size is up to you
Jan 19, 2022
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Non Profits
When a nonprofit is new, it may struggle to find an adequate number of board members. But as ...
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Help safeguard your personal information by filing your 2021 tax return early
Jan 18, 2022
|
Tax & Estate Planning
The IRS announced it is opening the 2021 individual income tax return filing season on January 24. (Business ...
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Start 2022 Right by Preparing Mandatory 1099s Now
Jan 14, 2022
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Articles
,
Resources
,
Tax & Estate Planning
A new year has begun, full of hope and promise. What better way to position your business for ...
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