Construction businesses shouldn’t overlook the R&D credit
Contractors: Don’t blame yourself if you’ve been running on the assumption that your company is ineligible for…
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Articles
How financial statements unlock business value
As calendar-year entities start work on their year-end financials, it’s important to remember that financial reporting is…
Feeling charitable? Be sure you can substantiate your gifts
As the end of the year approaches, many people give more thought to supporting their favorite charities….
Make recruiting volunteers a community affair
For many people, autumn is a time to start fresh. Kids are back in school and adults…
Making the most of the new deduction for seniors
For 2025 through 2028, individuals age 65 or older generally can claim a new “senior” deduction of…
Employers must approach relocation benefits carefully
Employers need to consider every angle to attract top talent in today’s challenging skilled labor market. If…
Don’t let beneficiary designations thwart your estate plan
For many individuals, certain assets bypass their wills or trusts and are transferred directly to loved ones…
Putting a value on tangible property donations
If a donor suddenly offered your not-for-profit a residential property, antique jewelry or inventory from a business,…
EDR bonds offer an intriguing alternative for contractors
Construction projects thrive on momentum. Unfortunately, disputes can derail even the most carefully planned schedules. And while…
5 potential tax breaks to know before moving a parent into a nursing home
Approximately 1.3 million Americans live in nursing homes, according to the National Center for Health Statistics. If…
Blockage discounts: Size counts in certain stock valuations
When valuing large blocks of publicly traded stock, business valuation professionals sometimes apply a “blockage discount.” This…
Final regs clarify catch-up contribution rules under SECURE 2.0
Remember the SECURE 2.0 Act? It was part of a massive year-end “omnibus” spending package signed into…
An ILIT can protect life insurance proceeds from estate tax
Life insurance is often a cornerstone of estate planning, providing liquidity to cover estate taxes, debts or…
It’s not too late to participate in Giving Tuesday
Does your nonprofit routinely participate in the annual online fundraiser Giving Tuesday? If so, you know it’s…
Implementing a cross-training program creates a more productive and flexible workforce
In today’s fast-paced manufacturing environment, companies face constant pressure to stay competitive, manage labor shortages and adapt…
Understanding the most common IRS notice
For many taxpayers, receiving a letter from the IRS can feel intimidating. The envelope arrives with the…
Don’t forget to include a residuary clause in your will
When creating a will, most people focus on the big-ticket items — including who gets the house,…
Employers: Conduct workplace investigations with care
Nobody’s perfect, and neither is any workplace. Every employer will likely field occasional employee complaints about inappropriate…
Intrafamily loans must be handled with care
Is one of your top estate planning goals to provide your family with financial security at the…
The power of catch-up retirement account contributions after 50
Are you age 50 or older? You’ve earned the right to supercharge your retirement savings with extra…
Employers can’t control health care costs, but they can address them
Perhaps the scariest thing employers encountered this Halloween season wasn’t an ornate costume or over-the-top yard display….