News Articles


Are your retirement savings secure from creditors?

A primary goal of estate planning is asset protection.

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Business owners: When it comes to IRS audits, be prepared

If you recently filed for your 2016 income tax return (rather than filing for an extension) you may now be wondering whether it’s likely that your

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Operating across state lines presents tax risks — or possibly rewards

It’s a smaller business world after all.

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Worried about challenges to your estate plan? Make it no contest

Estate planning is all about protecting your family and ensuring that your wealth is distributed according to your wishes.

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Choosing between a calendar tax year and a fiscal tax year

Many business owners use a calendar year as their company’s tax year.

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Enhance benefits’ perceived value with strong communication

Providing a strong package of benefits is a competitive imperative in today’s business world.

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How can you take customer service to the next level?

Just about every business intends to provide world-class customer service.

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Do you know the tax implications of your C corp.’s buy-sell agreement?

Private companies with more than one owner should have a buy-sell agreement to spell out how ownership shares will change hands should an owner dep

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Measuring “fair value” for financial reporting purposes

The balance sheet usually reflects the historic cost of assets and liabilities. But certain items must be reported at “fair value” under U.S.

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Life insurance and an estate plan may not always mix well

A life insurance policy can be an important part of an estate plan.

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Benchmarking receivables

Accounts receivable represents a major asset for many companies. But how do your company’s receivables compare to others?

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What are the most tax-advantaged ways to reimburse employees’ education expenses?

Reimbursing employees for education expenses can both strengthen the capabilities of your staff and help you retain them.

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