News Articles


Accelerate your retirement savings with a cash balance plan

Business owners may not be able to set aside as much as they’d like in tax-advantaged retirement plans.

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A Crummey trust can preserve the annual gift tax exclusion

Traditionally, taxpayers have looked for ways to make the most of the $14,000 annual gift tax exclusion, and using a Crummey trust is one way to do

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“Bunching” medical expenses will be a tax-smart strategy for many in 2017

Various limits apply to most tax deductions, and one type of limit is a “floor,” which means expenses are deductible only if they exceed that floor

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Timing strategies could become more powerful in 2017, depending on what happens with tax reform

Projecting your business income and expenses for this year and next can allow you to time when you recognize income and incur deductible expenses t

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Don’t let a crisis KO your nonprofit’s special event — plan ahead

If yours is like most not-for-profit organizations, you depend on a big annual event to raise significant funds or attract new members and supporte

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Tax law uncertainty requires an estate plan that can roll with the changes

Events of the last decade have taught us that taxes are anything but certain.

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Bridging the divide with a mezzanine loan

In their efforts to grow and succeed, many companies eventually reach the edge of a precipice.

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Accounting Standards Update (ASU) No. 2016-14 Review

The Financial Accounting Standards Board in August of 2016 issued ASU No.

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2 ways spouse-owned businesses can reduce their self-employment tax bill

If you own a profitable, unincorporated business with your spouse, you probably find the high self-employment (SE) tax bills burdensome.

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Donating to Disaster Relief Charities

With all of the wildfires, hurricanes and other weather related damage that have occurred recently, you may be approached by a charity to help cont

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Why you should boost your 401(k) contribution rate between now and year end

One important step to both reducing taxes and saving for retirement is to contribute to a tax-advantaged retirement plan.

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Putting hedging strategies to work for your business

The Financial Accounting Standards Board (FASB) recently issued some targeted improvements to its guidance that could encourage more companies to e

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