News Articles


Will Congress revive expired tax breaks?

Most of the talk about possible tax legislation this year has focused on either wide-sweeping tax reform or taxes that are part of the Affordable C

Read More

Rev up retirement offerings with an NQDC plan

Many business owners and executives would like to save more money for retirement than they’re allowed to sock away in their 401(k) plan.

Read More

4 tough questions to ask before expanding to a new location

Is business going so well that you’re thinking about adding another location? If this is the case, congratulations!

Read More

A refresher on the ACA’s tax penalty on individuals without health insurance

Now that Affordable Care Act (ACA) repeal and replacement efforts appear to have collapsed, at least for the time being, it’s a good time for a ref

Read More

6 ways to control your unemployment tax costs

Unemployment tax rates for employers vary from state to state.

Read More

Listening to your customers by tracking lost sales

“Sorry, we don’t carry that item.” Or perhaps, “No, that’s not part of our service package.” How many times a year do your salespeople utter these

Read More

Don’t overlook tax apportionment when planning your estate

If you expect your estate to have a significant estate tax liability at your death, be sure to include a well-thought-out tax apportionment clause

Read More

3 midyear tax planning strategies for individuals

In the quest to reduce your tax bill, year end planning can only go so far.

Read More

ESOPs offer businesses tax and other benefits

With an employee stock ownership plan (ESOP), employee participants take part ownership of the business through a retirement savings arrangement.

Read More

Nonprofits: Harness the power of the personal appeal

You’ve probably heard it before: People don’t give to causes — they give to those asking on behalf of a cause.

Read More

Does your business have too much cash?

From the time a business opens its doors, the owner is told “cash is king.” It may seem to follow that having a very large amount of cash could nev

Read More

Nonqualified stock options demand tax planning attention

Your compensation may take several forms, including salary, fringe benefits and bonuses.

Read More