News Articles


Do your long-term customers know everything about you?

A technician at a mobility equipment supplier was servicing the motorized wheelchair of a long-time customer and noticed it was a brand-new model.

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Act soon to save 2018 taxes on your investments

Do you have investments outside of tax-advantaged retirement plans?

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6 last-minute tax moves for your business

Tax planning is a year-round activity, but there are still some year-end strategies you can use to lower your 2018 tax bill.

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Financial best practices for religious congregations

Churches, synagogues, mosques and other religious congregations aren’t required to file tax returns, so they might not regularly hire independent a

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Year-end tax and financial to-do list for individuals

With the dawn of 2019 on the near horizon, here’s a quick list of tax and financial to-dos you should address before 2018 ends:

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Can a PTO contribution arrangement help your employees and your business?

As the year winds to a close, most businesses see employees taking a lot of vacation time.

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Family businesses need succession plans, too

Those who run family-owned businesses often underestimate the need for a succession plan.

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Nonprofit member surveys: Dos and don’ts for the 5 D’s

You can’t serve the needs of your not-for-profit’s members unless you know what those needs are.

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Check deductibility before making year-end charitable gifts

As the holidays approach and the year draws to a close, many taxpayers make charitable gifts — both in the spirit of the season and as a year-end t

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Devote some time to internal leadership development

Many factors go into the success of a company.

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When holiday gifts and parties are deductible or taxable

The holiday season is a great time for businesses to show their appreciation for employees and customers by giving them gifts or hosting holiday pa

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Estimates vs. actuals: Was your 2018 budget reasonable?

As the year winds down, business owners can be thankful for the gift of perspective (among other things, we hope).

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