News Articles


Reduce insurance costs by encouraging employee wellness

Protecting your company through the purchase of various forms of insurance is a risk-management necessity.

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Could “bunching” medical expenses into 2018 save you tax?

Some of your medical expenses may be tax deductible, but only if you itemize deductions and have enough expenses to exceed the applicable floor for

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Selling your business? Defer — and possibly reduce — tax with an installment sale

You’ve spent years building your company and now are ready to move on to something else, whether launching a new business, taking advantage of anot

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Assessing the effectiveness of internal controls

Strong internal controls can help prevent and detect fraud.

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Tenancy-in-common: A versatile estate planning tool

If you hold significant real estate investments, tenancy-in-common (TIC) ownership can be a powerful, versatile estate planning tool.

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Why your nonprofit’s internal and year end financial statements may differ

Do you prepare internal financial statements for your board of directors on a monthly, quarterly or other periodic basis?

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Following the ABCs of customer assessment

When a business is launched, its owners typically welcome every customer through the door with a sigh of relief.

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Consider all the tax consequences before making gifts to loved ones

Many people choose to pass assets to the next generation during life, whether to reduce the size of their taxable estate, to help out family member

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Audit opinions: How your financial statements measure up

Audit opinions differ depending on the information available, financial viability, errors discovered during audit procedures and other limiting fac

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Turn down an inheritance using a qualified disclaimer

If you are about to receive an inheritance from a family member, you can use a qualified disclaimer to refuse the bequest.

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4 pillars of a solid sales process

Is your sales process getting off-balance? Sometimes it can be hard to tell.

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Considering buying a business? Do not forget to complete an asset acquisition statement for the IRS

When you’re buying an existing business that has assets used in a trade or business, you have to calculate the amount of the purchase cost that is

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