Marketing

Defer Taxes on Business Sale | Installment Sale

You’ve spent years building your company and now are ready to move on to something else, whether...

Assessing the effectiveness of internal controls

Strong internal controls can help prevent and detect fraud. That’s why Section 404(a) of the...

Tenancy-in-common: A versatile estate planning tool

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

Following the ABCs of customer assessment

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

Nonprofit Financials: Internal vs. Year-End Statements

Do you prepare internal financial statements for your board of directors on a monthly, quarterly or...

Consider Tax Consequences Before Gifting to Loved Ones

Many people choose to pass assets to the next generation during life, whether to reduce the size of...

Audit opinions: How your financial statements measure up

Audit opinions differ depending on the information available, financial viability, errors...

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...

4 pillars of a solid sales process

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

Asset Acquisition Statement: A Must When Buying a Business

When you’re buying an existing business that has assets used in a trade or business, you have to...