Insights

The chances of IRS audit are down but you should still be prepared

The IRS just released its audit statistics for the 2018 fiscal year, and fewer taxpayers had their...

AUP Engagements Explained | Audits vs. Consulting Services

Your CPA offers a wide menu of services. An audit is a familiar type of attestation service that...

6 Key Areas of Business Advice in 21st Century Part Four – Are You Using the “Right Resources”?

We believe that 80% of straightforward, no nonsense, strategic advice can be summed up in just 6...

Hire your children this summer: Everyone wins

If you’re a business owner and you hire your children (or grandchildren) this summer, you can...

Grandparent 529 Plans: FAFSA Rules & Tax Benefits

Now that most schools are out for the summer, you might be sending your children to day camp. It’s...

Close-up on financial statements

There are three types of financial statements under U.S. Generally Accepted Accounting Principles...

Put a number on your midyear performance with the right KPIs

We’ve reached the middle of the calendar year. So how are things going for your business?...

Employers: Be aware (or beware) of a harsh payroll tax penalty

If federal income tax and employment taxes (including Social Security) are withheld from employees’...

Build long-term relationships with CRM software

Few businesses today can afford to let potential buyers slip through the cracks. Customer...

Leave your mark with a dynasty trust

If a prime objective of your estate plan is to leave a lasting legacy, a dynasty trust may be the...