Insights

Add spendthrift language to a trust to safeguard assets

Protecting assets from creditors is a critical aspect of estate planning, but you need to think...

Put a QOE report to work for you

An independent quality of earnings (QOE) report can be a valuable tool in mergers and acquisitions....

Now or later? When to report subsequent events

Financial statements present a company’s financial position as of a specific date, typically the...

Pitfalls of Leaving Specific Assets to Specific Heirs

Planning your estate around specific assets is risky and, in most cases, should be avoided. If you...

Could your business benefit from the tax credit for family and medical leave?

The Tax Cuts and Jobs Act created a new federal tax credit for employers that provide qualified...

Public companies to disclose stock hedging policies and practices

Does your company have policies in place regarding the use of hedging transactions by company...

2019 Kentucky Tax Changes

The Department of Revenue's Office of Tax Policy and Regulation has compiled and documented recent...

Sage Advice Podcast with Alan Long

Listen as Alan Long discusses his life as a technology pioneer in accounting on the Sage Advice...

Why you should run your nonprofit like a business

It’s a well-known truism in the corporate world: Organizations that don’t evolve run the risk of...

401(k) Withdrawal Tips for Workers Over 70

If you participate in a qualified retirement plan, such as a 401(k), you must generally begin...