Insights

3 big TCJA changes affecting 2018 individual tax returns and beyond

When you file your 2018 income tax return, you’ll likely find that some big tax law changes affect...

Understanding how taxes factor into an M&A transaction

Merger and acquisition activity has been brisk in recent years. If your business is considering...

Transparency is key with related party transactions

In recent years, external auditors have focused more attention on related party transactions....

Are your employees ignoring their 401(k)s?

For many businesses, offering employees a 401(k) plan is no longer an option — it’s a competitive...

Effective social media marketing calls for a measured approach

As companies increase their investments in social media marketing, many are seeking ways to make it...

Building an on-off switch into your estate plan

The right estate planning strategy for you likely is the one that will produce the greatest tax...

Deducting business meal expenses under today’s tax rules

In the course of operating your business, you probably spend time and money “wining and dining”...

Estate planning for single parents requires special considerations

Here’s a fast fact: The percentage of U.S. children who live with an unmarried parent has jumped...

Have you properly substantiated your 2018 charitable gifts?

Donating to charity is a key estate planning strategy for many people. It reduces the size of your...

Auditing cashless transactions

Like most businesses, you’ve probably experienced a significant increase in the number of customers...