Why College-Aged Children Need a Basic Estate Plan
If your son or daughter currently is home from college on winter break, now is a good time to sit...
You may be able to save more for retirement in 2019
Retirement plan contribution limits are indexed for inflation, and many have gone up for 2019,...
5 questions can help nonprofits avoid accounting and tax mistakes
To err is human, but some errors are more consequential — and harder to fix — than others. Most...
Do your long-term customers know everything about you?
A technician at a mobility equipment supplier was servicing the motorized wheelchair of a long-time...
Act soon to save 2018 taxes on your investments
Do you have investments outside of tax-advantaged retirement plans? If so, you might still have...
6 last-minute tax moves for your business
Tax planning is a year-round activity, but there are still some year-end strategies you can use to...
Year-end tax and financial to-do list for individuals
With the dawn of 2019 on the near horizon, here’s a quick list of tax and financial to-dos you...
Financial best practices for religious congregations
Churches, synagogues, mosques and other religious congregations aren’t required to file tax...
PTO Contribution Plans: Advantages for Business & Staff
As the year winds to a close, most businesses see employees taking a lot of vacation time. After...
Family businesses need succession plans, too
Those who run family-owned businesses often underestimate the need for a succession plan. After...