Mutual funds: Handle with care at year end
As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable...
It’s not too late: You can still set up a retirement plan for 2018
If most of your money is tied up in your business, retirement can be a challenge. So if you haven’t...
Life Changes? Review and Update Your Estate Plan Now
Your estate plan shouldn’t be a static document. It needs to change as your life changes. Year end...
Taking the hybrid approach to cloud computing
For several years now, cloud computing has been touted as the perfect way for companies large and...
Time for NQDC plan deferral elections
If you’re an executive or other key employee, your employer may offer you a nonqualified deferred...
Buy business assets before year end to reduce your 2018 tax liability
The Tax Cuts and Jobs Act (TCJA) has enhanced two depreciation-related breaks that are popular...
Change management doesn’t have to be scary
Business owners are constantly bombarded with terminology and buzzwords. Although you probably feel...
Donate appreciated stock for twice the tax benefits
A tried-and-true year end tax strategy is to make charitable donations. As long as you itemize and...
Research credit available to some businesses for the first time
The Tax Cuts and Jobs Act (TCJA) didn’t change the federal tax credit for “increasing research...
Take caution when including employees in your estate plan
If you’re the owner of a small business, you may think of your tight-knit group of employees as a...