Assessing the effectiveness of internal controls
Strong internal controls can help prevent and detect fraud. That’s why Section 404(a) of the...
Tenancy-in-common: A versatile estate planning tool
If you hold significant real estate investments, tenancy-in-common (TIC) ownership can be a...
Following the ABCs of customer assessment
When a business is launched, its owners typically welcome every customer through the door with a...
Nonprofit Financials: Internal vs. Year-End Statements
Do you prepare internal financial statements for your board of directors on a monthly, quarterly or...
Consider Tax Consequences Before Gifting to Loved Ones
Many people choose to pass assets to the next generation during life, whether to reduce the size of...
Audit opinions: How your financial statements measure up
Audit opinions differ depending on the information available, financial viability, errors...
Turn down an inheritance using a qualified disclaimer
If you are about to receive an inheritance from a family member, you can use a qualified disclaimer...
4 pillars of a solid sales process
Is your sales process getting off-balance? Sometimes it can be hard to tell. Fluctuations in the...
Asset Acquisition Statement: A Must When Buying a Business
When you’re buying an existing business that has assets used in a trade or business, you have to...
Tax Free Employee Benefits | Small Business
In today’s tightening job market, to attract and retain the best employees, small businesses need...