Reduce insurance costs by encouraging employee wellness
Protecting your company through the purchase of various forms of insurance is a risk-management...
Could “bunching” medical expenses into 2018 save you tax?
Some of your medical expenses may be tax deductible, but only if you itemize deductions and have...
Defer Taxes on Business Sale | Installment Sale
You’ve spent years building your company and now are ready to move on to something else, whether...
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...