Insights

Estimates vs. actuals: Was your 2018 budget reasonable?

As the year winds down, business owners can be thankful for the gift of perspective (among other...

Tax reform expands availability of cash accounting

Under the Tax Cuts and Jobs Act (TCJA), many more businesses are now eligible to use the cash...

5 delegation best practices for nonprofit leaders

Done well, delegation allows not-for-profit executives to focus on their most important tasks,...

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...