Insights

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...

Should cloud computing setup costs be expensed or capitalized?

Companies will be able to capitalize, or spread out the costs of, setting up pricey business...

Educate your children on wealth management

If you’ve worked a lifetime to build a large estate, you undoubtedly would like to leave a lasting...

Nonprofits: Here’s how to embrace accountability

To protect the organization, demonstrate openness and support the greater good, your not-for-profit...

A strong BYOD policy combines convenience with security

It’s easy to understand why more and more businesses are taking a “bring your own device” (BYOD)...

Charitable IRA rollovers may be especially beneficial in 2018

If you’re age 70½ or older, you can make direct contributions — up to $100,000 annually — from your...

How Cost Segregation Studies Boost Depreciation Deductions

Businesses that acquire, construct or substantially improve a building — or did so in previous...

Retiring abroad? Review your estate plan before making the move

If you dream of spending your golden years in a tropical paradise, a culture-rich European city or...