Insights

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...

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)...