Insights

Why the “kiddie tax” is more dangerous than ever

Once upon a time, some parents and grandparents would attempt to save tax by putting investments in...

How to Document Business Meal, Travel, & Vehicle Expenses

Meal, vehicle and travel expenses are common deductions for businesses. But if you don’t properly...

Double duty giving with charitable gift annuities

If you’re charitably inclined, you may wish to consider a charitable gift annuity. It can combine...

How private foundations can avoid accusations of self-dealing

IRS rules governing private foundations are complex and include many exceptions, which is why your...

Trust is an essential building block of today’s websites

When business use of websites began, getting noticed was the name of the game. Remember pop-up ads?...

3 traditional midyear tax planning strategies for individuals that hold up post-TCJA

With its many changes to individual tax rates, brackets and breaks, the Tax Cuts and Jobs Act...

Close-up on the new QBI deduction’s wage limit

The Tax Cuts and Jobs Act (TCJA) provides a valuable new tax break to noncorporate owners of...

Consider these financial reporting issues before going private

Issuing stock on the public markets isn’t right for every business. Some public companies decide to...

21st century estate planning accounts for digital assets

Even though you can’t physically touch digital assets, they’re just as important to include in your...

3 keys to a successful accounting system upgrade

Technology is tricky. Much of today’s software is engineered so well that it will perform...