Insights

Provide for your spouse, then your kids, with a QTIP trust

If you want to preserve as much wealth as possible for your children, but you leave property to...

3 ideas for recruiting nonprofit volunteers

Most charitable not-for-profits have a never-ending need for volunteers. But finding new ones can...

Say, just how competitive is your business anyway?

Every business owner launches his or her company wanting to be successful. But once you get out...

Get started on 2018 tax planning now!

With the April 17 individual income tax filing deadline behind you (or with your 2017 tax return on...

A review of significant TCJA provisions affecting small businesses

Now that small businesses and their owners have filed their 2017 income tax returns (or filed for...

Effectively communicating with the audit committee

CFOs and other executives occasionally present information about the company’s operations,...

Tax record retention guidelines for individuals

What 2017 tax records can you toss once you’ve filed your 2017 return? The answer is simple: none....

Tax document retention guidelines for small businesses

You may have breathed a sigh of relief after filing your 2017 income tax return (or requesting an...

Get ready for the new lease standard

A new accounting rule for reporting leases goes into effect in 2019 for public companies. Although...

Tax Cuts and Jobs Act - New Changes

The Tax Cuts and Jobs Act (TCJA) includes many changes that affect tax breaks for employee...