Insights

Could your next business loan get “ratio’d”?

We live and work in an era of big data. Banks are active participants, keeping a keen eye on...

Claiming an Elderly Parent as a Dependent on Your Taxes

Perhaps. It depends on several factors, such as your parent’s income and how much financial support...

2018 Q2 tax calendar: Key deadlines for businesses and other employers

Here are some of the key tax-related deadlines affecting businesses and other employers during the...

Corporate culture: Rotten apples could spoil your financials

Auditors often say that the tone at the top of an organization trickles down to every level of the...

Home vs. away: The company retreat conundrum

When a business decides to hold a retreat for its employees, the first question to be answered...

Defer tax with a Section 1031 exchange, but new limits apply this year

Normally when appreciated business assets such as real estate are sold, tax is owed on the...

Are You Reporting Your Patronage Dividends Correctly?

For many individuals who belong to a co-op, you are probably used to receiving a 1099-PATR, and you...

Power of attorney abuse: What you can do about it

A financial power of attorney — sometimes called a “power of attorney for property” or a “general...

Building a sales prospect pipeline for your business

An old business adage says, “Sales is a numbers game.” In other words, the more potential buyers...

Is your nonprofit’s board providing adequate fiscal oversight?

Nonprofits don’t face the same government regulations or public scrutiny as for-profit public...