Insights

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...

Casualty losses can provide a 2017 deduction, but rules tighten for 2018

If you suffered damage to your home or personal property last year, you may be able to deduct these...

Are Your Property Repairs Tax Deductible? Know the Rules

Repairs to tangible property, such as buildings, machinery, equipment or vehicles, can provide...

Size of charitable deductions depends on many factors

Whether you’re claiming charitable deductions on your 2017 return or planning your donations for...

Keeping a trust a secret could violate state law

If your estate plan includes one or more trusts, you may have a good reason for wanting to keep...

Feeling lucky? How to find a pot of gold in your financials

Every business experiences occasional cash shortages. When this happens, owners often assume they...

What You Should Know About the Tax Refund Scam

A new tax identity theft scam has popped up in 2018. The IRS is alerting taxpayers of this new...