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...
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...