Insights

How do your accounting estimates measure up?

Today’s businesses face unprecedented uncertainty — from geopolitical risks and cyberthreats to tax...

4 ways to get (and keep) your business data in order

With so much data flying around these days, it’s easy for a company of any size to get overwhelmed....

2017 Proposed Tax Reform

A big issue out in the open is that the current federal administration wants to make some tax...

Don’t ignore the Oct. 16 extended filing deadline just because you can’t pay your tax bill

The extended deadline for filing 2016 individual federal income tax returns is October 16. If you...

Accelerate your retirement savings with a cash balance plan

Business owners may not be able to set aside as much as they’d like in tax-advantaged retirement...

A Crummey trust can preserve the annual gift tax exclusion

Traditionally, taxpayers have looked for ways to make the most of the $14,000 annual gift tax...

“Bunching” medical expenses will be a tax-smart strategy for many in 2017

Various limits apply to most tax deductions, and one type of limit is a “floor,” which means...

Timing strategies could become more powerful in 2017, depending on what happens with tax reform

Projecting your business income and expenses for this year and next can allow you to time when you...

Tax law uncertainty requires an estate plan that can roll with the changes

Events of the last decade have taught us that taxes are anything but certain. Case in point:...

Don’t let a crisis KO your nonprofit’s special event — plan ahead

If yours is like most not-for-profit organizations, you depend on a big annual event to raise...