Insights

Real Estate Donations: Beware of Potential Tax Pitfalls

Charitable giving allows you to help an organization you care about and, in most cases, enjoy a...

Estate Tax Deferral: Relief for Family Businesses

If a substantial portion of your wealth is tied up in a family or closely held business, you may be...

Find the right path forward with KPIs

From the baseball field to the boardroom, statistical analysis has changed various industries...

Nonprofit Financial Statements: Tips to Impress Stakeholders

Annual financial statements that have been audited by a professional auditor can help assure...

The ABCs of the tax deduction for educator expenses

At back-to-school time, much of the focus is on the students returning to the classroom — and on...

Maximize Tax Deductions for Providing Employee Meals

When businesses provide meals to their employees, generally their deduction is limited to 50%. But...

Yes, you can undo a Roth IRA conversion

Converting a traditional IRA to a Roth IRA can provide tax-free growth and the ability to withdraw...

Ensuring a peaceful succession with a buy-sell agreement

A buy-sell agreement is a critical component of succession planning for many businesses. It sets...

Credit loss standard: The new CECL model

A new accounting standard on credit losses goes into effect in 2020 for public companies and 2021...

Back-to-school marketing ideas for savvy business owners

August is back-to-school time across the country. Whether the school buses are already rumbling...