Insights

Listening to your customers by tracking lost sales

“Sorry, we don’t carry that item.” Or perhaps, “No, that’s not part of our service package.” How...

Don’t overlook tax apportionment when planning your estate

If you expect your estate to have a significant estate tax liability at your death, be sure to...

3 midyear tax planning strategies for individuals

In the quest to reduce your tax bill, year end planning can only go so far. Tax-saving strategies...

ESOPs offer businesses tax and other benefits

With an employee stock ownership plan (ESOP), employee participants take part ownership of the...

Nonprofits: Harness the power of the personal appeal

You’ve probably heard it before: People don’t give to causes — they give to those asking on behalf...

Nonqualified stock options demand tax planning attention

Your compensation may take several forms, including salary, fringe benefits and bonuses. If you...

Does your business have too much cash?

From the time a business opens its doors, the owner is told “cash is king.” It may seem to follow...

3 midyear tax planning strategies for business

Tax reform has been a major topic of discussion in Washington, but it’s still unclear exactly what...

Why You Should Start Looking Beyond EBITDA

Earnings before interest, taxes, depreciation and amortization (EBITDA) is commonly used to assess...

Make sure your company is prepared for any disaster

What could stop your company from operating for a day, a month or a year? A flood or fire? Perhaps...