Insights

Retirement Tips: Catch-Up Contributions for 50+ Workers

Whether you didn’t save as much for retirement as you would have wished earlier in your career or...

Accelerating your property tax deduction to reduce your 2016 tax bill

Smart timing of deductible expenses can reduce your tax liability, and poor timing can...

Family mission statements promote a harmonious estate plan

Typically, much of the estate planning process focuses on money. But the most successful estate...

A brief overview of the President-elect’s tax plan for individuals

Now that Donald Trump has been elected President of the United States and Republicans have retained...

How accounting estimates are audited

Measuring accounting estimates involves some level of uncertainty. As a result, accounting...

Are Casualty and Theft Losses Deductible?

Casualty and theft losses can be tax deductible but are hard to claim. 

3 ways to get started on next year’s budget

As the year winds down, business owners have a lot to think about. One item that you should keep...

It’s time to “harvest” investment losses

If you hold investments outside of tax-advantaged retirement plans, you may be able to take steps...

Mentoring can make your succession plan better

The owners of many companies launch their enterprises with a business plan — a written document...

The tax-smart way to replace a business vehicle

Although a vehicle’s value typically drops fairly rapidly, the tax rules limit the amount of annual...