Charitable lead trusts offer philanthropic and family benefits
Affluent families who wish to give to charity while minimizing gift and estate taxes should consider a charitable lead trust (CLT). These trusts...
04 June, 2019
Blog
Targeting and converting your company’s sales prospects
Companies tend to spend considerable time and resources training and upskilling their sales staff on how to handle existing customers. And this is,...
04 June, 2019
Measuring “fair value” for financial reporting purposes
The standard for valuing certain assets and liabilities under U.S. Generally Accepted Accounting Principles (GAAP) is “fair value.” This differs from other valuation...
04 June, 2019
Predicting future performance
CPAs typically report historical financial performance. But sometimes they’re hired to predict how a company will perform in the future. Prospective reporting options There are...
04 June, 2019
Employers: Be aware (or beware) of a harsh payroll tax penalty
If federal income tax and employment taxes (including Social Security) are withheld from employees’ paychecks and not handed over to the IRS, a...
04 June, 2019
Tax-smart domestic travel: Combining business with pleasure
Summer is just around the corner, so you might be thinking about getting some vacation time. If you’re self-employed or a business owner,...
29 May, 2019
The chances of IRS audit are down but you should still be prepared
The IRS just released its audit statistics for the 2018 fiscal year, and fewer taxpayers had their returns examined as compared with prior...
29 May, 2019
It’s a good time to check your withholding and make changes, if necessary
Due to the massive changes in the Tax Cuts and Jobs Act (TCJA), the 2019 filing season resulted in surprises. Some filers who...
29 May, 2019
Leave your mark with a dynasty trust
If a prime objective of your estate plan is to leave a lasting legacy, a dynasty trust may be the right estate planning...
29 May, 2019
Build long-term relationships with CRM software
Few businesses today can afford to let potential buyers slip through the cracks. Customer relationship management (CRM) software can help you build long-term...
29 May, 2019