Understanding how taxes factor into an M&A transaction
Merger and acquisition activity has been brisk in recent years. If your business is considering merging with or acquiring another business, it’s important...
02 April, 2019
Blog
Properly funding your revocable trust is the key to unlocking its benefits
If your estate plan includes a revocable trust — also known as a “living” trust — it’s critical to ensure that the trust...
02 April, 2019
Be vigilant about your business credit score
As an individual, you’ve no doubt been urged to regularly check your credit score. Most people nowadays know that, with a subpar personal...
02 April, 2019
Simplifying the accounting rules for convertible debt and equity
Distinguishing between liabilities and equity on a company’s balance sheet may seem straightforward. But difficulties arise when it comes to the terms of...
02 April, 2019
Transparency is key with related party transactions
In recent years, external auditors have focused more attention on related party transactions. Although related party transactions aren’t necessarily bad, they do raise...
26 March, 2019
2019 Q2 tax calendar: Key deadlines for businesses and other employers
Here are some of the key tax-related deadlines that apply to businesses and other employers during the second quarter of 2019. Keep in...
26 March, 2019
Still working after age 70½? You may not have to begin 401(k) withdrawals
If you participate in a qualified retirement plan, such as a 401(k), you must generally begin taking required withdrawals from the plan no...
26 March, 2019
Life insurance can be a powerful estate planning tool for nontaxable estates
For years, life insurance has played a critical role in estate planning, providing a source of liquidity to pay estate taxes and other...
26 March, 2019
An implementation plan is key to making strategic goals a reality
In the broadest sense, strategic planning comprises two primary tasks: establishing goals and achieving them. Many business owners would probably say the first...
26 March, 2019
5 ways to give your sales staff the support they really need
“I could sell water to a whale.” Indeed, most salespeople possess an abundance of confidence. One could say it’s a prerequisite for the job....
19 March, 2019