Author: KPM

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20 Jul Transitioning to Remote Audits

Are you comfortable communicating electronically with your auditors? If so, a logical next step might be to transition from on-site audit procedures to a more ‘remote’ approach. Remote audits can help reduce the time and cost of preparing audited financial statements. 21st century audits Traditionally, audit fieldwork...

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Case Study

19 Jul Do Not Neglect Estate Planning

As the federal estate exemption now exceeds $11 million per person, few individuals or married couples will ever owe this tax. Nevertheless, there is more to successful wealth transfer than reducing or eliminating estate tax. Ideally, you will want your assets to pass to the...

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