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Prepare For A New Year By Reviewing Your Estate Plan

Hopefully, you already have a sound estate plan in place to protect the interests of your heirs and reduce potential estate tax liability. But that doesn’t mean you’re completely in

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Why Excess Benefit Transactions Are Prohibited

Emily was a dedicated board member of her community’s most prominent social-services charity. But her commitment to the cause and the non-profit’s programs didn’t prevent her from inadvertently violating the

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Use Change Management To Brighten Your Company’s Future

Businesses have had to grapple with unprecedented changes over the last couple years. Think of all the steps you’ve had to take to safeguard your employees from COVID-19, comply with

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With Year-End Approaching, Three Ideas That May Help Reduce Your Tax Bill

If you’re starting to worry about your 2021 tax bill, there’s good news — you may still have time to reduce your liability. Here are three quick strategies that may

Today is #GivingTuesday

It is #GivingTuesday around the world! First comes Black Friday, then Cyber Monday, and now it is Giving Tuesday. You have had a chance to shop sales for yourself and

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Mitigate The “Great Resignation” With Phased Retirements

According to a recent U.S. Bureau of Labor report, 4.3 million workers quit their jobs in August 2021. That’s 242,000 more than in July. Employers in many industries are struggling

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Are You Ready For The Upcoming Audit Season?

An external audit is less stressful and less intrusive if you anticipate your auditor’s document requests. Auditors typically ask clients to provide similar documents year after year. They’ll accept copies

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Tax Affecting & Valuing A Pass-Through Business

Most U.S. businesses operate as so-called “pass-through” entities, including partnerships, limited liability companies, and S corporations. For decades, the IRS and valuation professionals have been at odds over how to

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Small Businesses: There Still May Be Time To Reduce Your 2021 Taxes

Don’t let the holiday rush keep you from considering some important steps to reduce your 2021 tax liability. You still have time to execute a few strategies. Purchase AssetsThinking about

#HappyThanksgiving from #TeamKPM

#HappyThanksgiving from #TeamKPM! We wish you health and happiness as you enjoy the day, and many thanks to our clients and friends of the firm for your support. #KPMCPAs is