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Estate Planning For The Young & Affluent Can Be Tricky

Events of the last decade have taught us that tax law is anything but certain. So how can young, affluent people plan their estates when the tax landscape may look

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Engaging In Customer-Focused Strategic Planning

When creating or updating your strategic plan, you might be tempted to focus on innovative products or services, new geographic locations, or technological upgrades. But, what about your customers? Particularly

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Use Personal Appeals & Storytelling for Fundraising Success

According to a recent survey conducted by fundraising platform FrontStream, the vast majority (87%) of Americans say they are donating to charity in 2021. In fact, almost 20% claim they

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You May Owe ‘Nanny Tax’ Even If You Do Not Have A Nanny

Have you heard of the ‘nanny tax?’ Even if you do not employ a nanny, it may apply to you. Hiring a house cleaner, gardener, or other household employee (who

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Is a Cost Segregation Study Right for Your Business?

If your business is depreciating over a 30-year period the entire cost of constructing the building that houses your operation, you should consider a cost segregation study. It might allow

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Is Someone Stealing Your Company’s Secrets?

Corporate espionage has long been a threat for U.S. companies. Recently, intellectual property (IP) theft by foreign governments and organized crime gangs has grabbed headlines — for good reason. According

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Five Ways to Strengthen the Connection Between Leadership & Staff

Every employer, no matter its purpose, needs to establish a strong connection between leadership and staff. Any disconnect between the two, can inhibit productivity, diminish morale, and make it harder

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Going Concern Disclosures Today

With the COVID-19 pandemic well into its second year and planning in progress for the upcoming audit season, you may have questions about how to evaluate your company’s going concern

Take Care When Choosing Your Executor

Haste makes waste. Or, in the case of estate planning, it can lead to other problems and, possibly, financial loss. Notably, if you do not take enough time to choose

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Debate Continues in Congress Over Proposed Tax Changes

Negotiations continue in Washington, D.C., over the future of President Biden’s agenda. Tax law changes may be ahead under two proposed laws, the Build Back Better Act (BBBA) and the