Midyear Tax Planning Tips For Individuals & Families
Summer is a good time to review whether your income, deductions, and investment activities are lining up as expected and determine if you qualify for these tax saving opportunities. Your
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Cash vs. Accrual Accounting Methods for Small Businesses
An important consideration for small business owners is whether to use the cash or accrual accounting methods for federal income tax purposes. For larger entities, the accrual method is required.
Business Valuation Considerations For Estate Planning
Revisiting your estate plan is a good summer activity, especially if you plan to see friends and family on vacations or at special gatherings. If you own a closely held
An Employer’s Guide To Adding A Roth 401(k) Feature
One way many employers stay competitive on the job market and responsive to participants’ needs is occasionally fine tuning their 401(k) plans. Adding a Roth 401(k) feature is a great
The Role Of Financial Statement Audits In Fraud Risk Management
A major threat facing small and midsize businesses is fraud. Audits can help business owners identify anomalies and deter would be fraudsters, even though they aren’t necessarily designed to uncover
Is A Joint Trust Better Than Separate Trusts? It Depends.
A joint living trust with your spouse can make it easier to manage shared assets, but separate trusts may offer more planning flexibility for creditor exposure, taxes, and family circumstances.
Build A Winning Pitch Deck That Attracts Investors
Whether you’re launching a start-up, expanding into new markets, developing a product, or pursuing a business acquisition, attracting investors takes more than a strong idea. Investors want to see a
Giving Circles Can Help Non-Profits Expand Donor Relationships
Today’s donors increasingly want an active role in deciding where their charitable dollars go. That’s one reason giving circles, which are groups of individuals who pool contributions and collectively choose
What Retirees Should Know About Social Security Benefits & Taxes
The new tax deduction for taxpayers age 65 and older was sometimes referred as “no tax on Social Security” last year. However, this deduction of up to $6,000 per individual,
Fraud Targeting Veterans: What Small Businesses Should Know
U.S. military veterans own majority stakes in more than 1.6 million businesses and represent 5.3% of this county’s business owners, according to the U.S. Small Business Administration. Even if you’re not