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Help When Needed: Apply The Research Credit Against Payroll Taxes

Here’s an interesting option if your small company or start-up business is planning to claim the research tax credit. Subject to limits, you can elect to apply all or some

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Protecting Your Business From Organized Crime

During the early stages of the COVID-19 pandemic, many cash-short small businesses turned to their banks, while others sought help from family and friends. Unfortunately, these sources weren’t enough in

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Excluding Part-Time Employees From 401(k) Plan Eligibility

Under some circumstances, an employer that sponsors a 401(k) might wish to amend its plan to exclude part-time employees and offer the benefit only to full-time staff members. Is such

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Dig Deeper! Find Hidden Treasure In Financial Statement Footnotes.

Numbers tell only part of the story. Comprehensive footnote disclosures, which are found at the end of reviewed and audited financial statements, provide valuable insight into a company’s operations. Unfortunately,

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Estate Planning & Business Succession Planning: The Lines Blur With A Family Business

For many business owners, estate planning and succession planning go hand in hand. As the owner of a closely held business, you likely have a significant portion of your wealth

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For Non-Profits, Quid Pro Quo Isn’t A Simple Exchange

Quid pro quo donations occur when a non-profit receives a payment that includes a contribution and the organization provides the donor with goods or services valued at less than the

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Dodge The Tumult With A Buy-Sell Agreement

Businesses with multiple owners generally benefit from a variety of viewpoints, diverse experience, and strategic areas of specialization. However, there’s a major risk: the company can be thrown into tumult

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Valuing Synergies

In mergers and acquisitions (M&As), there are buyers who are willing to pay a premium above the fair market value of the business on a controlling basis. This premium typically

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Is It A Good Time For A Roth Conversion?

The downturn in the stock market may have caused the value of your retirement account to decrease. But if you have a traditional individual retirement account (IRA), this decline may

Calculating Corporate Estimated Tax

The next quarterly estimated tax payment deadline is June 15 for individuals and businesses, so it’s a good time to review the rules for computing corporate federal estimated payments. You