Part of our job as advisors is explaining important issues in the simplest possible terms and laying out possible strategies and solutions. We’re not looking to confuse you—we’re here to enlighten you and expand your understanding. Bookmark this page or subscribe to our weekly newsletter for a steady stream of helpful articles.
The death of a spouse can bring difficult personal and financial decisions, including how to file federal income tax returns for the year of death. In many cases, a surviving
For decades, businesses have used bank lockbox services to support faster collections and reduce the administrative work involved in processing customer checks. While the basic concept remains the same, today’s
Annual campaigns and grassroots fundraising remain important for non-profits, but relationships with major donors can create opportunities that smaller gifts alone may not support. For many organizations, the key is
Disability insurance can be a valuable employee benefit because it may replace a portion of your income if you become disabled under the terms of your policy. Many policies replace
Many small businesses begin as sole proprietorships because the structure is simple and cost-effective to establish and maintain, while giving the owner direct access to business profits without formal distributions.
Accounts receivable is essential to steady cash flow, which makes it a critical asset for your business and a potential target for fraud. When payment receipt, recording, and reconciliation processes
As a small business owner, you’re responsible for both issuing an accurate paycheck and withholding, paying, and reporting an assortment of taxes every time you pay your employees. The key
Mismanaged or misplaced assets can quietly drain profits and disrupt operations, whether its laptops, tablets, power tools, or safety equipment. Your business can connect its physical property to its financial
Homeowners with large estates may be looking for ways to preserve family wealth while decreasing future estate tax exposure as property values continue to rise. A qualified personal residence trust
If you wait until year end to prepare your non-profit annual report, you may end up with rushed content and overlooked accomplishments. Throughout the year, it’s smart to gather personal
Whether you’re selling your business, meeting with potential investors, updating a buy sell agreement, pursuing litigation, or drafting an estate plan, an accurate business valuation prepared by a professional is
Many parents have spent years saving up for their child’s higher education, despite its expensive costs. Others, however, don’t have the financial ability to save or have hit unexpected roadblocks
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