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.
For individuals and families who want to simplify their charitable giving while also being tax efficient, donor-advised funds (DAFs) have become increasingly popular. The total number of DAF accounts reached
The value of a trademark, copyright, patent, trade secret, or other piece of intellectual property (IP) to your business is dependent on whether or not you own it. Workers may
From donors, grantors, and the communities they serve, non-profits are built on trust. This trust can be quickly broken when the possibility of fraud by an employee arises. It’s important
If you operate as an S corporation, understanding reasonable compensation is essential for staying IRS compliant and avoiding payroll tax issues. S corps offer tax savings through salary vs. distributions,
Although April 15 is now behind us, there are still other important tax deadlines to be aware of for the remainder of the year. Pay attention to when key tax
Employees in some workplaces may stay late, but it may not always be to finish pressing work-related projects. Instead, they may be using employer resources, equipment, and materials to complete
For a business structured as a limited liability partnership (LLP) or a limited liability company (LLC), the passive activity loss (PAL) rules may limit your ability to deduct losses. In
Market volatility and unexpected disruptions can make even the most financially sound business vulnerable. Cash shortfalls, debt covenant violations, and reduced profitability are all results of a company discovering too
Looking beyond offering the standard health insurance and retirement plan is a great start to building a completive benefits package as an employer. Long-term care (LTC) insurance is one option
Estate planning no longer solely addresses physical property and financial accounts in today’s digital world. Your estate plan must now account for all your digital assets as well. Assets such
Now that the April 15 tax deadline has passed, you’ll likely turn your attention to something else. However, it’s important to tie up any tax-related loose ends before you do
For many new business owners, the goal is to be their own boss and chart their own course. But, there are responsibilities that come with being in charge along with
Our CPAs and advisors are a great resource if you’re ready to learn even more.
