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If you hold assets overseas such as real estate, foreign bank accounts, or investments in international markets, its essential to properly address these foreign assets when estate planning. If not,
Non-profits often rely on bursts of fundraising activity such as short campaigns that bring in funds followed by long, quiet stretches for their organization. However, this stop and start approach
Offering a 401(k) retirement savings plan with all the bells and whistles is the hope for most business owners. However, offering such benefits may unfeasible for small business with lean
For many taxpayers, discovery that tax payments throughout the year don’t align with actual liability usually happens at filing time, meaning too much or too little was withheld from their
A cost segregation study could be the key the unlocking an overlooked treasure chest of tax savings if your business owns commercial real estate property. A cost segregation study is
Small business owners can be made to feel like they’re in between a rock and a hard place when it comes to fraud. According to the Association of Certified Fraud
Due to retirements among experienced accountants and bookkeepers and a limited pipeline of new graduates with accounting degrees, the accounting profession continues to face a talent shortage. Many organizations are
One valuable recruiting and retention tool is an employer sponsored qualified retirement plan. However, they also bring their fair share of administrative responsibilities. Obtaining an independent audit of the plan’s
Estate planning is not an easy task. Especially since it has a language of its own. Some terms such as “will” or “executor” may sound familiar but beyond that, you
A tax-efficient way for non-profits to reimburse their employee business expenses is accountable plans. These plans help reduce payroll taxes for the organization and allow reimbursements to be excluded form
Thinking strategically about your eventual buyer is important, even if you’re not currently looking to sell your business. Sophisticated buyers will evaluate how your company fits into their long-term business
Springfield, MO – KPM Wealth Advisors is proud to announce that Skyler Petruccelli, Paraplanner, has successfully passed the CERTIFIED FINANCIAL PLANNER® examination and is now a CFP® professional. Becoming a
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