Our Blog


4 ideas for fostering a partnership between internal and external auditors

External audits aren’t required for every business.

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If you’re driven to transfer a vehicle’s ownership to a trust, know the risks

A revocable trust — often referred to as a “living trust” — can help ensure smooth management of your assets during life and avoid probate at death

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Time to celebrate! FASB expands VIE exception for private companies

The Financial Accounting Standards Board (FASB) recently gave private companies long-awaited relief from one of the most complicated aspects of fin

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Estate planning lite: College-aged children need a basic estate plan

If your son or daughter currently is home from college on winter break, now is a good time to sit down and discuss a few estate planning documents

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You may be able to save more for retirement in 2019

Retirement plan contribution limits are indexed for inflation, and many have gone up for 2019, giving you opportunities to increase your retirement

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5 questions can help nonprofits avoid accounting and tax mistakes

To err is human, but some errors are more consequential — and harder to fix — than others.

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Do your long-term customers know everything about you?

A technician at a mobility equipment supplier was servicing the motorized wheelchair of a long-time customer and noticed it was a brand-new model.

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Act soon to save 2018 taxes on your investments

Do you have investments outside of tax-advantaged retirement plans?

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6 last-minute tax moves for your business

Tax planning is a year-round activity, but there are still some year-end strategies you can use to lower your 2018 tax bill.

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Financial best practices for religious congregations

Churches, synagogues, mosques and other religious congregations aren’t required to file tax returns, so they might not regularly hire independent a

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Year-end tax and financial to-do list for individuals

With the dawn of 2019 on the near horizon, here’s a quick list of tax and financial to-dos you should address before 2018 ends:

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Can a PTO contribution arrangement help your employees and your business?

As the year winds to a close, most businesses see employees taking a lot of vacation time.

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