Our Blog


Following the ABCs of customer assessment

When a business is launched, its owners typically welcome every customer through the door with a sigh of relief.

Read More

Consider all the tax consequences before making gifts to loved ones

Many people choose to pass assets to the next generation during life, whether to reduce the size of their taxable estate, to help out family member

Read More

Audit opinions: How your financial statements measure up

Audit opinions differ depending on the information available, financial viability, errors discovered during audit procedures and other limiting fac

Read More

Turn down an inheritance using a qualified disclaimer

If you are about to receive an inheritance from a family member, you can use a qualified disclaimer to refuse the bequest.

Read More

4 pillars of a solid sales process

Is your sales process getting off-balance? Sometimes it can be hard to tell.

Read More

Considering buying a business? Do not forget to complete an asset acquisition statement for the IRS

When you’re buying an existing business that has assets used in a trade or business, you have to calculate the amount of the purchase cost that is

Read More

Tax-free fringe benefits help small businesses and their employees

In today’s tightening job market, to attract and retain the best employees, small businesses need to offer not only competitive pay, but also appea

Read More

Should cloud computing setup costs be expensed or capitalized?

Companies will be able to capitalize, or spread out the costs of, setting up pricey business systems that operate on cloud technology under an upda

Read More

Educate your children on wealth management

If you’ve worked a lifetime to build a large estate, you undoubtedly would like to leave a lasting legacy to your children and future generations.

Read More

Nonprofits: Here’s how to embrace accountability

To protect the organization, demonstrate openness and support the greater good, your not-for-profit needs to embrace accountability.

Read More

A strong BYOD policy combines convenience with security

It’s easy to understand why more and more businesses are taking a “bring your own device” (BYOD) approach to the smartphones, tablets and laptops m

Read More

Charitable IRA rollovers may be especially beneficial in 2018

If you’re age 70½ or older, you can make direct contributions — up to $100,000 annually — from your IRA to qualified charitable organizations witho

Read More