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Posts (814) July 21, 2022 The Kiddie Tax: Does It Affect Your Family? Do your children have investment income? They may owe “kiddie tax.” Here are the basic rules and regulations. Read More December 21, 2022 Selling Stock: Watch Out For The Wash Sale Rule It’s been a tough year for the stock market. But if you’re fortunate to have investment gains, you may be looking for unrealized losses in your portfolio to offset the gains. Selling losing stock may reduce your 2022 tax bill. But beware of the “wash sale” rule. Read More January 9, 2024 Pay Attention To Securities Laws When Planning Your Estate Some assets are easier to transfer than others. If your estate includes unregistered securities, there are complex federal securities laws and regulations to consider when drafting your plan. Read More May 9, 2022 Management Letter: Your Auditor’s Recommendations Take your audited financials to the next level by implementing the improvements contained in the management letter. Read More June 20, 2019 What Non Audit Services Can an Auditor Provide? Most business managers and non-profit directors hire external auditors for specific audit-related needs only. These outside experts review the organization’s books and financial statements which then get distributed to external shareholders, the public, or other B2B institutions. In recent years, however, auditors have been aiming to diversify into new lines of business to provide non… Read More April 24, 2023 Strategic Planning With Competitive Intelligence Business owners: Strategic planning is undeniably important, but you may be missing a savvy move if you aren’t using competitive intelligence to refine your game plan. Read More March 11, 2022 INVESTING 101: A STEP-BY-STEP PLAN FOR DEVELOPING A STRONG, DIVERSE PORTFOLIO The beginning of your investment career is an exciting moment in life, full of potential and anticipation. You are likely to get abundant investing advice, maybe even an overwhelming amount of it. The value of professional financial guidance cannot be overstated, but you should choose your advisors carefully. Raising your own financial literacy will be a… Read More June 25, 2019 Why Outsource Your Accounting and Tax Preparation Services Why outsource your accounting and tax preparation services? It starts with giving you more time to do the things you love to grow your business. Read More January 16, 2024 Got Independent Contractors? Get To Know Form W-9 Nonprofits that pay independent contractors must keep completed Form W-9s on file for them. We offer some tips for obtaining this information from workers and filing it the IRS. Read More April 11, 2024 ESG Audits: Navigating New Frontiers In Corporate Responsibility Does your business provide environmental, social and governance (ESG) reports or disclosures? This is a hot financial reporting topic among stakeholders that warrants attention in today’s markets. Read More June 5, 2024 Nonprofits: Act Thoroughly On Audit Findings If your nonprofit has engaged an outside auditor, make the most of your audit report. Review it immediately and determine actions that need to be taken. For more suggestions, read on. Read More July 31, 2024 Public Policy Organization Report Reveals Increase in Restatements Financial restatements may raise a red flag to managers and other stakeholders. But don’t jump to premature conclusions. While some restatements may be serious, many are nothing to worry about. Read More Load more Page 11 of 85« First«...910111213...203040...»Last »
July 21, 2022 The Kiddie Tax: Does It Affect Your Family? Do your children have investment income? They may owe “kiddie tax.” Here are the basic rules and regulations. Read More
December 21, 2022 Selling Stock: Watch Out For The Wash Sale Rule It’s been a tough year for the stock market. But if you’re fortunate to have investment gains, you may be looking for unrealized losses in your portfolio to offset the gains. Selling losing stock may reduce your 2022 tax bill. But beware of the “wash sale” rule. Read More
January 9, 2024 Pay Attention To Securities Laws When Planning Your Estate Some assets are easier to transfer than others. If your estate includes unregistered securities, there are complex federal securities laws and regulations to consider when drafting your plan. Read More
May 9, 2022 Management Letter: Your Auditor’s Recommendations Take your audited financials to the next level by implementing the improvements contained in the management letter. Read More
June 20, 2019 What Non Audit Services Can an Auditor Provide? Most business managers and non-profit directors hire external auditors for specific audit-related needs only. These outside experts review the organization’s books and financial statements which then get distributed to external shareholders, the public, or other B2B institutions. In recent years, however, auditors have been aiming to diversify into new lines of business to provide non… Read More
April 24, 2023 Strategic Planning With Competitive Intelligence Business owners: Strategic planning is undeniably important, but you may be missing a savvy move if you aren’t using competitive intelligence to refine your game plan. Read More
March 11, 2022 INVESTING 101: A STEP-BY-STEP PLAN FOR DEVELOPING A STRONG, DIVERSE PORTFOLIO The beginning of your investment career is an exciting moment in life, full of potential and anticipation. You are likely to get abundant investing advice, maybe even an overwhelming amount of it. The value of professional financial guidance cannot be overstated, but you should choose your advisors carefully. Raising your own financial literacy will be a… Read More
June 25, 2019 Why Outsource Your Accounting and Tax Preparation Services Why outsource your accounting and tax preparation services? It starts with giving you more time to do the things you love to grow your business. Read More
January 16, 2024 Got Independent Contractors? Get To Know Form W-9 Nonprofits that pay independent contractors must keep completed Form W-9s on file for them. We offer some tips for obtaining this information from workers and filing it the IRS. Read More
April 11, 2024 ESG Audits: Navigating New Frontiers In Corporate Responsibility Does your business provide environmental, social and governance (ESG) reports or disclosures? This is a hot financial reporting topic among stakeholders that warrants attention in today’s markets. Read More
June 5, 2024 Nonprofits: Act Thoroughly On Audit Findings If your nonprofit has engaged an outside auditor, make the most of your audit report. Review it immediately and determine actions that need to be taken. For more suggestions, read on. Read More
July 31, 2024 Public Policy Organization Report Reveals Increase in Restatements Financial restatements may raise a red flag to managers and other stakeholders. But don’t jump to premature conclusions. While some restatements may be serious, many are nothing to worry about. Read More