April 24, 2023 Avoiding Challenges To Your Estate Plan Take these action steps now to minimize the chance of a will contest and increase the chance of family harmony … Read More
April 24, 2023 Nonprofits: 4 Signs That Something May Be Awry Have you noticed dramatic spending variances from your nonprofit’s budget? What about declining donations? Don’t ignore these warning signs. Find … 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 … Read More
April 18, 2023 There’s A Favorable “Stepped-Up Basis” If You Inherit Property If you’ve inherited assets or you’re planning your estate, it’s crucial to understand the “step-up” basis rules. Read More
April 18, 2023 Spring Cleaning In QuickBooks Over time, it’s common for accounting records to become cluttered with unused and duplicate list items. Here are some ways … Read More
April 18, 2023 IRS Guidance Coming Regarding The IRA’s Clean Vehicle Credit Will the electric vehicle you have your eye on qualify for the Clean Vehicle Credit? IRS guidance is coming soon … Read More
April 18, 2023 Have You Planned For Long-Term Care Expenses? Too often, people planning their estates focus on tax and asset-protection issues and overlook long-term health care needs. Here are … Read More
April 18, 2023 Why Nonprofits Need To Track Time for Staffers Nonprofits are obligated to track time worked by both hourly and salaried workers. So it’s critical to know what’s required … Read More
April 18, 2023 5 Valuation Terms That Every Business Owner Should Know Business owners: Whether or not you’re thinking about getting your company appraised, it’s a good idea to brush up on … Read More
April 18, 2023 Paperwork You Can Toss After Filing Your Tax Return Want to do some spring cleaning and get rid of tax documents? You don’t want to clear out records that … Read More
April 18, 2023 New-and-Improved Accounting Rules For Common Control Leases Coming soon! The FASB recently issued amendments to help organizations that rent property from related parties report those arrangements on … Read More
April 6, 2023 Breathe New Life Into A Trust By Decanting It Decanting can make your wine taste better and provide your trust greater flexibility. Read More
