July 30, 2024 How Are Series EE Savings Bonds Taxed? A Comprehensive Guide If you own Series EE bonds, take a look at the issue dates to see if the bonds are no … Read More
July 23, 2024 IRS Ramps Up Tax Compliance Enforcement: What SMBs Need to Know The IRS has announced several tax-compliance initiatives that focus on businesses. Here’s a look at three of them. Read More
July 19, 2024 What are AUP Engagements — and Does Your Business Need One? A financial statement audit provides a detailed, reliable snapshot of a business’s entire operations. But sometimes you need something simpler … Read More
July 19, 2024 Providing for Multiple Generations Using a Dynasty Trust Planning for the future is a top priority for high-net-worth individuals, family business owners, and estate planners. One powerful tool … Read More
July 17, 2024 Nonprofit Refresher: Understanding Excess Benefit Transactions Not only must your nonprofit avoid excess benefit transactions, but it also must prevent the appearance of private inurement to … Read More
July 17, 2024 Vroom Vroom: What Businesses Should Know About Sales Velocity Business owners: If it seems to take forever for your sales to go through, you might want to start calculating … Read More
July 17, 2024 Six Tax Issues to Consider If You’re Getting Divorced Getting a divorce can be an agonizing process. You don’t want to make it worse by making decisions that will … Read More
July 17, 2024 Monitoring Journal Entries For Financial Statement Fraud What has your organization done to minimize the risk of financial misstatement? Audits can be an effective antifraud control. Here’s … Read More
July 17, 2024 Does a FAST Make Sense for Your Estate Plan? Including a family advancement sustainability trust (FAST) in your estate plan can better ensure your wealth is used responsibly by … Read More
July 17, 2024 Outsourcing HR to Help Understaffed, Overworked Nonprofits What factors should your nonprofit consider when outsourcing HR work? We look at benefits and drawbacks of outsourcing, as well … Read More
July 17, 2024 3 Areas of Focus for Companies Looking to Control Costs Business owners: As you know, controlling costs is both fundamental and challenging. Here’s a look at three specific areas that … Read More
July 17, 2024 Planning Your Estate? Don’t Overlook Income Taxes The federal estate tax exemption is currently $13.61 million, so you may want to think more about saving income taxes … Read More
