Accounting & Assurance Insights

Tax Prep, Planning & Strategy

Should you be Worried about an IRS Audit?

Now that you’ve likely filed your 2018 tax return, one troubling afterthought may come to mind: Could I get audited? The mere notion strikes…

Accounting & Assurance

Does your nonprofit need a CFO?

Your not-for-profit’s ability to pursue its mission depends greatly on its financial health and integrity. If your nonprofit is growing and…

Tax Prep, Planning & Strategy

Targeting and converting your company’s sales prospects

Companies tend to spend considerable time and resources training and upskilling their sales staff on how to handle existing customers. And this…

Tax Prep, Planning & Strategy

Put a number on your midyear performance with the right KPIs

We’ve reached the middle of the calendar year. So how are things going for your business? Conversationally you might say, “Pretty good.”…

Tax Prep, Planning & Strategy

I need a vacation!

   

Tax Prep, Planning & Strategy

Ease itemized deduction limitations using a nongrantor trust

The record-high exemption amount currently in effect means that fewer families are affected by gift and estate taxes. As a result, the estate…

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