2018 Business Succession Planning Insights

Accounting & Assurance

Make your nonprofit’s accounting function more efficient

How efficient is your not-for-profit? Even tightly run organizations can use some improvement — particularly in the accounting area. Adopting…

Tax Prep, Planning & Strategy

Selling your business? Defer — and possibly reduce — tax with an installment sale

You’ve spent years building your company and now are ready to move on to something else, whether launching a new business, taking advantage…

Tax Prep, Planning & Strategy

Tenancy-in-common: A versatile estate planning tool

If you hold significant real estate investments, tenancy-in-common (TIC) ownership can be a powerful, versatile estate planning tool. A TIC interest…

Tax Prep, Planning & Strategy

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…

Tax Prep, Planning & Strategy

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.…

Tax Prep, Planning & Strategy

Businesses aren’t immune to tax identity theft

Tax identity theft may seem like a problem only for individual taxpayers. But, according to the IRS, increasingly businesses are also becoming…

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