Business Valuation Insights

Tax Prep, Planning & Strategy

Is it time to hire a CFO or controller?

Many business owners reach a point where managing the financial side of the enterprise becomes overwhelming. Usually, this is a good thing —…

Tax Prep, Planning & Strategy

Taking a long-term approach to certain insurance documentation

After insurance policies expire, many businesses just throw away the paper copies and delete the digital files. But you may need to produce evidence…

Tax Prep, Planning & Strategy

When are LLC members subject to self-employment tax?

Limited liability company (LLC) members commonly claim that their distributive shares of LLC income — after deducting compensation for services…

Tax Prep, Planning & Strategy

Are your volunteers putting your nonprofit at risk?

Not-for-profits that direct and benefit from the actions of their volunteers can be held accountable if those individuals are harmed or harm…

Tax Prep, Planning & Strategy

Thinking about a Roth IRA conversion? Now may be the ideal time

Roth IRAs offer significant estate planning and financial benefits. If you have a substantial balance in a traditional IRA and are considering…

Tax Prep, Planning & Strategy

Smart Estate Planning begins with Protecting your Assets

It’s one thing to earn enough to live a comfortable lifestyle. It’s yet another to develop a plan for protecting your assets so that there’s…

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