Estate & Wealth Transfer Planning Insights

Tax Prep, Planning & Strategy

6 ways to ensure your marketing plan drives sales

Love and marriage,” goes the old song: “…You can’t have one without the other.” This also holds true for sales and marketing. Even…

Tax Prep, Planning & Strategy

Laptop battery safety is no laughing matter

You’d be hard pressed to find a business today that doesn’t have laptop computers listed among its assets. Large companies have hundreds…

Tax Prep, Planning & Strategy

Does your team know the profitability game plan?

Autumn brings falling leaves and … the gridiron. Football teams — from high school to pro — are trying to put as many wins on the board…

Business Valuation

5 ways to withdraw cash from your corporation while avoiding dividend treatment

Do you want to withdraw cash from your closely held corporation at a low tax cost? The easiest way is to distribute cash as a dividend. However,…

Tax Prep, Planning & Strategy

The key to retirement security is picking the right plan for your business

If you’re a small business owner or you’re involved in a start-up, you may want to set up a tax-favored retirement plan for yourself and…

Accounting & Assurance

When nonprofits need to register in multiple states

Many not-for-profit organizations use fundraising methods that cross state boundaries. If your nonprofit is one of them, it may need to register…

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