Estate & Wealth Transfer Planning Insights

Accounting & Assurance

Warning! 4 signs your nonprofit is in financial danger

Signs of financial distress in a not-for-profit can be subtle. But board members have a responsibility to recognize them and do everything in…

Tax Prep, Planning & Strategy

An intrafamily loan is worth careful consideration

Lending money — rather than giving it — to loved ones is an idea worth considering. Perhaps you’re not ready to part with your wealth.…

Tax Prep, Planning & Strategy

Is your accounting software living up to the hype?

Accounting software typically sells itself as much more than simple spreadsheet or ledger. The products tend to pride themselves on being comprehensive…

Tax Prep, Planning & Strategy

Odd word, cool concept: Gamification for businesses

“Gamification.” It’s perhaps an odd word, but it’s a cool concept that’s become popular among many types of businesses. In its most…

Tax Prep, Planning & Strategy

Deducting business meal expenses under today’s tax rules

In the course of operating your business, you probably spend time and money “wining and dining” current or potential customers, vendors and…

Tax Prep, Planning & Strategy

The simple truth about annual performance reviews

There are many ways for employers to conduct annual performance reviews. So many, in fact, that owners of small to midsize businesses may find…

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