Industry Benchmarking Insights

Tax Prep, Planning & Strategy

The Crummey trust: Still relevant after all these years

Traditionally, trusts used in estate planning contain “Crummey” withdrawal powers to ensure that contributions qualify for the annual gift…

Tax Prep, Planning & Strategy

At the very least, update the financials in your business plan

Every new company should launch with a business plan and keep it updated. Generally, such a plan will comprise six sections: executive summary,…

Tax Prep, Planning & Strategy

Deciding whether a merger or acquisition is the right move

Merging with, or acquiring, another company is one of the best ways to grow rapidly. You might be able to significantly boost revenue, literally…

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…

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