Preparing Your Business Books for the New Year
With the new year upon us, the time has come to close the books on 2023. For many companies, January is also the beginning of the new fiscal year, ...
Tax Credit Opportunities for Employers of Tipped Employees
If you’re an employer with a business where tipping is routine when providing food and beverages, you may qualify for a federal tax credit involving ...
Real Estate Gains: Deferring Taxes with Like-kind Exchanges
If you’re interested in selling commercial or investment real estate that has appreciated significantly, one way to defer a tax bill on the gain is ...
The Importance of Appraisals Beyond Business
Whether you’re in the process of making a retirement or estate plan or you intend to donate property to charity, you’ll need to know the value of ...
11 Exceptions to the 10% Penalty Tax on Early IRA Withdrawals
If you’re facing a serious cash shortfall, one possible solution is to take an early withdrawal from your traditional IRA. That means one before ...
A Company Car is a Valuable Perk, but Don’t Forget About Taxes
One of the most appreciated fringe benefits for owners and employees of small businesses is the use of a company car. This perk results in tax ...
What is Residual Fraud Risk — and What Can Your Business Do About It?
By regularly analyzing risk, business owners and executives can better understand and manage the likelihood and potential impact of fraud. Generally, ...
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The Anatomy of a Client Accounting Services (CAS) Team
Client Accounting Services (CAS), sometimes referred to as Client Accounting Advisory Services (CAAS), is a specialized field within the accounting ...
Maximize Year-End Giving with Annual Gift Tax Exclusion
With the holidays approaching, you might be considering making gifts of stock or cash to family members and other loved ones. By using the annual ...