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Blog

Illustration of a hand holding a bag of money over another hand that is outstretched on a light blue background
Posted in: Estate Planning

CRTs: Current Income, Tax Breaks and Charitable Benefits in One Package

May 16, 2024 0

CRTs: Current Income, Tax Breaks and Charitable Benefits in One Package

You might have several goals you’d like your estate plan to achieve. They may include giving to your favorite charity and leaving a significant amount to […]

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Security,lock,with,loading,connection,line,for,futuristic,cyber,technology
Posted in: Business Planning & Consulting

Businesses must face the reality of cyberattacks and continue fighting back

May 15, 2024 0

Businesses must face the reality of cyberattacks and continue fighting back

With each passing year, as networked technology becomes more and more integral to how companies do business, a simple yet grim reality comes further into […]

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Measuring,size,of,debt,,public,debt,market,measurement,,financial,concept
Posted in: Tax Planning

The tax advantages of including debt in a C corporation capital structure

May 14, 2024 0

The tax advantages of including debt in a C corporation capital structure

Let’s say you plan to use a C corporation to operate a newly acquired business or you have an existing C corporation that needs more capital. You […]

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Workers In Family Business Standing Next To Van
Posted in: Tax Planning

Updated Guidance on Business Vehicle Depreciation

May 13, 2024 0

Updated Guidance on Business Vehicle Depreciation

The rules for deducting depreciation expenses on vehicles used for business purposes have been liberalized under current tax law, but they remain complicated. In addition, annual […]

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Business,documents,and,touchpad,with,charts,on,desk
Posted in: Business Planning & Consulting

Growth Strategies: How to Take Your Business to the Next Level

May 10, 2024 0

Growth Strategies: How to Take Your Business to the Next Level

Once your business has survived the start-up phase, it’s got a solid foundation to grow. Business and financial advisory services are critical at this stage of […]

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Pensive,male,customer,service,representative,wearing,eyeglasses,and,headset,,holding
Posted in: Business Planning & Consulting

8 key features of a customer dispute resolution process for businesses

May 8, 2024 0

8 key features of a customer dispute resolution process for businesses

No matter how carefully and congenially you run your business, customer disputes will likely happen from time to time. Some of the complaints may be people […]

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Woman who is a seamstress working on an article of clothimg with a sewing machine next to her
Posted in: Tax Planning

Pay attention to the tax rules if you turn a hobby into a business

May 7, 2024 0

Pay attention to the tax rules if you turn a hobby into a business

Many people dream of turning a hobby into a regular business. Perhaps you enjoy boating and would like to open a charter fishing business. Or […]

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House Keys On A Key Ring On A Wooden Table
Posted in: Tax Planning

Making a Loan to a Family Member to Help with a Home Purchase

May 6, 2024 0

Making a Loan to a Family Member to Help with a Home Purchase

Interest rates on residential mortgage loans have increased significantly over the last few years. If your adult child or another family member needs a mortgage to […]

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Life,ring witha wad of money in it on a wooden surface
Posted in: General

How New Retirement Plan Emergency Savings Accounts Work

May 3, 2024 0

How New Retirement Plan Emergency Savings Accounts Work

Starting in 2024, employers can offer their nonhighly compensated employees the option to participate in emergency savings accounts that are linked to their company defined contribution […]

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The,word,fraud,and,focused,businessman,with,magnifying,glasses,against
Posted in: Cybersecurity

How Fraud Perpetrators Conceal Their Illicit Activities

May 2, 2024 0

How Fraud Perpetrators Conceal Their Illicit Activities

When employees commit fraud, they generally try to keep the schemes going as long as possible by concealing their activities from others. How successful thieves are […]

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Payment,received,taxation,tax,time,concept
Posted in: Business Planning & Consulting

B2B businesses need a cohesive strategy for collections

May 1, 2024 0

B2B businesses need a cohesive strategy for collections

If your company operates in the business-to-business (B2B) marketplace, you’ve probably experienced some collections challenges. Every company, whether buyer or seller, is trying to manage […]

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Illustration of a white two story house with a blue roof, Bicycle in front, palm trees and a for sale sign
Posted in: Tax Planning

Taxes when you sell an appreciated vacation home

April 30, 2024 0

Taxes when you sell an appreciated vacation home

Vacation homes in upscale areas may be worth way more than owners paid for them. That’s great, but what about taxes? Here are three scenarios […]

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