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Blog

Father and son working together on a laptop
Posted in: Business Planning & Consulting

Help Wanted: Hiring Your Kids to Work for Your Small Business

March 4, 2024 0

Help Wanted: Hiring Your Kids to Work for Your Small Business

If you own a small business, you might consider hiring your kids to work during their time off from school. In addition to teaching your children […]

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Diverse Businesspeople Gathered Together For Negotiations Lead By African Businesswoman
Posted in: Financial Planning

You’ve Received an Inheritance. Now What?

March 1, 2024 0

You’ve Received an Inheritance. Now What?

Even if you’ve long expected it, receiving an inheritance can be somewhat disorienting — particularly if it’s a large windfall that could alter your current standard […]

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Globe covered in various covered flags on a blue background
Posted in: Estate Planning

Don’t Forget to Include Foreign Assets In Your Estate Plan

February 29, 2024 0

Don’t Forget to Include Foreign Assets In Your Estate Plan

It’s common for people to assume that foreign assets aren’t relevant to their “U.S.” estate plans. However, foreign — indeed, all of your assets — should be included […]

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Happy,mid,aged,business,woman,manager,handshaking,greeting,client,in
Posted in: Business Planning & Consulting

Applying for a commercial loan with confidence

February 28, 2024 0

Applying for a commercial loan with confidence

Few and far between are businesses that can either launch or grow without an infusion of outside capital. In some cases, that capital comes in […]

H&B

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3 cut out orange paper dolls, college graduate cap and a old fashioned key with a tag on it that says 529 Plan
Posted in: Tax Planning

New option for unused funds in a 529 college savings plan

February 27, 2024 0

New option for unused funds in a 529 college savings plan

With the high cost of college, many parents begin saving with 529 plans when their children are babies. Contributions to these plans aren’t tax deductible, […]

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Separate,budgets,in,relationships,and,family.,the,principle,of,forming
Posted in: Retirement Planning

Small businesses can help employees save for retirement, too

February 21, 2024 0

Small businesses can help employees save for retirement, too

Many small business owners run their companies as leanly as possible. This often means not offering what are considered standard fringe benefits for midsize or […]

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Smiling,young,couple,posing,sitting,in,a,car
Posted in: Tax Planning

Taking your spouse on a business trip? Can you write off the costs?

February 20, 2024 0

Taking your spouse on a business trip? Can you write off the costs?

A recent report shows that post-pandemic global business travel is going strong. The market reached $665.3 billion in 2022 and is estimated to hit $928.4 billion by […]

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Tax Files with two labels showing; Taxes and Receipts
Posted in: Tax Planning

Dos and Don’ts for Business Expense Deductions

February 19, 2024 0

Dos and Don’ts for Business Expense Deductions

As tax season heats up, companies of all kinds and sizes will be on the hunt for ways to reduce their tax bills. One of […]

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White envelopes with a green bow - Do gifts require filing Form709?
Posted in: Tax Planning

Get ready for the 2023 gift tax return deadline

February 15, 2024 0

Get ready for the 2023 gift tax return deadline

Did you make large gifts to your children, grandchildren or others last year? If so, it’s important to determine if you’re required to file a […]

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Business,accountant,using,electronic,bill,on,laptop,computer
Posted in: Software

Is it time to upgrade your business’s accounting software?

February 14, 2024 0

Is it time to upgrade your business’s accounting software?

By now, just about every company uses some kind of accounting software to track, manage and report its financial transactions. Many businesses end up using […]

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Illustration of padlocks 3 blue and one red over a dark blue background with numbers on it
Posted in: Technology

Generative AI Can Help Prevent, Detect and Investigate Fraud

February 1, 2024 0

Generative AI Can Help Prevent, Detect and Investigate Fraud

You may already be familiar with artificial intelligence (AI) and even use it in business applications. What about generative AI (Gen AI)? Gen AI typically is […]

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Insurance,fraud,concept.,man,inspecting,document,with,magnifier
Posted in: Business Planning & Consulting

3 common forms of insurance fraud (and how businesses can fight back)

January 31, 2024 0

3 common forms of insurance fraud (and how businesses can fight back)

Businesses of all shapes and sizes are well-advised to buy various forms of insurance to manage operational risks. But insurance itself is far from risk-free. […]

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