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Blog

Photograph of a water canal with boats in the water and palm trees on the surrounding land
Posted in: Real Estate & Construction

The tax implications of renting out a vacation home

October 10, 2023 0

The tax implications of renting out a vacation home

Many Americans own a vacation home or aspire to purchase one. If you own a second home in a waterfront community, in the mountains or […]

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Magnifying glass against a cloudy sky background with the words Value-Based Sales
Posted in: Business Planning & Consulting

Could value-based sales boost your company’s bottom line?

October 4, 2023 0

Could value-based sales boost your company’s bottom line?

If your company sells products or services to other businesses, you’re probably familiar with the challenge of growing your sales numbers. At times, you might even […]

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Couple sitting down with laptop in fron of them
Posted in: Estate Planning

Two Tools Can Make Your Estate Plan More Effective

October 3, 2023 0

Two Tools Can Make Your Estate Plan More Effective

Everyone needs an estate plan, regardless of age, assets or family situation. At a minimum, you should create a legally valid will that dictates the disposition […]

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Merger,and,acquisition,business,corporate,cooperation,company,concept.,ma,partnership
Posted in: Mergers & Acquistions

It’s important to understand how taxes factor into M&A transactions

September 19, 2023 0

It’s important to understand how taxes factor into M&A transactions

In recent years, merger and acquisition activity has been strong in many industries. If your business is considering merging with or acquiring another business, it’s […]

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Team,of,professional,businesspeople,drawing,strategy,diagram,with,marker
Posted in: Business Planning & Consulting

4 best practices for effective strategic planning meetings

September 13, 2023 0

4 best practices for effective strategic planning meetings

It’s not uncommon for employees to grumble about having to attend too many meetings. Sometimes they have a point; an excessive number of meetings can […]

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Illustration of a roller coaster with a shopping cart on it carrying the words STOCK MARKET
Posted in: Tax Planning

Investment swings: What’s the tax impact?

September 12, 2023 0

Investment swings: What’s the tax impact?

If your investments have fluctuated wildly this year, you may have already recognized some significant gains and losses. But nothing is decided tax-wise until year […]

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White evelope with a gold satin ribbon on gold satin material
Posted in: Tax Planning

Plan now for year-end gifts with the gift tax annual exclusion

September 5, 2023 0

Plan now for year-end gifts with the gift tax annual exclusion

Now that Labor Day has passed, the holidays are just around the corner. Many people may want to make gifts of cash or stock to […]

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A box on a table with grass and a small model of a home in it with a sign that says sold.
Posted in: Tax Planning

Selling your home for a big profit? Here are the tax rules

August 29, 2023 0

Selling your home for a big profit? Here are the tax rules

Many homeowners across the country have seen their home values increase in recent years. According to the National Association of Realtors, the median price of […]

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Business people sitting at table having a meeting working on laptop and looking at reports
Posted in: Business Planning & Consulting

4 Strategies to Strengthen Your Small Business

August 25, 2023 0

4 Strategies to Strengthen Your Small Business

Even at the best of times, the future is unpredictable. As anyone who has run a business for any length of time understands, there will often […]

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Succession,planning,concept,on,blackboard,with,pen
Posted in: Exit Planning

Look carefully at three critical factors of succession planning

August 23, 2023 0

Look carefully at three critical factors of succession planning

The day-to-day demands of running a business can make it difficult to think about the future. And by “future,” we’re not necessarily talking about how […]

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Financial,loan,negotiation,/,discussion,among,a,lender,and,borrower
Posted in: Business Planning & Consulting

Guaranteeing a loan to your corporation? There may be tax implications

August 22, 2023 0

Guaranteeing a loan to your corporation? There may be tax implications

Let’s say you decide to, or are asked to, guarantee a loan to your corporation. Before agreeing to act as a guarantor, endorser or indemnitor […]

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House Keys On A Keyring With A House Trinket Attached On A Wooden Table
Posted in: Business Planning & Consulting

What Are the Tax Implications of the New Lease Accounting Rules?

August 21, 2023 0

What Are the Tax Implications of the New Lease Accounting Rules?

Private businesses implemented new lease accounting rules in 2022, resulting in a major shift in how leases are reported for “book” purposes. While the tax rules […]

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