Are you ready for the 2021 gift tax return deadline? If you made large gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re re... Read More
Should your business address retirement plan leakage? Under just about any circumstances, the word “leakage” has negative connotations. And so it follows that this indeed holds true... Read More
4 levels of audit opinions The first page of audited financial statements is the auditor’s report. This is an important part of the financials that shouldn&rsqu... Read More
Married couples filing separate tax returns: Why would they do it? If you’re married, you may wonder whether you should file joint or separate tax returns. The answer depends on your individual tax si... Read More
Approach turnaround acquisitions with due care Economic changes wrought by the COVID-19 pandemic, along with other factors, drove historic global mergers and acquisitions (M&A) activ... Read More
Keeping your nonprofit’s remote workers connected Many employees have embraced the opportunity to work from home during the pandemic — but not all of them. Some workers have experienc... Read More
Making withdrawals from your closely held corporation that aren’t taxed as dividends Do you want to withdraw cash from your closely held corporation at a minimum tax cost? The simplest way is to distribute cash as a dividend... Read More
Budgeting ideas for uncertain times Budgeting, like many other things, was generally easier before COVID-19. Even though the pandemic isn’t over and much remains uncerta... Read More
Stock market investors: Year-end tax strategies to consider Year-end is a good time to plan to save taxes by carefully structuring your capital gains and losses. Consider some possibilities if you... Read More
Rolling forecasts provide flexibility in uncertain times Forecasting how your company is likely to perform over the next year can be challenging, especially when it’s unclear where the marke... Read More