Planning for year-end gifts with the gift tax annual exclusion As we approach the holidays and the end of the year, many people may want to make gifts of cash or stock to their loved ones. By properly u... Read More
5 questions to ask about your marketing efforts For many small to midsize businesses, spending money on marketing calls for a leap of faith that the benefits will outweigh the costs. Much... Read More
Best practices for reporting business-related T&E expenses Many companies have resumed some level of business-related travel and entertainment (T&E) activities — or they plan to do so this... Read More
Your nonprofit may have an internal controls gap The typical defrauded not-for-profit loses $75,000 per fraud incident, according to the Association of Certified Fraud Examiners. And that ... Read More
ABLE accounts may help disabled or blind family members There may be a tax-advantaged way for people to save for the needs of family members with disabilities — without having them lose eli... Read More
Expanding succession planning beyond ownership Business owners are regularly urged to create and update their succession plans. And rightfully so — in the event of an ownership cha... Read More
Financial reporting issues to consider in “going private” transactions In the midst of mounting inflation, supply shortages, geopolitical turmoil, threats of cyberattacks and continuing COVID-19 concerns, publi... Read More
Want to find out what IRS auditors know about your business industry? In order to prepare for a business audit, an IRS examiner generally does research about the specific industry and issues on the taxpayer&rs... Read More
Put some muscle behind your nonprofit’s capacity-building effort Economic instability caused by the pandemic may have your nonprofit scrambling to find funding. But just as important is making internal ad... Read More
Getting a divorce? Be aware of tax implications if you own a business If you’re a business owner and you’re getting a divorce, tax issues can complicate matters. Your business ownership interest is... Read More
Planning for year-end gifts with the gift tax annual exclusion
