Putting together the succession planning and retirement planning puzzle Everyone needs to plan for retirement. But as a business owner, you face a distinctive challenge in that you must save for your golden year... Read More
The tax implications of a company car The use of a company vehicle is a valuable fringe benefit for owners and employees of small businesses. This benefit results in tax deducti... Read More
Nonprofits: How to invest in an investment advisor You may think that only large, well-endowed not-for-profits require the advice of an investment manager. But even smaller nonprofits with m... Read More
Taking distributions from your traditional IRA If you’re like many people, you’ve worked hard to accumulate a large nest egg in your traditional IRA (including a SEP-IRA). It... Read More
4 tough questions to ask about your sales department Among the fastest ways for a business to fail is because of mismanagement or malfeasance by ownership. On the other hand, among the sl... Read More
The untouchables: Getting a handle on intangibles The average company’s balance sheet understates its value by 80%, according to Sarah Tomolonius, co-founder of the Sustainability Inv... Read More
Grading the performance of your company’s retirement plan Imagine giving your company’s retirement plan a report card. Would it earn straight A’s in preparing your participants for thei... Read More
It’s a good time to buy business equipment and other depreciable property There’s good news about the Section 179 depreciation deduction for business property. The election has long provided a tax windfall t... Read More
Why do companies restate financial results? Every year, research firm Audit Analytics publishes a study about financial restatement trends. In 2018, the number of public companies tha... Read More
Summer: A good time to review your investments You may have heard about a proposal in Washington to cut the taxes paid on investments by indexing capital gains to inflation. Under the pr... Read More
Putting together the succession planning and retirement planning puzzle
