Ratio analysis: Extracting actionable data from your financials What do you do with your financial statements when your auditor delivers them? Resist the temptation to just file them away — they&rs... Read More
Don’t forget income taxes when planning your estate As a result of the current estate tax exemption amount ($12.06 million in 2022), many estates no longer need to be concerned with federal e... Read More
Using agreed-upon procedures to target specific items of concern Your CPA offers a wide menu of services. One flexible offering, known as an “agreed-upon procedures” engagement, provides limit... Read More
How to handle evidence in a fraud investigation at your business Every business owner should establish strong policies, procedures and internal controls to prevent fraud. But don’t stop there. Also ... Read More
Separating your business from its real estate Does your business need real estate to conduct operations? Or does it otherwise hold property and put the title in the name of the business... Read More
2022 Q4 tax calendar: Key deadlines for businesses and other employers Here are some of the key tax-related deadlines affecting businesses and other employers during the fourth quarter of 2022. Keep in mind tha... Read More
Is it time to review and refresh your nonprofit’s board? Perhaps your not-for-profit has lost a few board members in the turmoil of the past few years. Or maybe your current lineup simply isn&rsqu... Read More
Seller-paid points: Can homeowners deduct them? In its latest report, the National Association of Realtors (NAR) announced that July 2022 existing home sales were down but prices were up ... Read More
Sometimes businesses need to show customers tough love “We love our customers!” Many businesses proclaim this at the bottom of their invoices, in their marketing materials and even o... Read More
Why auditors prefer in-person interviews to assess fraud risks Auditing standards require financial statement auditors to identify and assess the risks of material misstatement due to fraud — and ... Read More
Ratio analysis: Extracting actionable data from your financials
