Your Financial Gatekeeper How to Obtain Peace of Mind with a Trust Protector An irrevocable trust makes for a smooth transfer of wealth… More on this story
Grants vs. Contracts: Why it Matters By: William Bauder, CPA, CGMA, CITP- Manager Which would you prefer, a grant or a contract? To many, they are… More on this story
Make business valuation experts a forethought, not an afterthought Too often, business valuation experts are hired months after a case is filed or just before it goes to trial…. More on this story
Prepare to Shop: The Sales Tax Holiday Returns! By: Molly Pensyl, Marketing & Business Development Manager It is returning just in time for back to school shopping….the Sales… More on this story
Is your company overpaying sales and use tax? It’s a safe bet that state tax authorities will let you know if your business hasn’t paid enough sales and… More on this story
Double Duty Giving with Charitable Gift Annuities If you’re charitably inclined, you may wish to consider a charitable gift annuity. It can combine the benefits of an… More on this story
Monitor & Measure Through KPIs By: Danielle Cottle CPA, CGMA- Manager In a constantly changing business environment, what works for your business today, may not… More on this story
Digital Assets & Estate Planning The Importance of Adding Your Digital Footprint to Your Estate Plan They may not be tangible possessions, but digital assets… More on this story
Questions to ask before hiring household help When you hire someone to work in your home, you may become an employer. Thus, you may have specific tax… More on this story
Tax Deadlines for Q3 of 2018 Proactive tax planning is a vital exercise for all business owners and individuals. Please note the tax deadlines for the… More on this story
