Looking for a New SOX Firm? By: Dave Gruber, CPA- Director, Risk Advisory Services The Sarbanes-Oxley Act of 2002 (often shortened to SOX) is legislation passed… More on this story
Don’t overlook securities laws when planning your estate For a variety of estate planning and asset management purposes, many affluent families hold their assets in trusts, family investment… More on this story
An Important Message for those in Agribusiness By: Bradley Ridge, Managing Principal Holbrook & Manter is committed to keeping our clients informed of changes that are taking… More on this story
The 4/15 Deadline Push By: Dave Herbe, CPA- Senior Accountant This is a very stressful time for anyone who is involved in the world of… More on this story
Power of attorney abuse: What you can do about it A financial power of attorney — sometimes called a “power of attorney for property” or a “general power of attorney”… More on this story
How Do I Set Up a Family Office? A Quick Guide to Building Your Family Office Structure & Organizing Accounting A family office office is essentially a private… More on this story
Important Tax Deadlines for Q2 of 2018 April 17 — This day can be a double whammy for some folks…. besides being the last day to file (or… More on this story
Don’t violate state law by keeping a trust a secret If your estate plan includes one or more trusts, you may have a good reason for wanting to keep them… More on this story
Estate Planning Tips for the Sandwich Generation The “sandwich generation” accounts for a large segment of the population. These are people who find themselves caring for both… More on this story
Tax Reform & Employee Meals/Entertainment Years and years ago, the notion of having a company cafeteria or regularly catered meals was generally feasible for only… More on this story
