An elderly man on a phone
1.3.19

7 Ways to Prevent Elder Financial Abuse

As tax season ramps up, so do the efforts of scam artists looking to steal people’s financial data and money. Such fraudulent activities often target…

Tax Reform written on a book with someone holding it
1.3.19

Laying the Groundwork for Your 2018 Tax Return

The Tax Cuts and Jobs Act (TCJA) made many changes to tax breaks for individuals. Let’s look at some specific areas to review as you…

Lady taking store inventory
1.3.19

How to Trim the Fat from Your Inventory

Inventory is expensive, so it needs to be as lean as possible. Here are some ways to trim the fat from your inventory without compromising…

A man and woman exchanging keys
1.3.19

Installment Sales: A Viable Option for Transferring Assets

Are you considering transferring real estate, a family business or other assets you expect to appreciate dramatically in the future? If so, an installment sale…

Business Meeting between two woman
12.28.18

Fraudulent Transfer Laws Could Sabotage Your Estate Plan

Estate planning aims to help individuals achieve several important goals — primary among them, transferring wealth to loved ones at the lowest possible tax cost.…

Letters TCJA in black with silver background
12.28.18

A Refresher on Major Tax Law Changes for Small-Business Owners

The dawning of 2019 means the 2018 income tax filing season will soon be upon us. After year end, it’s generally too late to take…

Someone giving another person a gift card
12.28.18

How Gift Card Scammers Target Companies — and What You Can Do

Gift cards offer businesses a convenient way to reward employees and thank customers. However, as the FBI recently warned, gift card scams specifically targeting companies…

A lady sitting at a table looking at a computer laptop, room painted red with pictures on the wall
12.27.18

Bogus Vendors May Be Costing Your Company a Bundle

Are you harboring fictitious vendors in your accounting system? These are vendors invented by an employee — usually someone with the authority to approve invoices…

Lady sitting at a table with laptop, papers and glasses looking out a window in deep thoughts
12.27.18

Business Owners: An Exit Strategy Should Be Part of Your Tax Planning

Tax planning is a juggling act for business owners. You have to keep your eye on your company’s income and expenses and applicable tax breaks…

12.20.18

Revenue Recognition – Ready or Not, Here it Comes!

Happy New Year and Happy Revenue Recognition Implementation! With the beginning of 2019, the new revenue recognition standard for contracts with customers is now effective…