6.5.18

Employee Benefit Plan Mistakes Can, and Do, Happen. How You Fix Them Matters!

With the ever-increasing rules and regulations placed on employee benefit plan, staying in compliance is not an easy task.  Mistakes can happen, even in the…

6.4.18

Deducting Home Equity Interest Under the Tax Cuts and Jobs Act

Passage of the Tax Cuts and Jobs Act (TCJA) in December 2017 has led to confusion over some longstanding deductions including deducting home equity interest.…

6.2.18

How to Be Tax-Smart When It Comes to Mutual Funds

Mutual funds are so common these days that many people overlook the tax considerations involved. Here are some tips on how to be tax-smart with…

5.23.18

The Consequences of Synthetic Identity Theft Are, Unfortunately, Real

Identity thieves don’t rely on just real identities to commit fraud. With “synthetic” identity theft, they use only a portion of your personal data to…

5.14.18

Why Companies Are Fearful of Fighting Fraud

Fear No. 1: Cost. Like insurance, fraud prevention software is a cost for which you don’t always recognize an immediate return. Management wants money brought…

5.11.18

Construction Companies: Know Your R&D Benefits

Of particular relevancy to construction companies is the research and development tax credit, a tax incentive program. Also known as the research and experimentation tax…

5.8.18

The Impact of Tax Reform on Equipment Purchasing

The Tax Cuts and Jobs Act (TCJA) was a bill of 505 pages that was signed into law by President Trump on December 22, 2017.…

5.1.18

The Impact of Tax Reform on Equipment Purchasing for Manufacturers

The Tax Cuts and Jobs Act (TCJA) was a bill of 505 pages that was signed into law by President Trump on December 22, 2017. …

4.25.18

Do You Have Your Own Wealth Management Plan?

Fingerprints: There are no two alike. So it should be with your wealth management plan. Taking a boilerplate approach could prevent you from achieving your…

4.11.18

Find Time for Strategic Planning

As a business owner, you know that it’s easy to spend nearly every working hour on the multitude of day-to-day tasks and crises that never…