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Recent News & Blog

  • Responding to the Nightmare of a Data Breach

    It’s every business owner’s nightmare. Should hackers gain access to your customers’ or employees’ sensitive data, the very reputation of your company could be compromised. And lawsuits might soon follow.

  • Divorcing Business Owners Need to Pay Attention to Tax Implications

    If you’re getting a divorce, you know it’s a highly stressful time. But if you’re a business owner, tax issues can complicate matters even more. Your business ownership interest is one of your biggest personal assets and your marital property will include all or part of it.

  • Should 360-Degree Performance Evaluations be Anonymous?

    It’s no surprise that 360-degree performance evaluations have grown in popularity. We live and work in an age of data — the more, the better, to avoid inaccurate assessments based on biases or small sample sizes.

  • If Art Donations are Part of Your Estate Plan, Consider These Four Tips

    Charitable giving is a key part of estate planning for many people. If you have a collection of valuable art and are charitably minded, consider donating one or more pieces to receive tax deductions. Generally, it’s advantageous to donate appreciated property to avoid capital gains taxes.

  • Auditing Accounting Estimates and the Use of Specialists

    The Public Company Accounting Oversight Board (PCAOB) recently voted to finalize two related standards aimed at improving audits of accounting estimates and the work of specialists.

  • Properly Funding Your Revocable Trust is the Key to Unlocking Its Benefits

    If your estate plan includes a revocable trust — also known as a “living” trust — it’s critical to ensure that the trust is properly funded. Revocable trusts offer significant benefits, including asset management (in the event you become incapacitated) and probate avoidance.

  • Still Working After Age 70½? You May Not Have to Begin 401(k) Withdrawals

    If you participate in a qualified retirement plan, such as a 401(k), you must generally begin taking required withdrawals from the plan no later than April 1 of the year after which you turn age 70½.

  • 2019 Q2 Tax Calendar: Key Deadlines for Businesses and Other Employers

    Here are some of the key tax-related deadlines that apply to businesses and other employers during the second quarter of 2019. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you.

  • Transparency is Key with Related Party Transactions

    In recent years, external auditors have focused more attention on related party transactions. Although related party transactions aren’t necessarily bad, they do raise some concerns about the risk of misstatement or omission in financial reporting. 

  • Keep a Close Eye on Your Employment Records

    Every employer needs to keep records on pay, hours, workplace injuries and the like. And, of course, the fun doesn’t end there — you’ve also got to maintain other documentation, such as job descriptions, annual objectives and performance reviews.

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