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Recent News & Blog

  • Choosing a business entity: Which way to go?

    If you’re planning to start a business or thinking about changing your business entity, you need to determine what will work best for you. Should you operate as a C corporation or a pass-through entity such as a sole-proprietorship, partnership, limited liability company (LLC) or S corporation?

  • 2024 Cost of Living Adjustments

    The IRS recently released the 2024 cost of living adjustments for retirement plans and related items. You can view the updated numbers below or click the button at the bottom to view a printable version!

  • 6 ways QuickBooks Online helps manage your payables

    Keeping track of the money you owe can be challenging. QuickBooks Online helps you manage this critical task.

  • Two estate planning documents working in tandem: A living trust and a pour-over will

    At the very least, your estate plan should include a legally valid will governing the disposition of assets upon your death. But comprehensive estate planning often goes much further.

  • Thinking About Moving to Another State in Retirement? Don't Forget About Taxes

    Are you considering a move to another state when you retire? Perhaps you want to relocate to an area where your loved ones live or where the weather is more pleasant.

  • Why your nonprofit’s board needs to be diverse

    Ideally, a not-for-profit’s board of directors should mirror that of its community and clientele. Does yours? Identifying that your board needs more diversity is the easy part, though. Figuring out what to do about it can be more difficult.

  • New per diem business travel rates kicked in on October 1

    Are employees at your business traveling and frustrated about documenting expenses? Or perhaps you’re annoyed at the time and energy that goes into reviewing business travel expenses. There may be a way to simplify the reimbursement of these expenses.

  • Owning assets jointly with a child may not be the right estate planning strategy

    There’s a common misconception that owning assets jointly with a child or other heir is an effective estate planning shortcut. While this strategy has a certain appeal, it can invite a variety of unwelcome consequences that may quickly outweigh any potential benefits.

  • How business valuation pros use transaction databases

    Transaction databases contain the details of thousands of real-life public and private stock sales. They’re used by business valuators when they apply the guideline transaction method. This method — also known as the merger and acquisition method — is a subset of the market approach.

  • Nonprofits: Want to boost income? Consider a for-profit subsidiary

    Just because you run a not-for-profit organization doesn’t mean you can function on low or no income. Although your nonprofit’s tax-exempt status prohibits certain money-making activities, you may be able to create a for-profit subsidiary that isn’t hampered by such restrictions.

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