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Recent News & Blog

  • Receive more than $10,000 in cash at your business? Here’s what you must do

    Does your business receive large amounts of cash or cash equivalents? If so, you’re generally required to report these transactions to the IRS — and not just on your tax return. The requirements

  • Nonprofits: Outsourcing HR could save time and money

    Approximately one-third of U.S. employers outsource at least one HR function and for good reason: Many HR responsibilities, such as benefits administration and recruiting, have recently become more complex and specialized. If your nonprofit’s HR staff is still trying to do everything in-house, you may want to consider handing over some duties to outside professionals.

  • Yes, you still need an estate plan even if you’re single, without children

    There’s a common misconception that only married couples with children need estate plans. In fact, estate planning may be even more important for single people without children. Why?

  • The advantages of using an LLC for your small business

    If you operate your small business as a sole proprietorship, you may have thought about forming a limited liability company (LLC) to protect your assets. Or maybe you’re launching a new business and want to know your options for setting it up.

  • How can an estate be kept vital after death?

    When a loved one passes away, you might think that the options for his or her estate plan have also been laid to rest. But that isn’t necessarily the case.

  • Tackling volunteer liability issues

    Most not-for-profits regard their volunteers as invaluable assets. However, like your paid staffers, volunteers represent some liability risk. Act now to reduce the possibility that a volunteer could threaten your nonprofit’s future.

  • Identifying and avoiding business valuation pitfalls

    Do-it-yourself business valuations and the use of unqualified financial experts can increase the odds of making an error, misstatement or erroneous deviation from customary valuation practice.

  • Moving Mom or Dad into a nursing home? 5 potential tax implications

    More than a million Americans live in nursing homes, according to various reports. If you have a parent entering one, you’re probably not thinking about taxes. But there may be tax consequences. Let’s take a look at five possible tax breaks.

  • The time to make health care decisions is when you’re healthy

    When it comes to estate planning, your ultimate goal likely is to provide for your family after your death. To achieve this goal, consider placing assets in an irrevocable trust to protect against creditors and drafting a will to clearly state who gets what.

  • Nonprofits: Special events call for tax planning

    Tax reporting may be the last thing on your mind when planning a special fundraising event. But your not-for-profit should carefully track revenues and expenses and retain related documentation now to facilitate the reporting process later. Pay attention to the following issues.

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