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Our articles are designed for general business clients and individuals. We cover broad topics such as accounting, personal tax, estate planning, cash management, employee benefits, succession planning, and more.

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These articles are related to business valuation, succession planning, and forensic accounting. We cover trends, best practices, case studies, compensation, corporate structures, and more.

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These articles address the unique needs of nonprofit organizations. We cover new regulations, tax legislation, finance, and government issues. We also discuss management, fundraising, technology, and employee compensation.

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Protecting Your Company from Cryptocurrency Fraud

According to blockchain data company Chainalysis, cryptocurrency transactions associated with illegal activity topped $14 billion in 2021. That’s almost double 2020 numbers — and the momentum shows no signs of slowing. In addition to outright cryptocurrency theft,...

Is It Time for Your Start-Up to Consider a Pivot Strategy?

Entrepreneurs who launched new business ventures within the last year or so may find themselves contemplating a change but fear a shift at this point could be harmful. However, it is not too early to shift gears or even adopt a complete overhaul for your business....

Should You Use Your Trust to Make Charitable Gifts?

Nongrantor trusts can help you make charitable gifts that provide greater tax benefits than you would receive for individual donations. Although you do not give to charity simply for the tax deductions, it is wise to make the most of the money you have. Individual and...

Keep Your Business Strong Despite Inflationary Pressures

  Increases in the price of consumer goods will affect most businesses, sooner or later. For example, if you operate a restaurant, spikes in food prices directly affect you. If you operate a fleet of delivery vehicles, you’re already feeling the effect of rising...

ERISA Basics for Employers

If you are a U.S. employer and you offer any kind of pension benefit to your employees, it is critical that you have an understanding of the Employee Retirement Income Security Act of 1974 (ERISA). The failure to know and fulfill your obligations and responsibilities...

Tax Consequences of Offering Innovative Benefits

Although some companies that sent workers home during the pandemic have returned them to the office, many businesses continue to rely on remote workers. At the same time, companies in a range of industries are struggling to find and keep employees. This unusual...

Preparing Form 990: Pay Attention to These Eight Items

If your nonprofit organization operates on a calendar-year tax basis, the deadline for filing your 2021 Form 990 (Form 990 EZ for certain small organizations) is right around the corner —     May 15, 2022. Besides filing on time, you must ensure the...

Tackling Tax Issues as an Estate Executor

When a loved one passes away, the executor of the deceased person’s estate is charged with handling the estate’s financial affairs. If a loved one dies without a valid will, the probate court will appoint an administrator to handle these chores. Here’s an overview of...

Should I Wait Until Age 70 to Claim Social Security?

  If you are nearing full retirement age (FRA), you have probably been asking yourself if you should wait until age 70 to claim social security. If you decide to take “early” retirement and claim benefits before you reach your FRA, your benefit is reduced since...

Common Misconceptions About Business Value

When it comes time to sell the company, owners often believe their business is worth far more than it really is. Valuation analysts are often the bearers of bad—but realistic—news in this regard, explaining that value depends on several factors, including the nature...