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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.

Valuation Report

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

Nonprofit Insights

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.

Press Releases

Take a look at what is happening at Hantzmon Wiebel.

IRS Releases Standard Mileage Rates for 2023

Due to recent increases in the price of fuel, the IRS has increased the optional standard mileage rates for computing the deductible costs of operating an automobile for business purposes for 2023. However, the standard mileage rates for medical and moving expense...

Minimizing Your Risk of Cyber Breach

Given the impact that breaches can have and the level of sophistication shown by hackers in recent breaches, it is not a matter of if a breach will occur, but when and how it will occur. Cyber data — including financial data, sensitive customer information and...

Four Tax Breaks for Home Improvements

Are you contemplating some significant improvements to your home? Whether it is adding a pool to assist with a medical condition, finishing a basement, or installing energy-saving equipment, you may be in line for generous tax breaks under current law. Four areas to...

Which Level of Assurance is Right for Your Organization

It might be time for your company to upgrade (or downgrade) its level of assurance. Most organizations hire a CPA to issue financial statements that conform to U.S. Generally Accepted Accounting Principles (GAAP), but not all financial statements are created equal....

Rule 702 Amendments Clarify Expert Testimony Admissibility

Rule 702, part of the Federal Rules of Evidence in effect since 2000, covers testimony by expert witnesses, including those who testify in valuation litigation. The rule states that “a witness who is qualified as an expert by knowledge, skill, experience, training or...

Finalized Stark Law Impacts Healthcare Valuations

The physician self-referral law, known as the Stark law, was enacted in 1989 when healthcare was primarily paid for on a fee-for-service basis. At the time, it was recognized that physicians might have a profit motive for self-referral, so the Stark law prohibits...

What’s the Value of Social Value

As the world changes, so does the valuation arena. One of the issues of interest in the international valuation community is the “value” of social value. Is it real? Is it measurable? Is it worth including in a valuation? The concept is “in its infancy,” according to...

Avoid Paying Tax on Non-Deductible IRA Contributions

Keeping track of your non-deductible contributions made to one or more traditional Individual Retirement Arrangements (IRAs) can save you money when the time comes to withdraw from your accounts. The basis of an IRA consists of the sum of nondeductible contributions...

Don’t Run Afoul of IRS Regulations

Executive compensation at nonprofits is a hot-button issue right now as the IRS has begun ramping up oversight and enforcement. This is partly in response to some high-profile instances where executives working at nonprofit organizations received excessive salaries in...

What Form 990 Can Tell Donors and Watchdogs

IRS Form 990 includes specific information that helps donors and watchdogs assess and monitor nonprofit organizations. In a single document, it provides a snapshot of the financial health, governance, and operations of a nonprofit. Form 990 gives nonprofits an...