May 30, 2023 | Blog, Estate Planning, International Tax
At least 12% of Americans have thought about living abroad in retirement, according to a study by the Aegon Center for Longevity and Retirement. If that is part of your retirement plan, or you are already living outside the United States, it is important to know that...
May 22, 2023 | Blog, Business Valuation, The Valuation Report
Rising inflation and interest rates can impact business valuations through their effects on discounted cash flow and the cost of capital. Understanding their impact will be crucial to accurate business valuations in the current environment. Inflation and Earnings When...
May 15, 2023 | Blog, Nonprofit
You know the drill: It is midnight and your grant proposal is due tomorrow. Your assistant left hours ago and the words on your screen have started to blur. “It is not worth it,” you think. And besides, only a few grants pan out anyway, right? Not necessarily. Grants...
May 1, 2023 | Accounting, Advisory, Audit, Blog
Small and medium-sized companies are particularly prone to employee theft because they typically do not have the staff available to assign more than one employee to processes to help ensure that fraud does not take place. Assigning more than one employee to certain...
Apr 24, 2023 | Blog, Estate Planning
A charitable remainder trust (CRT) is an irrevocable trust set up to benefit a charitable organization. The trust’s term is one lifetime, several lifetimes, or a period not to exceed 20 years. Basically, you irrevocably gift an asset to the CRT, usually an asset with...
