RSS Feed Take a look at our recent blog posts and client newsletter articles. en-us Fri, 01 Oct 2021 09:00:00 -0500 Fri, 01 Oct 2021 09:00:00 -0500 Use These Strategies To Pass on Wealth to Heirs Low interest rates and a volatile stock market create additional opportunities for wealthy individuals to transfer money to heirs tax-free. Fri, 01 Oct 2021 09:00:00 -0500 Small Business: Tips for Ensuring Financial Success Learn how cost accounting helps you make smarter business decisions and lead you to financial success. Fri, 01 Oct 2021 09:00:00 -0500 Marginal vs. Effective Tax Rates Understanding marginal and effective tax rates is important for tax planning purposes, but many taxpayers don't fully understand the difference. Fri, 01 Oct 2021 09:00:00 -0500 If You Receive an IRS Letter or Notice The IRS sends millions of letters and notices to taxpayers for a variety of reasons. Many of these letters and notices can be dealt with without calling or visiting an IRS office. Fri, 01 Oct 2021 09:00:00 -0500 Defer Capital Gains Using Like-Kind Exchanges If real estate's your game, did you know that it's possible to defer capital gains by taking advantage of a Section 1031 exchange that allows you to swap investment property on a tax-deferred basis? Fri, 01 Oct 2021 09:00:00 -0500 What Is a Designated Roth Account? If you are a high-income earner who participates in a 401(k), 403(b), or governmental 457(b) retirement plan that has a designated Roth account, making contributions to that account could be a smart move. Wed, 01 Sep 2021 09:00:00 -0500 Verifying Your Identity When Calling the IRS If you need to contact the IRS, you will be asked to verify your identity. Here's what you need to know before you call. Wed, 01 Sep 2021 09:00:00 -0500 Tax Rules for Divorce and Alimony Payments Tax rules regarding divorce and separation can and do change - as they recently did under tax reform - and the last thing on anyone's mind during a divorce or separation is its effect on their tax situation. Wed, 01 Sep 2021 09:00:00 -0500 Tax Relief for Those Affected by Natural Disasters Tax relief may be available if you've been affected by a natural disaster this year, but only if you meet certain conditions. Wed, 01 Sep 2021 09:00:00 -0500 Six Things To Know Before You Start a Business Starting your own business is an exciting prospect, but there is more to it than simply writing a business plan. Wed, 01 Sep 2021 09:00:00 -0500 How a Husband and Wife Transformed Their Business and Created Mutual and Clear Goals The case study explores how the owners of a Sandwich Shop were able to meet both their goals as a husband-and-wife team while increasing income and reducing the burden and frustrations of running a small business Mon, 30 Oct 2017 04:00:00 -0500 What\'s your direction? Strategic Planning is Critical for your business, it follows the first step of setting realistic and achievable goals for the company Wed, 23 Aug 2017 04:00:00 -0500 "Look Under-The-Hood..." Your accountant is a valued adviser, don't wait until your business is in trouble. Work together to create analytical tools to help monitor your businesses health. Fri, 07 Jul 2017 04:00:00 -0500 Free Up Cash By Implementing a \"Smart Receivable Systems\" The most effective way to manage your receivables is to implement a system that allows for proactive management of your receivables Wed, 31 May 2017 04:00:00 -0500 Traditional Vs. Roth IRA\'s Traditional vs. Roth IRA's and their Tax Implications Tue, 10 Jan 2017 03:00:00 -0600 S-Corps Vs. C Corporations Advantages & Disadvantages S-Corps Vs. C Corporations Advantages & Disadvantages Tue, 10 Jan 2017 03:00:00 -0600 Restaurants and Tax Accounting Restaurants and Specific Tax Accounting Issues Tue, 10 Jan 2017 03:00:00 -0600 Independent Contractor Vs. Employee Tips for Discerning between an Independent Contractor and an Employee. Tue, 03 Jan 2017 03:00:00 -0600 Shoebox Accounting Mon, 09 Nov 2015 03:00:00 -0600 Incorporating vs. Sole Proprietorship Mon, 09 Nov 2015 03:00:00 -0600 Accounting Records Mon, 09 Nov 2015 03:00:00 -0600