Insights
Insight and analysis from the Pease Bell team — on tax, audit, accounting, and the industries we serve.
-
How to conduct a year-end risk assessment
Auditors assess their clients’ risk factors when planning for next year’s financial statement audit. Likewise, proactive managers assess risks at year end. A so-called…
-
7 last-minute tax-saving tips
The year is quickly drawing to a close, but there’s still time to take steps to reduce your 2017 tax liability – you just…
-
401(k) retirement plan contribution limit increases for 2018; most other limits are stagnant
Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, most of the limits remain unchanged for 2018. But one piece…
-
What you need to know about year-end charitable giving in 2017
Charitable giving can be a powerful tax-saving strategy: Donations to qualified charities are generally fully deductible, and you have complete control over when and…
-
Is your office a ghost town? A paid time off arrangement can help
-
The ins and outs of tax on “income investments”
Many investors, especially more risk-averse ones, hold much of their portfolios in “income investments” – those that pay interest or dividends, with less emphasis…
-
Retirement savings opportunity for the self-employed
Did you know that if you’re self-employed you may be able to set up a retirement plan that allows you to contribute much more…
-
Boardroom and management diversity adds value
Diversity in a company’s board of directors and its management team helps enhance corporate value. The Securities and Exchange Commission (SEC) already requires limited…
-
4 questions to guide your prospective financial statements
CPAs don’t just offer assurance services on historical financial results. They can also prepare prospective financial statements that predict how the company will perform…