Services: Tax Advisory
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Don’t make hunches – crunch the numbers
Some business owners make major decisions by relying on gut instinct. But investments made on a “hunch” often fall short of management’s expectations. In…
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When it comes to charitable deductions, all donations aren’t created equal
As you file your 2016 income tax return and plan your charitable giving for 2017, it’s important to keep in mind the available charitable…
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Use qualified auditors for your employee Use qualified auditors for your employee benefit plans
Employee benefit plans with 100 or more participants must generally provide an audit report when filing IRS Form 5500 each year. Plan administrators have…
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What can a valuation expert do for your succession
Most business owners spend a lifetime building their business. And when it comes to succession, they face the difficult decision of whether to sell,…
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An EAP can keep your top players on the floor
A GOOD BASKETBALL TEAM IS AT ITS BEST WHEN ITS TOP PLAYERS ARE ON THE FLOOR. SIMILARLY, A COMPANY IS THE MOST PRODUCTIVE, EFFICIENT…
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Do you need to file a 2016 gift tax return by April 18?
Last year you may have made significant gifts to your children, grandchildren or other heirs as part of your estate planning strategy. Or perhaps…
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Envision your advisory board before you
Many companies reach a point in their development where they could benefit from an advisory board. It’s all too easy in today’s complex business…
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Is annual financial reporting enough?
Pease Bell February 10, 2017 Businesses generally issue year-end financial statements to let investors and lenders evaluate their financial health. But proactive stakeholders –…
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What you need to know about the tax treatment of ISOs
Incentive stock options allow you to buy company stock in the future at a fixed price equal to or greater than the stock’s fair…
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2016 higher-education tax breaks can save your family taxes
Was a college student in your family last year? Or were you a student yourself? You may be eligible for some valuable education tax…