Services: Tax Advisory
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It’s critical to be aware of the tax rules surrounding your NQDC plan
Nonqualified deferred compensation (NQDC) plans pay executives at some time in the future for services to be currently performed. They differ from qualified plans,…
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Beware of income-based limits on itemized deductions and personal exemptions
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Selling isn’t an owner’s only liquidity option
An outright sale isn’t the only option for business owners who seek liquidity. If you need to raise cash yet still want some control…
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Are you timing business income and expenses to your tax advantage?
incurs deductible expenses. Here are two timing strategies that can help businesses do this: Defer income to next year. If your business uses the…
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Carol Treska to share CPA insight at Female Entrepreneur Summit
The Female Entrepreneur Summit (FES) was created to support the underserved population of female business owners in Northeast Ohio and throughout the state. FES…
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Turn that frown upside down – Making a distressed acquisition profitable
For experienced business buyers, turn around acquisitions can yield big long-term rewards. But acquiring a troubled target can also pose greater risks than buying…
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Why business entity matters when structuring an M&A deal
Taxes may not be the most exciting part of an M&A deal, but if you fail to consider how taxes will affect the final…
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Get 2 tax benefits from 1 donation
If you’re charitably inclined, making donations is probably one of your key year-end tax planning strategies. But if you typically give cash, you may…
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Prepaid tuition vs. college savings: Which type of 529 plan is better?
Section 529 plans provide a tax-advantaged way to help pay for college expenses. Here are just a few of the benefits: Although contributions aren’t…
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Documentation is the key to business expense deductions
If you have incomplete or missing records and get audited by the IRS, your business will likely lose out on valuable deductions. Here are…