Check out our latest podcast (Episode 10) on Business Succession and Transition Planning featuring Managing Partner, Brett Aamot and Dave Corneil, CPA, CVA and … [Read more...]
Have you named contingent beneficiaries?
December 29, 2021 by Jill Hedman
Although your will or revocable trust governs the distribution of many or most of your assets, certain assets — such as retirement plans, insurance policies, … [Read more...]
Fraud: Be In The Know!
December 29, 2021 by Annette Benson
Check out the webinar Annette Benson, CPA, CFE, presented on December 1, 2021.To access the recording, please click on the button below and enter the passcode: … [Read more...]
What’s New in QuickBooks Desktop 2022?
December 9, 2021 by Heather Lehr
QuickBooks Desktop Plus 2022 includes features that benefit business with improved money management, data sync, and processing speed improvements. All … [Read more...]
CDSA Merged with CDS
November 29, 2021 by Brett Aamot
CDSA Merged with CDS CDS Administrative Services, LLC (CDSA) merged with its parent company, Conway, Deuth & Schmiesing, PLLP (CDS) on December 1, 2021. … [Read more...]
Budget Planning: 4 Red Flags of an Unreliable Budget
November 18, 2021
Every business should prepare an annual budget. Creating a comprehensive, realistic spending plan allows you to identify potential shortages of cash, possible … [Read more...]
Joint Ownership in Estates and Trusts Planning
November 16, 2021 by Jill Hedman
Estate planners generally tout the virtues of owning property jointly — and with good reason. Joint ownership offers several advantages for surviving family … [Read more...]
Competitive Intelligence Can Give Your Marketing Campaigns An Edge
November 12, 2021
It’s understandable and indeed critical to focus a marketing campaign on the strengths and distinctive benefits of the products or services in question. … [Read more...]
Tax-related Provisions of the Infrastructure Investment and Jobs Act
November 12, 2021 by Mitchell Erickson
Almost three months after it passed the U.S. Senate, the U.S. House of Representatives has passed the Infrastructure Investment and Jobs Act (IIJA), better … [Read more...]
2022 Social Security Wage Base
November 4, 2021 by Lori Reich
2022 Social Security Wage Base Announced The Social Security Administration (SSA) announced on Wednesday, October 13 that the 2022 social security wage base … [Read more...]
