It’s time to work on your 2019-2020 gifting plan if you haven’t started yet. As you plan, remember that the annual exclusion lets you make gifts up to $15,000 … [Read more...]
Conduct An Annual Estate Plan Review
August 14, 2019 by Stacey Seviola
The estate tax is still alive and well, so as part of your annual estate plan review you should update your will and other estate documents. Remember that the … [Read more...]
Audit, Review, and Compilation: 3 Distinct Levels of Service
August 14, 2019
Audit, Review, and Compilation are three distinct levels of service relating to financial statement reporting that we provide our business clients. Each is a … [Read more...]
Guidance on IRS Deduction for Business Meals and Entertainment
August 14, 2019 by Jeff Rislov
On October 3, 2018, the IRS issued Notice 2018-76, Expenses for Business Meals Under § 274 of the Internal Revenue Code, stating its intent to publish proposed … [Read more...]
Paying Attention to Cash Flow in Your Business
August 1, 2019
In assessing their business, most owners focus on growth in sales and profits. Yet these do not guarantee business health and success. What creates … [Read more...]
