Precise language is critical in wills, trusts and other estate planning documents. A lack of clarity may be an invitation to litigation. An example of this is … [Read more...]
7 Key Warning Signs of Fraud
February 15, 2022 by Annette Benson
In the 2020 ACFE Report to the Nations, 85% of all fraudsters displayed at least one behavioral red flag while committing their crimes. According to the ACFE’s … [Read more...]
Approach Turnaround Acquisitions with Due Care
February 9, 2022 by David Corneil
Economic changes wrought by the COVID-19 pandemic, along with other factors, drove historic global mergers and acquisitions (M&A) activity in 2021. Experts … [Read more...]
The 2021 Gift Tax Return Deadline is Almost Here
February 7, 2022 by Larry Stulen
April 18, 2022, is the deadline for filing your federal income tax return. Keep in mind that the gift tax return deadline is on the very same date. So, if you … [Read more...]
New tax reporting requirements for payment apps could affect you
February 7, 2022 by Jim Rudnick
If you run a business and accept payments through third-party networks such as Zelle, Venmo, Square or PayPal, you could be affected by new tax reporting … [Read more...]
2022 deadlines for reporting health care coverage information
February 2, 2022 by Val Amberg
Ever since the Affordable Care Act was signed into law, business owners have had to keep a close eye on how many employees they’ve had on the payroll. This is … [Read more...]
Let your financial statements guide you to optimal business decisions
January 26, 2022
Now that 2022 is up and running, business owners can expect to face a few challenges and tough choices as the year rolls along. No matter how busy things get, … [Read more...]
Why have a business succession plan?
January 17, 2022
Succession planning keeps your business moving forward during the inevitable changes that come with running a business. Historically, only one-third of North … [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...]
