News Articles


Mutual funds: Handle with care at year end

As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax

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It’s not too late: You can still set up a retirement plan for 2018

If most of your money is tied up in your business, retirement can be a challenge.

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Review and revise your estate plan to reflect life changes during the past year

Your estate plan shouldn’t be a static document. It needs to change as your life changes.

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Taking the hybrid approach to cloud computing

For several years now, cloud computing has been touted as the perfect way for companies large and small to meet their software and data storage nee

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Time for NQDC plan deferral elections

If you’re an executive or other key employee, your employer may offer you a nonqualified deferred compensation (NQDC) plan.

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Buy business assets before year end to reduce your 2018 tax liability

The Tax Cuts and Jobs Act (TCJA) has enhanced two depreciation-related breaks that are popular year-end tax planning tools for businesses.

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Change management doesn’t have to be scary

Business owners are constantly bombarded with terminology and buzzwords.

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Donate appreciated stock for twice the tax benefits

A tried-and-true year end tax strategy is to make charitable donations.

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Research credit available to some businesses for the first time

The Tax Cuts and Jobs Act (TCJA) didn’t change the federal tax credit for “increasing research activities,” but several TCJA provisions have an ind

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Take caution when including employees in your estate plan

If you’re the owner of a small business, you may think of your tight-knit group of employees as a family.

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Reduce insurance costs by encouraging employee wellness

Protecting your company through the purchase of various forms of insurance is a risk-management necessity.

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Could “bunching” medical expenses into 2018 save you tax?

Some of your medical expenses may be tax deductible, but only if you itemize deductions and have enough expenses to exceed the applicable floor for

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