News Articles


AUP engagements: A middle ground between audits and consulting services

Your CPA offers a wide menu of services.

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You have options when addressing life insurance in your estate plan

Life insurance has long provided a source of liquidity to pay estate taxes and other expenses.

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Thinking about moving to another state in retirement? Don’t forget about taxes

When you retire, you may consider moving to another state — say, for the weather or to be closer to your loved ones.

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Employers: Be aware (or beware) of a harsh payroll tax penalty

If federal income tax and employment taxes (including Social Security) are withheld from employees’ paychecks and not handed over to the IRS, a har

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The chances of IRS audit are down but you should still be prepared

The IRS just released its audit statistics for the 2018 fiscal year, and fewer taxpayers had their returns examined as compared with prior years.

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Technical Updates to Executive Order 13496 NLRA Rights Poster

The U.S.

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2019 Kentucky Tax Changes

The Department of Revenue's Office of Tax Policy and Regulation has compiled and documented recent changes to Kentucky's tax laws. 

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Predicting future performance

CPAs typically report historical financial performance.

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Leave your mark with a dynasty trust

If a prime objective of your estate plan is to leave a lasting legacy, a dynasty trust may be the right estate planning vehicle for you.

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Build long-term relationships with CRM software

Few businesses today can afford to let potential buyers slip through the cracks.

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It’s a good time to check your withholding and make changes, if necessary

Due to the massive changes in the Tax Cuts and Jobs Act (TCJA), the 2019 filing season resulted in surprises.

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Hire your children this summer: Everyone wins

If you’re a business owner and you hire your children (or grandchildren) this summer, you can obtain tax breaks and other non-tax benefits.

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