Insights

Automating your accounting department

Many businesses have adopted robotic process automation (RPA), or plan to do so in the future....

There’s still time for small business owners to set up a SEP retirement plan for last year

If you own a business and don’t have a tax-advantaged retirement plan, it’s not too late to...

The Green Apple Podcast with Alan Long

In this episode, Alan shares his experience in the accounting business and how the overall...

How an ESOP Benefits Retirement & Estate Plans

Employee stock ownership plans (ESOPs) offer closely held business owners an exit strategy and a...

Selling your home? Consider these tax implications

Spring and summer are the optimum seasons for selling a home. And interest rates are currently...

Add spendthrift language to a trust to safeguard assets

Protecting assets from creditors is a critical aspect of estate planning, but you need to think...

Put a QOE report to work for you

An independent quality of earnings (QOE) report can be a valuable tool in mergers and acquisitions....

Now or later? When to report subsequent events

Financial statements present a company’s financial position as of a specific date, typically the...

Pitfalls of Leaving Specific Assets to Specific Heirs

Planning your estate around specific assets is risky and, in most cases, should be avoided. If you...

Could your business benefit from the tax credit for family and medical leave?

The Tax Cuts and Jobs Act created a new federal tax credit for employers that provide qualified...