Insights

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...

Change management doesn’t have to be scary

Business owners are constantly bombarded with terminology and buzzwords. Although you probably feel...

Donate appreciated stock for twice the tax benefits

A tried-and-true year end tax strategy is to make charitable donations. As long as you itemize and...

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...

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...

Reduce insurance costs by encouraging employee wellness

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

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...

Defer Taxes on Business Sale | Installment Sale

You’ve spent years building your company and now are ready to move on to something else, whether...

Assessing the effectiveness of internal controls

Strong internal controls can help prevent and detect fraud. That’s why Section 404(a) of the...

Tenancy-in-common: A versatile estate planning tool

If you hold significant real estate investments, tenancy-in-common (TIC) ownership can be a...