4 ways to get (and keep) your business data in order
With so much data flying around these days, it’s easy for a company of any size to get overwhelmed....
2017 Proposed Tax Reform
A big issue out in the open is that the current federal administration wants to make some tax...
Don’t ignore the Oct. 16 extended filing deadline just because you can’t pay your tax bill
The extended deadline for filing 2016 individual federal income tax returns is October 16. If you...
Accelerate your retirement savings with a cash balance plan
Business owners may not be able to set aside as much as they’d like in tax-advantaged retirement...
A Crummey trust can preserve the annual gift tax exclusion
Traditionally, taxpayers have looked for ways to make the most of the $14,000 annual gift tax...
“Bunching” medical expenses will be a tax-smart strategy for many in 2017
Various limits apply to most tax deductions, and one type of limit is a “floor,” which means...
Timing strategies could become more powerful in 2017, depending on what happens with tax reform
Projecting your business income and expenses for this year and next can allow you to time when you...
Tax law uncertainty requires an estate plan that can roll with the changes
Events of the last decade have taught us that taxes are anything but certain. Case in point:...
Don’t let a crisis KO your nonprofit’s special event — plan ahead
If yours is like most not-for-profit organizations, you depend on a big annual event to raise...
Bridging the divide with a mezzanine loan
In their efforts to grow and succeed, many companies eventually reach the edge of a precipice....