Key Individual 2017 Tax Deadlines You Need to Know
Additional Tax Deadlines While April 15 (April 18 this year) is the main tax deadline on most individual taxpayers’ minds, it’s important to be aware of other deadlines throughout the…
Have a Plan, Not Just a Stock Portfolio
Diversification still matters. One day, this bull market will end. Provided by Dane A. Wilson, Wealth Management Advisor In the first quarter of 2017, the bull market seemed unstoppable. The…
You filed your taxes – could an audit follow?
So you just filed your taxes — could an audit be next? Like many people, you probably feel a great sense of relief wash over you after your tax return…
More Tax Saving Ideas
Saving tax with home-related deductions and exclusions. Currently, home ownership comes with many tax-saving opportunities. Consider both deductions and exclusions when you’re filing your 2016 return and tax planning for…
Looking for New Accounting Software
Don’t Shortcut Your Search for New Accounting Software By Jim Komos, CPA, Partner, Tax Department Technology, used well, saves time and money. But when the technology solution doesn’t meet your…
Transferring Not-for-Profit Leadership
Founder’s Syndrome and Not-for-Profits By Mike Klein, CPA Founder’s Syndrome is a term that describes the challenge a not-for-profit organization could encounter when the time comes to transition its leadership…