Maximize your year-end giving with gifts that offer tax benefits
As the end of the year approaches, many people start to think about their finances and tax strategies. One effective way to reduce potential estate taxes and show generosity to…
Should your company offer fertility benefits?
Most businesses today understand all too well that they must craft a robust and varied benefits package to draw good job candidates and retain valued employees. But beyond basics…
Cybersecurity Assessment Get One Now
Protect your business with a cybersecurity assessment Years ago, it may have seemed like only government agencies with top-secret intel or wealthy international banks had to worry about hackers. Nowadays,…
Taxes When Retirement to Another State
Factor in taxes if you’re relocating to another state in retirement Are you considering a move to another state when you retire? Perhaps you want to relocate to an area…
Data visualization: A picture is worth 1,000 words
Show Your Data in a New Way Graphs, performance dashboards and other visual aids can help managers, investors and lenders digest complex financial information. Likewise, auditors also use visual aids…
Stop-loss Insurance – What you need to know
What business owners should know about stop-loss insurance Stop-loss insurance. When choosing health care benefits, many businesses opt for a self-insured (self-funded) plan rather than a fully insured one. Why?…
Engaging in customer-focused strategic planning
Customer Planning When creating or updating your strategic plan, you might be tempted to focus on innovative products or services, new geographic locations, or technological upgrades. But, what about your…
Rent Out the Vacation Home. Pros and Cons.
Vacation home: How is your tax bill affected if you rent it out? If you’re fortunate enough to own a vacation home, you may want to rent it out for…
Covid-Related Effects to Your Financial Statements
10 financial statement areas to watch for COVID-related effects The COVID-19 pandemic is still adversely affecting many businesses and not-for-profit organizations, but the effects vary, depending on the nature of…
Gift Tax Tax Break – Start Planning Now
Planning for year-end gift with the gift tax annual exclusion As we approach the holidays and the end of the year, many people may want to make gifts of cash…