October Is National Financial Planning Month
Saving is a great start, but planning to reach your financial goals is even better. Provided by Dane A. Wilson, Wealth Management Advisor Are you saving for retirement? Great. Are…
Save Tax Dollars and Fund Your Health Savings Account
What’s the right tax-advantaged account to fund your health care expenses? Health care costs continue to climb. Jeffrey R. Spencer, CPA, MAcc, Ciuni & Panichi, Inc. Principal, explains some tax-friendly ways to…
Why Good Governance Depends on Effective Oversight
Effective Finance Governance Protects Your Organization Unlike public companies, an audit committee is not required by not-for-profit boards. In fact the Stanford Graduate School of Business 2015 Survey on Board…
Proposed IRS Regulations Could Reduce Valuation Discounts for Family-held Entities
What the proposed valuation regulation means for family-owned businesses IRS Proposed Regulations clearly signal the Treasury Department’s intent to severely curtail the use of valuation discounts in family-owned entity transfers.…
There’s still time for homeowners to save with green tax credits
Save with Some Green Tax Credits The income tax credit for certain qualified residential alternative energy expenditures is still available through 2016. The credit has been extended in part through…
Fraud and Inventory Loss
Hunting for misplaced “goods” Fraud experts can help recover lost items If your inventory numbers are not adding up during your year-end physical inventory, it may be time to uncover…
Getting Comfortable with the Home Office Tax Deduction
Home Office Tax Deduction by: Eden LaLonde, CPA, MAcc One of the best aspects of working at home is the easy commute. The second best part is it may qualify…
Three Mutual Fund Tax Hazards to Watch Out For
Tax and Your Mutual Funds Investing in mutual funds is an easy way to diversify a portfolio, which is one reason why they’re commonly found in retirement plans such as…
College Funding Options
College Funding Options: You can plan to meet the costs through a variety of methods. Provided by Dane A. Wilson, Wealth Management Advisor How can you cover your child’s future…
Tax-smart Gifting Strategies to Consider Now
More Tax Savings Ideas If your 2015 tax liability was higher than you’d hoped and you’re ready to transfer some assets to your loved ones, it’s time to get started.…