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…
DetailsGetting 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…
DetailsThree 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…
DetailsCollege 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…
DetailsTax-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.…
DetailsSelling Your Business and Its Customers
How “selling” your customers can help you sell your business When selling your business knowledge is key to achieving a successful transaction for all parties. For many business buyers, expanding…
DetailsRestricted Stock Units and Your Tax Bill
Awards of RSUs can provide tax deferral opportunity Executives and other key employees are often compensated with more than just salary, fringe benefits and bonuses: They may also be awarded…
DetailsThe 529 savings plan: A tax-smart way to fund college expenses
Tax Savings with a 529 Plan If you’re saving for college, consider a Section 529 plan. Although contributions aren’t deductible for federal purposes, earnings avoid income taxes if used for…
DetailsThe Brexit Shakes Global Markets
A worldwide selloff occurs after the United Kingdom votes to leave the European Union. Provided by Dane A. Wilson, Wealth Management Advisor A wave of anxiety hit Wall Street Friday…
DetailsStudent Loan Debt? Here is Some Help.
Relief begins October 2017 for Public and Not-for-Profit employees burdened with student loan debt Public and not-for-profit employees have an opportunity to have their student loans forgiven in October of…
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