June 23, 2023 In Financial Planning, Forecasts And Projections Aren’t The Same No business owner has a fully functional crystal ball. But a carefully created forecast or projection can help you better … Read More
June 20, 2023 When Can Seniors Deduct Medicare Premiums On Their Tax Returns? Seniors with Medicare insurance (including supplemental) can potentially deduct premium costs and other medical expenses on their tax return. Read More
June 20, 2023 If Your Family Owns a Vacation Home, Address It Carefully In Your Estate Plan Do you know the optimal way to address your vacation home in your estate plan? Read More
June 20, 2023 Commit To Continually Improve Your Nonprofit’s Accounting Processes Accounting inefficiencies and errors can cost your nonprofit time and money. Here’s how to root out and repair less-than-perfect processes. Read More
June 20, 2023 Why Businesses May Want To Consider ESG In Strategic Planning Business owners: Have you encountered the term "ESG"? You may want to consider whether and how the concept applies to … Read More
June 15, 2023 Reduce The Impact Of The 3.8% Net Investment Income Tax High-income taxpayers may face an additional 3.8% net investment income tax. Who does the tax apply to, and how do … Read More
June 15, 2023 What’s In The Fiscal Responsibility Act? With a financial crisis averted, let’s take a look at the highlights of the Fiscal Responsibility Act. Read More
June 14, 2023 Is It Time For A Targeted Marketing Campaign? You can capture a much more current and vivid picture of your customers using a targeted marketing campaign. Read More
June 12, 2023 How To Leverage AI In Your Accounting Department Who performed better on a recent accounting exam administered by Brigham Young University: ChatGPT or undergraduate students? While AI software … Read More
June 12, 2023 Are Your Nonprofit’s Interim and Year-end Financial Statements At Odds? Whether your nonprofit uses cash basis or accrual basis accounting can affect the likelihood that your financial statements will need … Read More
June 9, 2023 Avoid Succession Drama With Buy-Sell Agreement If your business has multiple owners, building a buy-sell agreement into your succession plan is strongly advised. Here’s how these … Read More
June 9, 2023 Benefits Of A Living Trust For Your Estate You’ve probably heard that you should avoid probate in estate planning. But what does that mean and how is it … Read More