June 5, 2024 Understanding Reverse Mortgages: A Tax-Saving Solution for Older Homeowners If you’re 62 or older and own a highly appreciated house, a reverse mortgage may provide a way to stay … Read More
June 5, 2024 Implementing Antifraud Controls: The Importance of Surprise Audits Does your organization conduct surprise audits? A recent study found that companies without this antifraud control in place are at … Read More
June 5, 2024 Understanding the Benefits of a Health Savings Account (HSA) A Health Savings Account can help reduce your health care costs and benefit your estate plan. Its funds grow on … Read More
June 5, 2024 Gather Information from Clients Without Triggering Survey Fatigue Distributing online surveys to clients can help you gather vital data. But it may not be enough. Learn how you … Read More
June 5, 2024 Succession Planning: 3 Essential Timelines for Business Owners Business owners: When creating a succession plan for your company, you’ll ideally want to account for three separate timelines. Here’s … Read More
June 5, 2024 Caring for an Elderly Relative? You May Be Entitled to Tax Breaks If you’re caring for an elderly relative, you may be entitled to some tax breaks. Here are four of them. Read More
June 5, 2024 Four Bookkeeping Pitfalls Small Businesses Should Avoid Some entrepreneurs underestimate the importance of maintaining organized books and records for financial reporting purposes. Here are four tips for … Read More
June 5, 2024 Using a Living Trust to Preserve and Distribute Sentimental Assets Do you possess a beloved family heirloom? Make certain you properly address it in your will or living trust to … Read More
June 5, 2024 Nonprofits: Act Thoroughly On Audit Findings If your nonprofit has engaged an outside auditor, make the most of your audit report. Review it immediately and determine … Read More
June 5, 2024 Unlock The Power Of Conversational Marketing Business owners: If you’re looking for a fresh approach to connecting to customers and prospects, you might want to consider … Read More
June 5, 2024 Thinking Ahead To Your Next Form 990 You may be alert to such issues as unrelated business income, but the IRS requires nonprofits to report many activities … Read More
June 3, 2024 A Three-Step Strategy To Save Tax When Selling Appreciated Vacant Land If you’re fortunate enough to own vacant land that has appreciated greatly, you may want to sell it. But how … Read More
