Look beyond April 18 to the tax-related deadlines you face for the rest of 2017.
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Are You Thinking Of Bringing A Partner Into Your Business? Before You Do, Consider The Following.

Our perspective is that hiring a appraiser before the partnership dissolution or other triggering event occurs provides the most accurate value for the company. It requires investing only a small annual fee to create comfort and avoid costly issues later.

What’s In A (Trade) Name?

The trade name and trademark of a company are oftentimes its most recognizable assets. Indeed, it’s oftentimes hard to imagine a McDonald’s without the golden arches, a Nike without the “swoosh,” or Apple without, well, an apple. Trade names and trademarks can have far-reaching effects and can be a determining factor of income to your business.

Measuring “Fair Value” For Financial Reporting Purposes

In accounting, fair value differs from historic cost and fair market value. Confusion about fair value can lead to unreliable estimates, write-offs and restatements. Here’s how to get it right.

Benchmarking Receivables

Don’t take accounts receivable at face value. Balances might include stale invoices, bad debts and even fictitious entries. Here’s how to evaluate the quality of receivables.

How Can You Take Customer Service To The Next Level?

We’ve all heard the phrase “the customer is always right!” But conveying the spirit of these words and keeping customers as happy as possible perplexes many companies. Here are some tips.

Look At Your Employees With Cybersecurity In Mind

Businesses remain under constant attack from cybercriminals. Your hiring process and employee policies may either expose you to or protect you from this threat.

Life Insurance And An Estate Plan May Not Always Mix Well

Owning your life insurance policy yourself can make estate planning complicated. But you can mix life insurance into your estate plan tax-efficiently. Here’s a recipe for success.

Acquaint Yourself With The Roth IRA As An Estate Planning Tool

Do you know how a Roth IRA can benefit your estate plan? Thanks to tax-free growth and no required distributions during your life, this retirement vehicle can also be a powerful estate planning tool.

Individual Tax Calendar: Key Deadlines For The Remainder Of 2017

Look beyond April 18 to the tax-related deadlines you face for the rest of 2017. If you don’t, you could become subject to interest and penalties or simply miss out on tax-saving opportunities.

A Timely Postmark On Your Tax Return May Not Be Enough To Avoid Late-Filing Penalties

Still filing a paper tax return? Be sure you understand the “timely mailed = timely filed” rule. If you don’t, you could end up owing penalties. Here’s what you need to know.

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