Uncategorized

06.13.18

The Tax Impact of the TCJA on Estate Planning

Articles
Families
Family Office

The massive changes the Tax Cuts and Jobs Act (TCJA) made to income taxes have garnered the most attention. But the new law also made major changes to gift and...

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05.30.18

Bookings vs. Shippings: A Sales Flash Report Primer

Articles
Business Owners
Audit & Assurance

Do bad sales months often take you by surprise? If so, don’t forget the power of flash reports — that is, snapshots of critical data for quick, timely viewing every...

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05.29.18

Saving Tax on Restricted Stock Awards with the Sec. 83(b) Election

Articles
Families
Individual Tax & Planning

Today many employees receive stock-based compensation from their employer as part of their compensation and benefits package. The tax consequences of such compensation can be complex — subject to ordinary-income,...

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05.21.18

The TCJA Changes Some Rules for Deducting Pass-Through Business Losses

Articles
Business Owners
Business Tax

It’s not uncommon for businesses to sometimes generate tax losses. But the losses that can be deducted are limited by tax law in some situations. The Tax Cuts and Jobs...

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05.16.18

Four Ways to Encourage Innovation in Customer Service

Articles
Business Owners
Advisory

When business people speak of innovation, the focus is usually on a pioneering product or state-of-the-art service that will “revolutionize the industry.” But innovation can apply to any aspect of...

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05.14.18

Can You Deduct Business Travel When it’s Combined With a Vacation?

Articles
Business Owners
Families
Individual Tax & Planning

At this time of year, a summer vacation is on many people’s minds. If you travel for business, combining a business trip with a vacation to offset some of the...

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05.09.18

Cost Control Takes a Total Team Effort

Articles
Business Owners
Advisory
Audit & Assurance

“That’s just the cost of doing business.” You’ve probably heard this expression many times. It’s true that, to invoke another cliché, you’ve got to spend money to make money. But...

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04.16.18

TCJA Changes to Employee Benefits Tax Breaks: Four Negatives and a Positive

Articles
Business Owners
Business Tax

The Tax Cuts and Jobs Act (TCJA) includes many changes that affect tax breaks for employee benefits. Among the changes are four negatives and one positive that will impact not...

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04.02.18

Should You File Form SS-8 to Ask the IRS to Determine a Worker’s Status?

Articles
Business Owners
Business Tax

Classifying workers as independent contractors — rather than employees — can save businesses money and provide other benefits. But the IRS is on the lookout for businesses that do this...

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03.21.18

Home vs. Away: The Company Retreat Conundrum

Articles
Business Owners
Advisory

When a business decides to hold a retreat for its employees, the first question to be answered usually isn’t “What’s our agenda?” or “Whom should we invite as a guest...

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