In the waning hours of the 117th Congress, a large government funding bill was passed that includes many provisions that will help Americans save more for retirement....
A Dozen Ways the SECURE 2.0 Law Helps Individuals and Employees
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8 Compelling Reasons to Outsource Your Accounting Functions
Is your company struggling to tackle all its accounting needs? Companies that have lost a CFO, outgrown their bookkeeper, changed their offerings or experienced high growth can...
How Business Valuators Estimate the DLOM in a Volatile Market
When valuing a business, recent market volatility may well translate into higher discounts for lack of marketability (DLOM) because investors generally will pay less for...
8 Compelling Reasons to Outsource Your Accounting Functions
Is your company struggling to tackle all its accounting needs? Companies that have lost a CFO, outgrown their bookkeeper, changed their offerings or experienced high growth can...
4 Tax Breaks for Home Improvements
Are you contemplating some significant improvements to your home? Whether it's adding a pool to assist with a medical condition, finishing a basement or installing...
When a Valuation Professional Finds Fraud
Imagine you've got your eye on a business that seems like an attractive investment or acquisition target. It boasts strong earnings, competitive growth estimates and a clean...
Which Level of Assurance Is Right for Your Organization?
Most organizations hire a CPA to issue financial statements that conform to U.S. Generally Accepted Accounting Principles (GAAP). But not all financial statements are created...
Don’t Let Tax ID Thieves Steal Your Refund – Or Your Peace of Mind
Any form of identity theft can be costly, unsettling, and take months — sometimes years — to fully recover from and repair. But tax-related identity theft can be...
Protect Your Public Company With an Insider Trading Policy
Successful stock trading requires access to information — preferably publicly available information. However, some investors attempt to get a jump on the market by using...
Come Together: Agreeing on an Eldercare Plan for a Loved One
According to the 2020 U.S. Census, 54 million Americans are over the age of 65 and that number will rise to 74 million by 2030. Elderly individuals — generally, those over...