10 Tips to Help You Combat Rising Costs

Inflation is up 8.3% year over year, according to the latest data from the U.S. Bureau of Labor Statistics. Many factors — including supply chain disruptions, multi-trillion-dollar government spending packages, the war in Ukraine and economic fallout from the COVID-19...

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 insider knowledge to make buying, selling and holding decisions. Federal and state laws...

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 85 years — are growing at an even faster rate. These demographic realities put pressure on...

Divorce Valuations: Active versus Passive Appreciation

It’s common in divorce cases that involve an interest in a closely held business for that investment to be the marital estate’s most valuable asset. In many states, when the owner-spouse brings this asset to the marriage, a specialist may be called...

401(k) Loans: Yay or Nay?

In today’s tough economy, you may find yourself struggling to cover your day-to-day expenses. But rising interest rates are making traditional loans more expensive. In such an environment, you might consider borrowing funds from your 401(k) retirement...

Hiring Family Members Can Pay Off for Everyone

One of the advantages of owning and operating your own business is the ability to hire family members to fill open positions. This can be a significant perk in today’s tight labor market. Bringing on family members can have tax benefits for all involved, too,...

Staff Promotions

Our firm has seen several staff promotions. Aviva Morgenstern is now the A&A Technical DirectorTim Mozingo and Dylan Holy are now Senior AssociatesJosh Watterson is now an Associate We’ve also had some new hires. Julia Rissling is now in Client Accounting...

7 Deductible Medical Expenses You Might Have Missed

How high can you jump? To claim a deduction for medical expenses on your personal tax return, you have to clear an annual hurdle imposed by the IRS. Although the bar was lowered a few years ago, it still takes a significant leap to clear this threshold....

10 Tax Tips for Volunteers

Donating time to a charity can be a rewarding experience — both for you and people (or animals) who benefit from the organization’s mission. But your efforts may also provide you with some well-deserved tax breaks if you itemize deductions on your tax return....