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...
Blog
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...
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...
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...
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...
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...
