Successful stock trading requires access to information — preferably publicly available information. However, some investors attempt to get a jump on the market by using...
Protect Your Public Company With an Insider Trading Policy
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Blog
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...
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...
Estate Planning: Select an Executor and Trustee With Care
There are several steps to creating and carrying out an estate plan — not all of which will fall on you. For example, other people must act as your plan's executor and trust's...
Is it Time to Rebid Your Vendor Contracts?
While it's great to have a good rapport with your vendors, it's important to ensure the relationship remains cost-effective. Vendors who know there is a threat that they could...
Social Media Marketing: The Latest Trends and Services You Need to See
Once upon a time, consumers generally expected a clear line of demarcation between advertising and editorial content. While holdouts remain — especially from older generations —...