Recent News & Blog

  • R&E with Angi: Who can take the R & E Credit?

    A question we are often asked is, “can my business or industry take the R & E Credit?” In most cases, the answer is “yes, if you have qualifying activities, you can certainly claim the credit no matter what industry you are in.” 

  • The “nanny tax” must be paid for more than just nannies

    You may have heard of the “nanny tax.” But even if you don’t employ a nanny, it may apply to you. Hiring a housekeeper, gardener or other household employee (who isn’t an independent contractor) may make you liable for federal income and other taxes. You may also have state tax obligations.

  • Naming a trustee may be one of the most important decisions of your life

    When it comes to estate planning, trusts are appealing for many reasons. They can enable you to hold and transfer assets for beneficiaries, avoid probate and reduce estate tax exposure. But they can be complicated to set up.

  • Local Government & Schools: Enhance Your Financial Insight

    Increase your knowledge at our free 2nd annual seminar tailored to local governments and schools. We will get you up to speed on the changes affecting your organization during these informative sessions. 4 hours of CPE credit will be provided for attendance!

  • Responding to “close calls” when interviewing job candidates

    It’s not uncommon for an employer to realize, after the fact, that an employee conducting a job interview asked a question that put the organization at risk for a discrimination claim.

  • A Look at GASB 84 and GASB 87

    GASB 84

  • GASB Preliminary Views

    The GASB has issued two preliminary views documents for public comment. Preliminary views documents are issued in advance of a final statement/standard.

  • The 1-2-3 of B2B marketing

    Does your business market its products or services to other companies? Or might it start doing so in the future? If so, it’s critical to recognize the key differences between marketing to the public — or even certain segments of the public — and business-to-business (B2B) marketing.

  • A buy-sell agreement can provide the liquidity to cover estate taxes

    If you own an interest in a closely held business, it’s critical to have a well-designed, properly funded buy-sell agreement. Without one, an owner’s death can have a negative effect on the surviving owners.

  • Summer: A good time to review your investments

    You may have heard about a proposal in Washington to cut the taxes paid on investments by indexing capital gains to inflation. Under the proposal, the purchase price of assets would be adjusted so that no tax is paid on the appreciation due to inflation.

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