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Recent News & Blog

  • Don’t forget to take state estate taxes into account

    A generous gift and estate tax exemption means only a small percentage of families are currently subject to federal estate taxes. But it’s important to consider state estate taxes as well.

  • Remind your sales team about the power of storytelling

    Everyone loves a story. It’s why movies are still big business and many of us spend hours on the couch binge-watching our favorite television shows. What’s important to keep in mind — and to remind your sales team — is that effective storytelling can also drive sales.

  • 8 QuickBooks Online tips

    There are always more things to learn about the applications we use every day. Here are some tips for expanding your use of QuickBooks Online.

  • Got an endowment? You need an investment advisor

    Since the beginning of the pandemic, financial markets have been riding a roller coaster. This volatility is a good reminder that if your nonprofit has an endowment, it could benefit from management by a professional investment advisor. Here’s how to find a qualified advisor.

  • M&A transactions: Be careful when reporting to the IRS

    Low interest rates and other factors have caused global merger and acquisition (M&A) activity to reach new highs in 2021, according to Refinitiv, a provider of financial data.

  • Is your power of attorney for property powerful enough?

    Your estate plan may include a power of attorney for property that appoints another person to manage your investments, pay your bills, file your tax returns and otherwise handle your property if you’re unable to do so. But not all powers of attorney are created equal.

  • EIDL program retooled for still-struggling small businesses

    For many small businesses, the grand reopening is still on hold. The rapid spread of the Delta variant of COVID-19 has mired a variety of companies in diminished revenue and serious staffing shortages.

  • Keep nonprofit board meetings short and sweet

    Whether your not-for-profit is continuing to hold videoconference board meetings or is back to in-person gatherings, you don’t want to waste members’ time.

  • Tax depreciation rules for business automobiles

    If you use an automobile in your trade or business, you may wonder how depreciation tax deductions are determined.

  • Related-party transactions draw attention from auditors

    Related-party transactions and financial connections are a normal part of operating a business. But these arrangements have gotten a bad rap because dishonest people sometimes use them to disguise poor performance or dishonest activities.

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