Posted by William Allen on February 02, 2023
A buy-sell agreement is an important component of both your estate and succession plans. It is best to review these plans annually as life events can impact the plans in relation to business interests and estate taxes.
Posted by Austin Robare on February 02, 2023
Many states across the nation are passing legislation to provide workers with access to employer-sponsored retirement plans. In this article we introduce you to this legislation and share the benefits of selecting a 401 (k) plan outside of the mandated state option.
Posted by Timothy Bubar on June 07, 2022
Federal tax professionals working to resolve issues with the IRS can attest to the multifaceted impacts of the agency’s resource constraints on taxpayer service. The signs are evident, for example, in the long wait times for calls to be answered, tax return processing delays and increased instances of penalties being assessed against compliant taxpayers. Perhaps most frustratingly, IRS examinations that could have been resolved cooperatively with an adequately staffed agency have become unnecessarily prolonged and, in some cases, contentious.
Posted by Jonathan Roller on January 17, 2022
Start the year off right with reliable financial forecasts. Here are five questions to guide you through the process.
Posted by Timothy Bubar on December 23, 2021
If your business hasn’t gone digital yet, it could be missing out on these five key benefits.
Posted by Robert Torella on August 26, 2021
Divorce may have tax implications for the spouses involved, especially if one or both of them owns a business. Here are some of the issues involved.