
Advisory Articles
The Potential Impact of New Appraisal Regs On Charitable Giving
Posted by Cheryl A. Jankowski on November 07, 2019
Do charitable gifts play an important role in your estate plan? If you make or plan to make substantial noncash gifts to charity, you should be aware of how new requirements for appraisals can affect those donations.
Higher Compensation Could Help You Attract and Keep Workers
Posted by Douglas Muth on November 01, 2019
If your manufacturing company struggles to recruit and retain quality workers, you're not alone.
It’s Not an Estate Plan Without a Will
Posted by Robert Ingrasci on October 29, 2019
When you hear “estate planning,” you probably think of trusts and other vehicles for minimizing taxes and passing on more wealth to your heirs. However, a will remains the cornerstone of any estate plan.
Fall 2019 Quarterly Insights
Posted by Michael Grimaldi on October 24, 2019
Available through our affiliation with the BDO Alliance, download the fall edition of Quarterly Insights.
Year-End Strategies to Reduce AGI
Posted by Brian Kern on October 23, 2019
Reducing your current-year adjusted gross income (AGI) is usually a tax-smart idea.
New Bankruptcy Relief Coming Soon
Posted by Douglas Muth on October 21, 2019
Is your small business struggling to make ends meet? Some relief may be on the way for distressed business owners. The Small Business Reorganization Act of 2019 will make it faster and less expensive to benefit from a Chapter 11 bankruptcy.
Year-End Tax Planning Moves for Small Businesses
Posted by Kerry Roets on October 17, 2019
Due to political gridlock, federal tax law hasn't changed much since the Tax Cuts and Jobs Act was enacted. Most of the provisions affecting businesses went into effect last year, so the year-end tax planning strategies that worked for 2018 may still be valid for the current tax year, but your specific tax situation might be different.
New Overtime Pay Rules Finalized for 2020
Posted by Jonathan Roller on October 14, 2019
The U.S. Department of Labor (DOL) has issued the long-anticipated final version of its overtime eligibility rules. The changes will take effect on January 1, 2020. As a result, the DOL estimates that 1.3 million workers will be newly eligible for overtime pay. Are any of them on your payroll?
Reap Tax Rewards from Year-End Harvesting
Posted by David Schlein on October 10, 2019
The stock market has experienced plenty of ups and downs this year, so some investors are poised to take big gains for 2019, while others are currently showing losses and many have both. What are the tax consequences if you sell securities?
Top 10 Internal Controls to Mitigate Cybersecurity Risks in the Family Office
Posted by Jill Johnson on September 19, 2019
Cybersecurity risks do not just affect corporations and government entities but can be a common and very present danger to family offices and small businesses alike.