
Advisory Articles
Buy-Sell Agreements Critical to Your Succession Plan
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.
Don’t Limit Your Business to a State Retirement Plan
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.
Steps to Take If You Receive an IRS Audit Letter
Posted by Timothy Bubar on October 03, 2022
Getting contacted by the IRS and told your tax return is being audited may cause business owners to panic. But you’ll fare better if you understand IRS audits.
Rules for Reporting Employee Health Coverage
Posted by Kathryn Mellon on August 09, 2022
Form 1095-C is filed with the IRS and provided to employees of “applicable large employers” who are full-time employees. Which employers are affected and what must they do?
4 Tips for Working With A Resource-Constrained Internal Revenue Service
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.
Five Methods to Forecast Sales and Capital for Growth
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.
Gauge Real Time Financial Performance
Posted by Jonathan Roller on December 27, 2021
What are the keys to your company’s success? Read on to help unlock the answer.
Five Benefits - Automating the Accounting and Bookkeeping 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.
The Impact of Divorce on Your Estate Plan
Posted by Robert Ingrasci on December 15, 2021
A divorce is a life event that calls for an estate plan review and possible revisions.
Business Owners: Understand the Tax Implications of Divorce
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.