{title} icon

Advisory Articles

 

Buy-Sell Agreements Critical to Your Succession Plan

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. 

> Read More
Don’t Limit Your Business to a State Retirement Plan

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.

> Read More
Steps to Take If You Receive an IRS Audit Letter

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.

> Read More
Rules for Reporting Employee Health Coverage

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?

> Read More
4 Tips for Working With A Resource-Constrained Internal Revenue Service

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.

> Read More
Five Methods to Forecast Sales and Capital for Growth

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.

> Read More
Gauge Real Time Financial Performance

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.

> Read More
Five Benefits - Automating the Accounting and Bookkeeping Process

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.

> Read More
The Impact of Divorce on Your Estate Plan

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.

> Read More
Business Owners: Understand the Tax Implications of Divorce

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.

> Read More
Page 1 of 12 pages  1 2 3 >  Last ›
SIGN UP TO RECEIVE OUR LATEST TAX AND ACCOUNTING ARTICLES, NEWSLETTERS, AND EVENTS. SIGN UP

Comprehensive. Proactive. Accessible.
How Can We Help?