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Advisory Articles

 

Is Social Media Subject to Discovery?

Is Social Media Subject to Discovery?

Posted by Benjamin Schuver on May 03, 2021

Data stored on social media platforms may be fair game in pre-trial discovery — even if the user limits access to personal posts. Many courts have decided that private isn't necessarily the same as not public, and they're granting discovery requests to obtain relevant social media evidence in civil cases.

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Employees Now Enjoy Even Greater Flexibility with FSAs

Employees Now Enjoy Even Greater Flexibility with FSAs

Posted by Kathleen Strobele on April 13, 2021

Employees who choose to participate in employer-provided flexible spending accounts (FSAs) can realize several tax benefits. Recent legislation provides participants with an even greater incentive to contribute to these accounts.

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Not All Experts Are Created Equal

Not All Experts Are Created Equal

Posted by Benjamin Schuver on April 05, 2021

Many business owners are contemplating selling their interests in 2021. Unfortunately, as the business valuation discipline has grown, there have been reports of unscrupulous individuals posing as valuation experts who have neither the training nor experience to provide reliable opinions of value.

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A Closer Look at Durable Power of Attorney

A Closer Look at Durable Power of Attorney

Posted by Connie Ricotta on April 05, 2021

If someone becomes physically or mentally incapacitated, they may no longer be able handle their own personal and financial affairs.

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How the Dark Web Facilitates Fraud — and What You Can Do About It

How the Dark Web Facilitates Fraud — and What You Can Do About It

Posted by Jesse Rubinstein on April 05, 2021

To commit financial fraud, criminals routinely use the “dark web,” a collection of sites that offer users anonymity and privacy to share stolen data and information on perpetrating crimes. Companies can help fight such criminals by securing their IT networks and regularly monitoring the dark web for their own stolen data.

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Selecting the Right Payroll System for Your Construction Business

Selecting the Right Payroll System for Your Construction Business

Posted by Michē Needham on April 05, 2021

Construction payroll is complex, but with the right system in place it doesn't have to be stressful.

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When Should You Take Social Security Benefits?

When Should You Take Social Security Benefits?

Posted by Jeffrey Budzinski on March 29, 2021

The age that retirees may start receiving 100% of their Social Security benefit ranges from 65 for people born in 1937 or earlier to 67 for people born in 1960 or later. However, you can also opt to receive reduced monthly benefits as early as age 62 — or you can choose to receive a higher monthly benefit by deferring receipt up until age 70.

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Gauging the Reasonableness of Owners’ Compensation Deductions

Gauging the Reasonableness of Owners’ Compensation Deductions

Posted by Douglas Sosnowski on March 04, 2021

How much should an owner of a privately held business be paid? Objective market data can help support income tax deductions and adjustments to earnings when valuing a business for shareholder disputes, marital dissolution, and other civil lawsuits.

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Are You Thinking About Selling Your Business?

Are You Thinking About Selling Your Business?

Posted by Johnathon Miles on February 18, 2021

During the COVID-19 pandemic, struggling business owners may be looking for an exit strategy, while tax rates are still taxpayer-friendly. The key to maximizing the sale price is preparing your business for sale.

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The Long-Term Impact of CARES Act Loans and Distributions on Retirement Savings

The Long-Term Impact of CARES Act Loans and Distributions on Retirement Savings

Posted by on February 18, 2021

The Coronavirus Aid, Relief, and Economic Security (CARES) Act allowed plan sponsors to relax loan and distribution rules in 2020, giving participants greater access to funds during the pandemic. These provisions were implemented to provide relief as many employees do not have adequate short-term savings.

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