CELEBRATING OVER SIXTY FIVE YEARS

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News & Helpful Tips

Now is a good time to review your business’s expenses for deductibility. Accelerating deductible expenses into this year generally will

Planning for the end of life is never easy, but including your funeral and memorial wishes in your estate plan

Finding the right person to head up your company’s finance and accounting department can be challenging in today’s tight labor

Right now, you may be more concerned about your 2019 tax bill than you are about your 2020 tax situation.

The word “concentration” is usually associated with a strong ability to pay attention. Business owners are urged to concentrate when

If you’re in line to inherit property from a parent or other loved one, it’s critical to understand the basis

Contingent liabilities reflect amounts that your business might owe if a specific “triggering” event happens in the future. Sometimes companies

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the first significant retirement-related legislation in more than a

An array of tax-related limits that affect businesses are annually indexed for inflation, and many have increased for 2020. Here

Traditional estate planning strategies generally are based on the assumption that all family members involved are U.S. citizens. However, if

Before you jump headfirst into the year-end financial reporting process, review the role independent audit committees play in providing investors

To help you make sure you don’t miss any important 2020 deadlines, we’ve provided this summary of when various tax-related

This year, the optional standard mileage rate used to calculate the deductible costs of operating an automobile for business decreased

Many taxpayers make charitable gifts — because they’re generous and they want to save money on their federal tax bills.

Virtually everyone needs an estate plan, but it isn’t a one-size-fits-all proposition. Even though each person’s situation is unique, general

The IRS announced it is opening the 2019 individual income tax return filing season on January 27. Even if you

A significant law was recently passed that adds tax breaks and makes changes to employer-provided retirement plans. If your small

If you save for retirement with an IRA or other plan, you’ll be interested to know that Congress recently passed

If you reside in a high-tax state, you may want to consider using nongrantor trusts to soften the blow of

As you’ve probably heard, a new law was recently passed with a wide range of retirement plan changes for employers

If, like many people, your traditional IRA holds a mixture of deductible (after-tax) and nondeductible (pretax) contributions, it’s important to

At the beginning of the year, many people make resolutions about improving their physical fitness. Employers may seek to lend

Some benefit plans are required to include an opinion from an independent qualified public accountant (IQPA) when filing Form 5500

While you were celebrating the holidays, you may not have noticed that Congress passed a law with a grab bag

Technology has made it easier to work from home so lots of people now commute each morning to an office

The Tax Cuts and Jobs Act created a new program to encourage investment in economically distressed areas through generous tax