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Featured Articles
Important Information about the Qualified Business Deduction
By: Linda Fargo, CPA, CGMA- Manager The 2017 Tax Act,…read more
Protect your Peace of Mind with a Trust Protector
Irrevocable trusts can allow for the smooth, tax-advantaged transfer of…read more
Grants vs. Contracts: Why it Matters
By: William Bauder, CPA, CGMA, CITP- Manager Which would you…read more
Make business valuation experts a forethought, not an afterthought
Too often, business valuation experts are hired months after a…read more
Prepare to Shop: The Sales Tax Holiday Returns!
By: Molly Pensyl, Marketing & Business Development Manager It is…read more
Double Duty Giving with Charitable Gift Annuities
If you’re charitably inclined, you may wish to consider a…read more
Monitor & Measure Through KPIs
By: Danielle Cottle CPA, CGMA- Manager In a constantly changing…read more
Include Digital Assets & Accounts in your Estate Planning
Even though you can’t physically touch digital assets, they’re just…read more
Questions to ask before hiring household help
When you hire someone to work in your home, you…read more
The BDIT: A Trust with a Twist
The beneficiary defective inheritor’s trust (BDIT) allows you to enjoy…read more
Tax News
Important Information about the Qualified Business Deduction
By: Linda Fargo, CPA, CGMA- Manager The 2017 Tax Act,…read more
Protect your Peace of Mind with a Trust Protector
Irrevocable trusts can allow for the smooth, tax-advantaged transfer of…read more
Prepare to Shop: The Sales Tax Holiday Returns!
By: Molly Pensyl, Marketing & Business Development Manager It is…read more
Is your company overpaying sales and use tax?
It’s a safe bet that state tax authorities will let…read more
Double Duty Giving with Charitable Gift Annuities
If you’re charitably inclined, you may wish to consider a…read more
Monitor & Measure Through KPIs
By: Danielle Cottle CPA, CGMA- Manager In a constantly changing…read more
Include Digital Assets & Accounts in your Estate Planning
Even though you can’t physically touch digital assets, they’re just…read more
Questions to ask before hiring household help
When you hire someone to work in your home, you…read more
The BDIT: A Trust with a Twist
The beneficiary defective inheritor’s trust (BDIT) allows you to enjoy…read more
Tax Deadlines for Q3 of 2018
Proactive tax planning is a vital exercise for all business…read more
