Nov.29, 2018
Year-End Tax Planning
Keeping up with the complex credit landscape can be difficult for organizations with limited resources. The Tax Cuts and...
Nov.26, 2018
Estimates vs. actuals: Was your 2018 budget reasonable?
As the year winds down, business owners can be thankful for the gift of perspective (among other things, we hope). Assum...
Nov.26, 2018
Catch-up retirement plan contributions can be advantageous post-TCJA
Will you be age 50 or older on December 31? Are you still working? Are you already contributing to your 401(k) plan or S...
Nov.26, 2018
When holiday gifts and parties are deductible or taxable
The holiday season is a great time for businesses to show their appreciation for employees and customers by giving them ...
Nov.19, 2018
It’s not too late: You can still set up a retirement plan for 2018
If most of your money is tied up in your business, retirement can be a challenge. So if you haven’t already set up a tax...
Nov.19, 2018
Mutual funds: Handle with care at year end
As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take st...