News & Insights
Read the Latest Premium Financial Planning News
9 Tax Considerations if You’re Starting a Business as a Sole Proprietor
February 16th, 2024
|
Business Tax Services |
Tax
When launching a small business, many entrepreneurs start out as sole proprietors. If you’re launching a venture as a sole proprietorship, you need to understand the tax issues involved. Here […]
READ MORE
Get Ready for the 2023 Gift Tax Return Deadline
February 15th, 2024
|
Tax
Did you make large gifts to your children, grandchildren or others last year? If so, it’s important to determine if you’re required to file a 2023 gift tax return. In […]
READ MORE
7 Reasons to Outsource Your Public Sector Accounting Functions in 2024
February 14th, 2024
|
By Lyndsey Fleser |
Accounting & Outsourced Solutions |
Outsourced Accounting Solutions
By: Lyndsey Fleser & Angie Stoneham Historically, public sector accounting jobs were able to compete with the private sector by offering better benefits and work-life balance. But as local, state, […]
READ MORE
Update on IRS Efforts to Combat Questionable Employee Retention Tax Credit Claims
February 9th, 2024
|
Business Tax Services |
Tax |
Tax Credits
The Employee Retention Tax Credit (ERTC) was introduced back when COVID-19 temporarily closed many businesses. The credit provided cash that helped enable struggling businesses to retain employees. Even though the […]
READ MORE
3 Common Forms of Insurance Fraud (and How Businesses Can Fight Back)
February 8th, 2024
|
Consulting |
Fraud & Litigation Services |
Risk Management
Businesses of all shapes and sizes are well-advised to buy various forms of insurance to manage operational risks. But insurance itself is far from risk-free. You might overpay for a […]