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Recent Posts
- Inside Your Audit: Reviewing Expectations on What Local Governments Should be Asking Their Auditor
- How Small and Midsize Businesses Can Stabilize Financial Operations During Leadership Transitions
- What’s the Right Entity Type for Your New Business?
- Balancing Financial Reporting Needs With Compliance Costs
- Helping Your Nonprofit’s Board Make Sense of Financial Reports
- When the Sale of an Appreciated Home Triggers Taxes — and When it Doesn’t
- Accounting for Business Combinations
- Behind on Bookkeeping? Here’s How to Get Back On Track
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Family Business Owners Must Weave Together Succession And Estate Planning
It’s been estimated that there are roughly 5 million family-owned businesses in the United States. Annually, these companies make substantial contributions to both employment figures and the gross domestic product.…
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Why it’s Important to Plan For Income Taxes as Part of Your Estate Plan
As a result of the current estate tax exemption amount ($11.58 million in 2020), many estates no longer need to be concerned with federal estate tax. Before 2011, a much…
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How to Plan For Succession: Preserving, Protecting, and Passing on Wealth
The decisions made regarding ownership of the family office or closely held business may not necessarily be the same decisions that are required for leadership and management. It’s critical to…