How profitable are your customers?

“We love our customers!” Every business owner says it. But all customers aren’t created equal, [...]

2017 Q4 tax calendar: Key deadlines for businesses and other employers

Here are some of the key tax-related deadlines affecting businesses and other employers during the [...]

Tax basis planning worth a look if estate taxes aren’t a threat

For many people today, income tax planning offers far greater tax-saving opportunities than gift and [...]

5 ways to dance through digital disruption

You’ve probably heard the term and wondered whether it could happen to your company. Maybe [...]

Watch out for potential tax pitfalls of donating real estate to charity

Charitable giving allows you to help an organization you care about and, in most cases, [...]

Estate tax relief for family businesses is available … in the form of a deferral

If a substantial portion of your wealth is tied up in a family or closely [...]

Find the right path forward with KPIs

From the baseball field to the boardroom, statistical analysis has changed various industries nationwide. With [...]

The ABCs of the tax deduction for educator expenses

At back-to-school time, much of the focus is on the students returning to the classroom [...]

Have you properly funded your revocable trust?

If your estate plan includes a revocable trust — also known as a “living” trust [...]

Ensuring a peaceful succession with a buy-sell agreement

A buy-sell agreement is a critical component of succession planning for many businesses. It sets [...]