Matter & Substance

Thoughts from our industry
to help Businesses and Individuals

September 10, 2019

Run your meetings like they really matter

Many businesses struggle to turn abstract strategic-planning ideas into concrete, actionable plans. One reason why is simple: ineffective meetings. The ideas are there, lurking in the minds of management and key employees, but the process for hashing them out...

August 22, 2019

Consider separating your business and real estate in your succession plan

Like most businesses, yours probably has a variety of physical assets, such as production equipment, office furnishings and a plethora of technological devices. But the largest physical asset in your portfolio may be your real estate holdings — that...

August 15, 2019

Measuring fair value for financial reporting purposes

The standard for valuing certain assets and liabilities under U.S. Generally Accepted Accounting Principles (GAAP) is “fair value.” This differs from other valuation standards that may apply when valuing a security or business interest in a litigation or mergers...

August 13, 2019

Philanthropic and family benefits of charitable lead trusts

A Charitable Lead Trust (CLT) is a great option for affluent families who wish to give to charity while minimizing gift and estate taxes. These trusts are most effective in a low-interest-rate environment, so conditions for taking advantage of...

August 8, 2019

Targeting and converting your company’s sales prospects

You may be spending considerable time and resources training and upskilling sales staff on cross-selling and expanding existing customer relationships. And this is, no doubt, a critical task. But don’t overlook the vast pool of prospects that want to...

August 6, 2019

2019 Q3 tax calendar: Key deadlines for businesses and other employers

With summer racing by in a whirlwind of vacations, BBQ’s, and celebrations, it is easy to let tax deadlines slip to the bottom of our to-do lists. Here are some of the key tax-related deadlines affecting businesses and other...

August 1, 2019

Getting ahead of the curve on emerging technologies

Turn on your computer or mobile device, scroll through Facebook or Twitter, or skim a business-oriented website, and you’ll likely come across the term “emerging technologies.” It has become so ubiquitous that you might be tempted to ignore it...

July 30, 2019

Tax-smart travel: Where business meets pleasure

With summer upon us, vacations are at the top of everyone’s mind. If you’re self-employed or a business owner, you have a golden opportunity to combine a business trip with a few extra days of vacation and offset some...

July 27, 2019

Thinking about retiring to another state? Do not forget about taxes

When you retire, you may consider moving to another state — say, for the weather or to be closer to your loved ones. While it is not at the top of the list when preparing for a move, do...

July 23, 2019

Hire your children this summer: Everyone wins

If you’re a business owner, there are tax breaks (and other nontax benefits) on the table if you hire your children or grandchildren this summer. They can gain on-the-job experience, save for college and learn how to manage money. And you...

July 18, 2019

Predicting your company’s future performance

It’s common for you to associate your CPA with historical financial data and performance; after all, audits and tax returns typically report what has already happened. But don’t forget you can hire one to help predict how a company will...

July 17, 2019

Are health club memberships or on-site fitness centers an ERISA benefit?

More and more employers are contributing dollars toward the cost of health club memberships for employees. Some are even building their own on-site fitness centers. If your organization is considering either approach, you might wonder: Are health club memberships...

« prev 1 … 13 14 15 16 17 … 29 next »

Matter & Substance

Thoughts from our industry to help Businesses and Individuals

Thoughts from our industry
to help Businesses and Individuals