How Divorce Attorneys Can Leverage a Financial Advisor | Free Webinar

All About Healthcare (18)

Don’t Fall for IRS Phone Scams

Several of our partners and clients have gotten phone calls from people posing as IRS agents. With April 15 right around the corner, this can be unnerving.
Read The Full Blog
Filter Blog Posts By Topic

Tax Deductions for Car and Truck Expenses Require Careful Documentation

When it comes to vehicle expense tax deductions (and costs related to other “listed” property), as well as travel and entertainment expenses, the law is clear and strict on required documentation. You don't want to lose tax deductions because of...
Read The Full Blog

Who Are the Latest IRS Targets? A List of 23 Audit Triggers

Many taxpayers ask, "How can I avoid an IRS audit?" There’s no 100% guarantee you won’t be picked, because some tax returns are chosen randomly. However, completing your returns in a timely and accurate fashion with your trusted tax advisor certainly...
Read The Full Blog

Do You Need An Audit, Review or Compilation?

Business owners should consider the level of assurance they need from their accounting firm. Let's talk about audits, reviews and compilations.
Read The Full Blog

Why a Business Valuation is Necessary for Estate Planning

The last few years were filled with uncertainty regarding the future of estate and gift taxes. There was a flurry of activity as people made gifts to take advantage of relatively favorable tax laws, which were due to revert to significantly less...
Read The Full Blog

What You Should Know When You Need a Business Valuation

The demand for business valuations is growing, in large part due to aging Baby Boomers planning for retirement and gifting their business interests, selling outright or passing away. Other owners are looking to sell out due to economic conditions...
Read The Full Blog

Get The Latest Business, Tax And Financial Insights.