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May 3, 2022
Are you and your spouse considering “splittin...
Gift splitting can be a valuable estate planning tool, allowing you and your spouse to maximize the amount of wealth... -
April 11, 2022
Careful planning required for beneficiaries t...
Intrafamily loans allow you to provide financial assistance to loved ones — often at favorable terms — while potentially reducing... -
April 11, 2022
Tax issues to assess when converting from a C...
Operating as an S corporation may help reduce federal employment taxes for small businesses in the right circumstances. Although S... -
April 11, 2022
FAQs about fair value in accounting
In recent years, accounting rule makers have issued guidance that requires certain items on the balance sheet to be reported... -
April 5, 2022
Fully deduct business meals this year
The federal government is helping to pick up the tab for certain business meals. Under a provision that’s part of... -
February 14, 2022
The donor-advised fund: A powerful vehicle fo...
If charitable giving is important to you, consider a donor-advised fund (DAF). A DAF — typically sponsored and managed by... -
February 14, 2022
Take your financial statements to the next le...
Spring is the time of year that calendar-year-end businesses issue financial statements and prepare tax returns. This year, take your... -
January 27, 2022
Entrepreneurs and taxes: How expenses are cla...
While some businesses have closed since the start of the COVID-19 crisis, many new ventures have launched. Entrepreneurs have cited... -
January 27, 2022
Does your trust need protection?
Designing an estate plan can be a delicate balancing act. On the one hand, you want to preserve as much...
Simple. We exist to help business owners achieve their financial goals, freeing them to focus on running their business, serving their clients and helping their employees live better.