Sep 27, 2022 Deducting a Trust’s Charitable Donations Sep 27, 2022
Sep 22, 2022 What Does “Probate” Mean? Sep 22, 2022
Sep 13, 2022 Want to See into the Future? Delve Deeper into Forecasting Sep 13, 2022
Sep 13, 2022 2 Estate Planning Options for Families with Disabled Loved Ones Sep 13, 2022
Sep 9, 2022 Clean Vehicle Credit Comes With Caveats Sep 9, 2022
Sep 6, 2022 IRS Offers Penalty Relief for 2019, 2020 Tax Years Sep 6, 2022
Sep 1, 2022 Does Your Trust Provide for the Removal of a Trustee? Sep 1, 2022

August 2022

Aug 29, 2022 The Inflation Reduction Act Includes Wide-Ranging Tax Provisions Aug 29, 2022
Aug 29, 2022 Evaluating An ESOP From A Succession Planning Perspective Aug 29, 2022
Aug 29, 2022 Avoid These 4 Estate Planning Pitfalls Aug 29, 2022
Aug 29, 2022 Complete Your Estate Plan By Adding Powers of Attorney Aug 29, 2022
Aug 23, 2022 Leave a Lasting Legacy with a Family Education Trust Aug 23, 2022
Aug 23, 2022 Key aspects of a successful wellness program Aug 23, 2022
Aug 15, 2022 Provide employee parking? Here’s what the IRS wants to know. Aug 15, 2022
Aug 12, 2022 You shouldn’t amend a will yourself Aug 12, 2022
Aug 4, 2022 Weathering the storm of rising inflation Aug 4, 2022
Aug 4, 2022 CHIPS Act poised to boost U.S. businesses Aug 4, 2022
Aug 4, 2022 Estates now have an additional three years to file for a portability election Aug 4, 2022
Aug 4, 2022 When little things mean a lot: Estate planning for personal property Aug 4, 2022
Aug 4, 2022 How to keep remote sales on point Aug 4, 2022
Aug 4, 2022 6 steps to easing employees’ fears about innovation Aug 4, 2022

July 2022

Jul 22, 2022 Businesses: Act Now to Make the Most Out of Bonus Depreciation Jul 22, 2022
Jul 15, 2022 Take a balanced approach to retirement and estate planning using a split annuity Jul 15, 2022

June 2022

Jun 21, 2022 4 estate planning documents your college-aged child should have Jun 21, 2022
Jun 21, 2022 Yes, Employers Can Still Claim the Employee Retention Credit Via an Amended Tax Return Jun 21, 2022

April 2022

Apr 27, 2022 No parking: Unused compensation reductions can’t go to health FSA Apr 27, 2022
Apr 27, 2022 Understanding the terms of health care directives Apr 27, 2022
Apr 27, 2022 Businesses looking for outside investors need a sturdy pitch deck Apr 27, 2022
Apr 27, 2022 Opening up to SLAT opportunities Apr 27, 2022
Apr 27, 2022 Congress eyes further retirement savings enhancements Apr 27, 2022
Apr 19, 2022 Careful planning required for beneficiaries to borrow from a trust Apr 19, 2022
Apr 19, 2022 What estate planning strategies are available for non-U.S. citizens? Apr 19, 2022
Apr 19, 2022 Power up your trust with Crummey powers Apr 19, 2022

March 2022

Mar 25, 2022 ERISA and EAPs: What’s the deal? Mar 25, 2022
Mar 25, 2022 360-degree feedback helps business owners see the big picture Mar 25, 2022
Mar 25, 2022 A beneficiary designation or joint title can override your will Mar 25, 2022
Mar 22, 2022 Defined-value gifts: Plan carefully to avoid unpleasant tax surprises Mar 22, 2022
Mar 9, 2022 Business owners, lean into sales staff retention Mar 9, 2022
Mar 7, 2022 Clarity counts when it comes to estate planning documents Mar 7, 2022
Mar 2, 2022 The IRS again eases Schedules K-2 and K-3 filing requirements for 2021 Mar 2, 2022
Mar 2, 2022 5 ways to control your business insurance costs Mar 2, 2022

February 2022

Feb 25, 2022 Owning real estate in more than one state may multiply probate costs Feb 25, 2022
Feb 25, 2022 Should your business address retirement plan leakage? Feb 25, 2022
Feb 21, 2022 Use the net gift technique to reduce your gift tax rate Feb 21, 2022
Feb 17, 2022 Prudent technology upgrades call for some soul searching Feb 17, 2022
Feb 11, 2022 The donor-advised fund: A powerful vehicle for charitable giving Feb 11, 2022
Feb 10, 2022 Approach turnaround acquisitions with due care Feb 10, 2022
Feb 3, 2022 New tax reporting requirements for payment apps could affect you Feb 3, 2022
Feb 3, 2022 The 2021 gift tax return deadline is almost here, too Feb 3, 2022
Feb 3, 2022 2022 deadlines for reporting health care coverage information Feb 3, 2022

January 2022

Jan 31, 2022 Does your trust need protection? Jan 31, 2022
Jan 31, 2022 Let your financial statements guide you to optimal business decisions Jan 31, 2022
Jan 24, 2022 Educate Your Children On Wealth Management Jan 24, 2022
Jan 24, 2022 Using B2B Media To Lengthen Your Marketing Reach Jan 24, 2022
Jan 19, 2022 Avoiding Undue Influence Claims Jan 19, 2022
Jan 10, 2022 With proper planning, a charitable remainder trust can replicate a “stretch” IRA Jan 10, 2022
Jan 10, 2022 Business owners, do you need to step up your internal communications game? Jan 10, 2022
Jan 10, 2022 Commission fraud: When salespeople get paid more than they’ve earned Jan 10, 2022
Jan 4, 2022 Review your strategic plan … and look ahead Jan 4, 2022
Jan 4, 2022 Making funeral arrangements in advance can ease family turmoil after your death Jan 4, 2022

December 2021

Dec 28, 2021 Have you named contingent beneficiaries? Dec 28, 2021
Dec 27, 2021 Looking for a 2022 safety net for your business? Act on EIDL funding before year end Dec 27, 2021
Dec 23, 2021 Michigan Pass-Through Entity Tax Enacted – What You Need to Know for 2021 and 2022 Dec 23, 2021
Dec 19, 2021 A blended family requires smart estate planning Dec 19, 2021
Dec 19, 2021 Is your estate plan up to date following a divorce? Dec 19, 2021
Dec 19, 2021 Could an FLP fit into your succession plan? Dec 19, 2021
Dec 19, 2021 Make the season even merrier with a tax break Dec 19, 2021
Dec 7, 2021 Prepare for a new year by reviewing your estate plan Dec 7, 2021
Dec 7, 2021 Use change management to brighten your company’s future Dec 7, 2021
Dec 7, 2021 Don’t forget to factor 2022 cost-of-living adjustments into your year-end tax planning Dec 7, 2021
Dec 7, 2021 Consider all the angles of joint ownership Dec 7, 2021
Dec 7, 2021 4 red flags of an unreliable budget Dec 7, 2021

November 2021

Nov 29, 2021 Converting a traditional IRA to a Roth IRA can benefit your retirement and estate plans Nov 29, 2021
Nov 29, 2021 IRS announces adjustments to key retirement plan limits Nov 29, 2021
Nov 23, 2021 Why a gifting strategy still matters Nov 23, 2021
Nov 23, 2021 U.S. House passes the Build Back Better Act Nov 23, 2021
Nov 19, 2021 Businesses must navigate year-end tax planning with new tax laws potentially on the horizon Nov 19, 2021
Nov 11, 2021 The Infrastructure Investment and Jobs Act includes tax-related provisions you’ll want to know about Nov 11, 2021
Nov 11, 2021 Potential tax law changes hang over year-end tax planning for individuals Nov 11, 2021
Nov 5, 2021 Working remotely from “out of state” can be taxing Nov 5, 2021
Nov 5, 2021 5 tax planning tips for retirees Nov 5, 2021
Nov 5, 2021 Rental real estate - Determining if a property is a business or an investment Nov 5, 2021
Nov 5, 2021 Oops, you overfunded your 529 plan Nov 5, 2021
Nov 5, 2021 Are you liable for “nanny taxes”? Nov 5, 2021
Nov 5, 2021 A cost segregation study is one way to boost cash flow Nov 5, 2021
Nov 5, 2021 Estate planning for the young and affluent can be tricky Nov 5, 2021
Nov 5, 2021 Engaging in customer-focused strategic planning Nov 5, 2021
Nov 5, 2021 Do you have a will? Nov 5, 2021
Nov 5, 2021 Protect your business with a cybersecurity assessment Nov 5, 2021
Nov 5, 2021 Thinking about participating in your employer’s 401(k) plan? Here’s how it works Nov 5, 2021
Nov 5, 2021 What business owners should know about stop-loss insurance Nov 5, 2021
Nov 5, 2021 Opportunities and challenges: Valuation in the age of COVID-19 Nov 5, 2021
Nov 2, 2021 Worker classification is still important Nov 2, 2021
Nov 2, 2021 When can you deduct business-related meals . . . and how much can you deduct? Nov 2, 2021

October 2021

Oct 17, 2021 Don’t choose your executor too hastily Oct 17, 2021
Oct 17, 2021 Debate continues in Congress over proposed tax changes Oct 17, 2021
Oct 17, 2021 Don’t forget to take state estate taxes into account Oct 17, 2021
Oct 17, 2021 Estate planning pitfalls exist if a significant portion of your wealth is concentrated in a single stock Oct 17, 2021
Oct 15, 2021 Is your business tracking website metrics? Oct 15, 2021
Oct 13, 2021 4 ways to refine your cash flow forecasting Oct 13, 2021

September 2021

Sep 27, 2021 Is your power of attorney for property powerful enough? Sep 27, 2021
Sep 27, 2021 What are your options to pay for long-term care? Sep 27, 2021
Sep 27, 2021 Disasters and your taxes: What you need to know Sep 27, 2021
Sep 27, 2021 Opening a new location calls for careful planning Sep 27, 2021
Sep 14, 2021 Estate planning in a socially distanced environment Sep 14, 2021
Sep 14, 2021 3 essential estate planning strategies not to be ignored Sep 14, 2021
Sep 14, 2021 Expanding succession planning beyond ownership Sep 14, 2021
Sep 14, 2021 Think like a lender before applying for a business loan Sep 14, 2021
Sep 14, 2021 5 questions to ask about your marketing efforts Sep 14, 2021

August 2021

Aug 18, 2021 IRS additional guidance addresses COBRA assistance under ARPA Aug 18, 2021
Aug 18, 2021 Is your business underusing its accounting software? Aug 18, 2021
Aug 18, 2021 With a self-directed IRA, you choose your own investments Aug 18, 2021
Aug 10, 2021 IRS Creates Identity Protection PIN Opt-In Program for Taxpayers Aug 10, 2021
Aug 10, 2021 A family bank professionalizes intrafamily lending Aug 10, 2021
Aug 10, 2021 DEI programs are good for business Aug 10, 2021

July 2021

Jul 29, 2021 Keep family matters out of the public eye by avoiding probate Jul 29, 2021
Jul 29, 2021 Get serious about your strategic planning meetings Jul 29, 2021
Jul 23, 2021 Can a broken trust be fixed? Jul 23, 2021
Jul 22, 2021 Keeping remote sales sharp in the new normal Jul 22, 2021
Jul 20, 2021 A fresh look at CRTs, CRATs and CRUTs Jul 20, 2021
Jul 20, 2021 5 ways to take action on accounts receivable Jul 20, 2021
Jul 12, 2021 Who in a small business can be hit with the “Trust Fund Recovery Penalty?” Jul 12, 2021
Jul 12, 2021 Heading across state lines with your trust requires planning Jul 12, 2021
Jul 12, 2021 IRS extends administrative relief for 401(k) plans Jul 12, 2021
Jul 6, 2021 Does your estate plan address your grandchildren in a fair manner? Jul 6, 2021
Jul 6, 2021 10 facts about the pass-through deduction for qualified business income Jul 6, 2021

June 2021

Jun 30, 2021 Eligible Businesses: Claim the Employee Retention Tax Credit Jun 30, 2021
Jun 24, 2021 Are your company’s job descriptions pulling their weight? Jun 24, 2021
Jun 24, 2021 Make health care decisions while you’re healthy Jun 24, 2021
Jun 22, 2021 Members of the sandwich generation find themselves in a unique situation Jun 22, 2021
Jun 22, 2021 Don’t assume your profitable company has strong cash flow Jun 22, 2021
Jun 22, 2021 Traveling for business again? What can you deduct? Jun 22, 2021
Jun 15, 2021 2021 Q3 tax calendar: Key deadlines for businesses and other employers Jun 15, 2021
Jun 10, 2021 Help guide your family with a road map for your estate plan Jun 10, 2021
Jun 7, 2021 Recordkeeping DOs and DON’Ts for business meal and vehicle expenses Jun 7, 2021
Jun 3, 2021 Estate planning in the FAST lane Jun 3, 2021
Jun 3, 2021 The long and short of succession planning Jun 3, 2021
Jun 1, 2021 Are you holding a joint title to property with a family member or friend? Jun 1, 2021
Jun 1, 2021 Hiring your minor children this summer? Reap tax and nontax benefits Jun 1, 2021

May 2021

May 25, 2021 Protect your assets with a “hybrid” DAPT May 25, 2021
May 25, 2021 The IRS has announced 2022 amounts for Health Savings Accounts May 25, 2021
May 19, 2021 Getting max value out of your CRM software May 19, 2021
May 19, 2021 Beware of the “reciprocal trust” doctrine May 19, 2021
May 19, 2021 Look at your employee handbook with fresh eyes May 19, 2021
May 19, 2021 An S corporation could cut your self-employment tax May 19, 2021
May 10, 2021 Help ensure the IRS doesn’t reclassify independent contractors as employees May 10, 2021
May 10, 2021 A difficult decision: Choosing a guardian for your children May 10, 2021
May 4, 2021 Providing education assistance to employees? Follow these rules May 4, 2021

April 2021

Apr 29, 2021 4 reasons to revisit your powers of attorney Apr 29, 2021
Apr 29, 2021 Is your wellness program built on a solid foundation? Apr 29, 2021
Apr 27, 2021 Claiming the business energy credit for using alternative energy Apr 27, 2021
Apr 27, 2021 Should a tax apportionment clause be in your estate plan? Apr 27, 2021
Apr 21, 2021 Ensure competitive intelligence efforts are helpful, not harmful Apr 21, 2021
Apr 21, 2021 Spendthrift trusts aren’t just for spendthrifts Apr 21, 2021
Apr 21, 2021 What happens if your spouse fails to designate you as beneficiary of his or her IRA? Apr 21, 2021
Apr 21, 2021 Simple retirement savings options for your small business Apr 21, 2021
Apr 21, 2021 Changes to premium tax credit could increase penalty risk for some businesses Apr 21, 2021
Apr 21, 2021 Know the ins and outs of “reasonable compensation” for a corporate business owner Apr 21, 2021
Apr 7, 2021 Providing optimal IT support for remote employees Apr 7, 2021
Apr 7, 2021 Keep it all in the family: Transferring your vacation home Apr 7, 2021
Apr 7, 2021 Tax advantages of hiring your child at your small business Apr 7, 2021

March 2021

Mar 30, 2021 Need a new business vehicle? Consider a heavy SUV Mar 30, 2021
Mar 27, 2021 A revocable living trust works only if you properly fund it Mar 27, 2021
Mar 22, 2021 Is an S corporation the best choice of entity for your business? Mar 22, 2021
Mar 22, 2021 IRS Extends 2020 Tax Filing Deadline Mar 22, 2021
Mar 21, 2021 Do you need to file a gift tax return? Mar 21, 2021
Mar 16, 2021 Dissecting the contents of a will Mar 16, 2021
Mar 11, 2021 5 ways to streamline and energize your sales process Mar 11, 2021
Mar 11, 2021 Launching a small business? Here are some tax considerations Mar 11, 2021
Mar 8, 2021 Creating an education legacy using a family education trust Mar 8, 2021
Mar 2, 2021 Work Opportunity Tax Credit extended through 2025 Mar 2, 2021

February 2021

Feb 27, 2021 Take control of your charitable donations using restrictions Feb 27, 2021
Feb 27, 2021 Should your business add Roth contributions to its 401(k)? Feb 27, 2021
Feb 23, 2021 If you run a business from home, you could qualify for home office deductions Feb 23, 2021
Feb 22, 2021 Life insurance loan: Yay or nay Feb 22, 2021
Feb 17, 2021 Building customers’ trust in your website Feb 17, 2021
Feb 17, 2021 What are the tax implications of buying or selling a business? Feb 17, 2021
Feb 16, 2021 The many uses of a SWOT analysis Feb 16, 2021
Feb 9, 2021 Many tax amounts affecting businesses have increased for 2021 Feb 9, 2021
Feb 9, 2021 Are your supervisors adept at multigenerational management? Feb 9, 2021
Feb 1, 2021 View your financial statements through the right lens Feb 1, 2021
Feb 1, 2021 The cents-per-mile rate for business miles decreases again for 2021 Feb 1, 2021

January 2021

Jan 25, 2021 The new Form 1099-NEC and the revised 1099-MISC are due to recipients soon Jan 25, 2021
Jan 25, 2021 Getting more for your marketing dollars in 2021 Jan 25, 2021
Jan 14, 2021 Blockchain beckons businesses … still Jan 14, 2021

December 2020

Dec 30, 2020 Ring in the new year with a renewed focus on profitability Dec 30, 2020
Dec 29, 2020 2021 Q1 tax calendar: Key deadlines for businesses and other employers Dec 29, 2020
Dec 29, 2020 The right entity choice: Should you convert from a C to an S corporation? Dec 29, 2020
Dec 29, 2020 Prevent and detect insider cyberattacks Dec 29, 2020
Dec 17, 2020 Gig workers, know your tax responsibilities Dec 17, 2020
Dec 17, 2020 5 tips for safe intrafamily loans Dec 17, 2020
Dec 16, 2020 Rightsizing your sales force Dec 16, 2020
Dec 16, 2020 Drive more savings to your business with the heavy SUV tax break Dec 16, 2020
Dec 11, 2020 Should you add a technology executive to your staff? Dec 11, 2020
Dec 8, 2020 Post-Election Possible Tax Law Changes – “Biden’s Plan” Dec 8, 2020
Dec 8, 2020 The QBI deduction basics and a year-end tax tip that might help you qualify Dec 8, 2020
Dec 2, 2020 Small businesses: Cash in on depreciation tax savers Dec 2, 2020
Dec 2, 2020 Lessons of 2020: Change management Dec 2, 2020
Dec 2, 2020 Family business owners must weave together succession and estate planning Dec 2, 2020

November 2020

Nov 24, 2020 The importance of S corporation basis and distribution elections Nov 24, 2020
Nov 23, 2020 Putting the finishing touches on next year’s budget Nov 23, 2020
Nov 18, 2020 Health Savings Accounts for your small business Nov 18, 2020
Nov 12, 2020 Hit the target with your email marketing Nov 12, 2020
Nov 10, 2020 Do you want to withdraw cash from your closely held corporation at a low tax cost? Nov 10, 2020
Nov 6, 2020 How to avoid tax scams Nov 6, 2020
Nov 6, 2020 Rolling over capital gains into a qualified opportunity fund Nov 6, 2020
Nov 6, 2020 The ins and outs of the easing of loss limitation rules Nov 6, 2020
Nov 6, 2020 When 15-year depreciation for QIP might be better than 100% bonus depreciation Nov 6, 2020
Nov 6, 2020 Relaxed limit on business interest deductions Nov 6, 2020
Nov 6, 2020 Should you go phishing with your employees? Nov 6, 2020

October 2020

Oct 29, 2020 Now more than ever, carefully track payroll records Oct 29, 2020
Oct 27, 2020 New business? It’s a good time to start a retirement plan Oct 27, 2020
Oct 22, 2020 Inventory management is especially important this year Oct 22, 2020
Oct 20, 2020 The 2021 “Social Security wage base” is increasing Oct 20, 2020
Oct 15, 2020 Reviewing your disaster plan in a tumultuous year Oct 15, 2020
Oct 15, 2020 Understanding the passive activity loss rules Oct 15, 2020
Oct 8, 2020 4 steps to improving your company’s sales Oct 8, 2020
Oct 5, 2020 The easiest way to survive an IRS audit is to get ready in advance Oct 5, 2020

September 2020

Sep 30, 2020 Reinforce protection of your company’s mobile devices Sep 30, 2020
Sep 29, 2020 The tax rules for deducting the computer software costs of your business Sep 29, 2020
Sep 24, 2020 IRS announces per diem rates for business travel Sep 24, 2020
Sep 21, 2020 Business website costs: How to handle them for tax purposes Sep 21, 2020
Sep 17, 2020 Weighing the risks vs. rewards of a mezzanine loan Sep 17, 2020
Sep 10, 2020 Prioritize customer service now more than ever Sep 10, 2020
Sep 2, 2020 ESOPs offer businesses a variety of potential benefits Sep 2, 2020

August 2020

Aug 31, 2020 5 key points about bonus depreciation Aug 31, 2020
Aug 26, 2020 Helping employees understand their health care accounts Aug 26, 2020
Aug 19, 2020 Take a fresh look at your company’s brand Aug 19, 2020
Aug 13, 2020 5 common accounting software mistakes to avoid Aug 13, 2020
Aug 6, 2020 Thoughtful onboarding is more important than ever Aug 6, 2020
Aug 3, 2020 File cash transaction reports for your business — on paper or electronically Aug 3, 2020

July 2020

Jul 30, 2020 Strengthen your supply chain with constant risk awareness Jul 30, 2020
Jul 29, 2020 Why do partners sometimes report more income on tax returns than they receive in cash? Jul 29, 2020
Jul 20, 2020 Even if no money changes hands, bartering is a taxable transaction Jul 20, 2020
Jul 16, 2020 Does your business have a unique selling proposition? Jul 16, 2020
Jul 13, 2020 Businesses: Get ready for the new Form 1099-NEC Jul 13, 2020
Jul 9, 2020 6 key IT questions to ask in the new normal Jul 9, 2020
Jul 7, 2020 Steer clear of the Trust Fund Recovery Penalty Jul 7, 2020

June 2020

Jun 29, 2020 Haven’t filed your 2019 business tax return yet? There may be ways to chip away at your bill Jun 29, 2020
Jun 23, 2020 Launching a business? How to treat start-up expenses on your tax return Jun 23, 2020
Jun 22, 2020 Infographic: How businesses can qualify for the Fed’s new Main Street Lending Program. Jun 22, 2020
Jun 17, 2020 Overview of the CARES Act and Paycheck Protection Program with Partner Vincent Gotko Jun 17, 2020
Jun 17, 2020 Re-evaluate your company’s competitiveness in a changed economy Jun 17, 2020
Jun 15, 2020 Good records are the key to tax deductions and trouble-free IRS audits Jun 15, 2020
Jun 8, 2020 Rioting damage at your business? You may be able to claim casualty loss deductions Jun 8, 2020
Jun 3, 2020 Does your company have an emergency succession plan? Jun 3, 2020
Jun 1, 2020 Business meal deductions: The current rules amid proposed changes Jun 1, 2020

May 2020

May 27, 2020 Businesses revise sales compensation models during pandemic May 27, 2020
May 26, 2020 IRS releases 2021 amounts for Health Savings Accounts May 26, 2020
May 20, 2020 Attuning your social media strategy to the pandemic May 20, 2020
May 13, 2020 How to succeed at virtual team building May 13, 2020

April 2020

Apr 29, 2020 Adjust your expectations of business interruption coverage Apr 29, 2020
Apr 28, 2020 Hiring independent contractors? Make sure they’re properly classified Apr 28, 2020
Apr 24, 2020 IRS extends some (but not all) employee benefit plan deadlines Apr 24, 2020
Apr 21, 2020 New COVID-19 law makes favorable changes to “qualified improvement property” Apr 21, 2020
Apr 13, 2020 Relief from not making employment tax deposits due to COVID-19 tax credits Apr 13, 2020
Apr 6, 2020 Answers to questions about the CARES Act employee retention tax credit Apr 6, 2020
Apr 2, 2020 Using your financial statements during an economic crisis Apr 2, 2020

March 2020

Mar 23, 2020 Coronavirus (COVID-19): Tax relief for small businesses Mar 23, 2020
Mar 19, 2020 The difference between a mission statement and a vision statement Mar 19, 2020
Mar 16, 2020 Small business owners still have time to set up a SEP plan for last year Mar 16, 2020
Mar 12, 2020 Marketing is a game of adjustments Mar 12, 2020
Mar 10, 2020 Determine a reasonable salary for a corporate business owner Mar 10, 2020
Mar 4, 2020 How’s your buy-sell agreement doing these days? Mar 4, 2020
Mar 3, 2020 Work Opportunity Tax Credit extended through 2020 Mar 3, 2020

February 2020

Feb 26, 2020 Give your 401(k) plan a checkup at least once a year Feb 26, 2020
Feb 24, 2020 How business owners may be able to reduce tax by using an S corporation Feb 24, 2020
Feb 24, 2020 Do you want to go into business for yourself? Feb 24, 2020
Feb 13, 2020 How to make the most of your multigenerational workforce Feb 13, 2020
Feb 5, 2020 Getting help with a business interruption insurance claim Feb 5, 2020
Feb 3, 2020 Do your employees receive tips? You may be eligible for a tax credit Feb 3, 2020

January 2020

Jan 31, 2020 Numerous tax limits affecting businesses have increased for 2020 Jan 31, 2020
Jan 22, 2020 3 best practices for achieving organic sales growth Jan 22, 2020
Jan 16, 2020 What can AI do for my business? Jan 16, 2020
Jan 13, 2020 New rules will soon require employers to annually disclose retirement income to employees Jan 13, 2020
Jan 6, 2020 New law helps businesses make their employees’ retirement secure Jan 6, 2020
Jan 3, 2020 Cost management: A budget’s best friend Jan 3, 2020

December 2019

Dec 30, 2019 5 ways to strengthen your business for the new year Dec 30, 2019
Dec 30, 2019 Wayfair revisited — It’s time to review your sales tax obligations Dec 30, 2019
Dec 19, 2019 Stretch your marketing dollars further with smart strategies Dec 19, 2019
Dec 16, 2019 The tax implications if your business engages in environmental cleanup Dec 16, 2019
Dec 16, 2019 Special Edition: It May Not Be Not Too Late To Cut Your 2019 Taxes Dec 16, 2019
Dec 12, 2019 What’s the right device policy for your company? Dec 12, 2019
Dec 12, 2019 Look in the mirror and identify your company culture Dec 12, 2019
Dec 4, 2019 What lenders look for in a succession plan Dec 4, 2019
Dec 2, 2019 Holiday parties and gifts can help show your appreciation and provide tax breaks Dec 2, 2019

November 2019

Nov 26, 2019 2 valuable year-end tax-saving tools for your business Nov 26, 2019
Nov 22, 2019 Bridging the gap between budgeting and risk management Nov 22, 2019
Nov 14, 2019 3 key traits of every successful salesperson Nov 14, 2019
Nov 11, 2019 Small businesses: Get ready for your 1099-MISC reporting requirements Nov 11, 2019
Nov 6, 2019 Is multicloud computing right for your business? Nov 6, 2019
Nov 4, 2019 Small businesses: Stay clear of a severe payroll tax penalty Nov 4, 2019

October 2019

Oct 30, 2019 A shadow board could shed light on your company’s best future Oct 30, 2019
Oct 28, 2019 Thinking about converting from a C corporation to an S corporation? Oct 28, 2019
Oct 23, 2019 At the very least, update the financials in your business plan Oct 23, 2019
Oct 23, 2019 Accelerate depreciation deductions with a cost segregation study Oct 23, 2019
Oct 17, 2019 Deciding whether a merger or acquisition is the right move Oct 17, 2019
Oct 17, 2019 Setting up a Health Savings Account for your small business Oct 17, 2019
Oct 14, 2019 Tax Guide: Individual Gift Tax Return Oct 14, 2019
Oct 14, 2019 Tax Guide: Business Repair vs. Improvement Oct 14, 2019
Oct 14, 2019 Tax Guide: Individual Investment Accounts Oct 14, 2019
Oct 14, 2019 Tax Guide: Individual Charitable IRA Rollover Oct 14, 2019
Oct 14, 2019 Tax Guide: Business Loss Deductions Oct 14, 2019
Oct 9, 2019 6 ways to ensure your marketing plan drives sales Oct 9, 2019
Oct 9, 2019 Understanding and controlling the unemployment tax costs of your business Oct 9, 2019
Oct 7, 2019 Kiddie tax: New hazards, new opportunities Oct 7, 2019
Oct 7, 2019 Meal, travel and entertainment expenses: Know what’s deductible and properly substantiate Oct 7, 2019
Oct 7, 2019 The TCJA limit on interest expense deductions... Does it affect your business? Oct 7, 2019

September 2019

Sep 30, 2019 The chances of an IRS audit are low, but business owners should be prepared Sep 30, 2019
Sep 26, 2019 Does your team know the profitability game plan? Sep 26, 2019
Sep 23, 2019 How to treat your business website costs for tax purposes Sep 23, 2019
Sep 19, 2019 How to research a business customer’s creditworthiness Sep 19, 2019
Sep 16, 2019 5 ways to withdraw cash from your corporation while avoiding dividend treatment Sep 16, 2019
Sep 13, 2019 For best results, start your strategic planning early Sep 13, 2019
Sep 5, 2019 Putting together the succession planning and retirement planning puzzle Sep 5, 2019
Sep 4, 2019 The key to retirement security is picking the right plan for your business Sep 4, 2019

August 2019

Aug 31, 2019 Some business owners can’t participate in their own companies’ HRAs Aug 31, 2019
Aug 28, 2019 The tax implications of a company car Aug 28, 2019
Aug 26, 2019 Dashboard software helps you keep your eyes on the prize Aug 26, 2019
Aug 26, 2019 Should you elect S corporation status? Aug 26, 2019
Aug 26, 2019 4 tough questions to ask about your sales department Aug 26, 2019
Aug 13, 2019 What to do if your business receives a “no-match” letter Aug 13, 2019
Aug 8, 2019 Is it time to hire a CFO or controller? Aug 8, 2019
Aug 5, 2019 The IRS is targeting business transactions in bitcoin and other virtual currencies Aug 5, 2019
Aug 5, 2019 Taking a long-term approach to certain insurance documentation Aug 5, 2019
Aug 2, 2019 The IRS to Contact Virtual Currency Owners Aug 2, 2019

July 2019

Jul 30, 2019 Take a closer look at home office deductions Jul 30, 2019
Jul 24, 2019 Run your strategic-planning meetings like they really matter Jul 24, 2019
Jul 23, 2019 Businesses can utilize the same information IRS auditors use to examine tax returns Jul 23, 2019
Jul 17, 2019 The 1-2-3 of B2B marketing Jul 17, 2019
Jul 15, 2019 It’s a good time to buy business equipment and other depreciable property Jul 15, 2019
Jul 15, 2019 Is your accounting software living up to the hype? Jul 15, 2019
Jul 8, 2019 M&A transactions: Avoid surprises from the IRS Jul 8, 2019
Jul 5, 2019 Odd word, cool concept: Gamification for businesses Jul 5, 2019
Jul 1, 2019 Bartering: A taxable transaction even if your business exchanges no cash Jul 1, 2019
Jul 1, 2019 Grading the performance of your company’s retirement plan Jul 1, 2019

June 2019

Jun 27, 2019 Infographic: What’s the best tool for detecting fraud? Jun 27, 2019
Jun 27, 2019 Which entity is most suitable for your new or existing business? Jun 27, 2019
Jun 19, 2019 Put a number on your midyear performance with the right KPIs Jun 19, 2019
Jun 12, 2019 Could you unearth hidden profits in your company? Jun 12, 2019
Jun 10, 2019 Hiring this summer? You may qualify for a valuable tax credit Jun 10, 2019
Jun 5, 2019 Your succession plan may benefit from a separation of business and real estate Jun 5, 2019
Jun 4, 2019 Employers: Be aware (or beware) of a harsh payroll tax penalty Jun 4, 2019

May 2019

May 30, 2019 Targeting and converting your company’s sales prospects May 30, 2019
May 28, 2019 Tax-smart domestic travel: Combining business with pleasure May 28, 2019
May 22, 2019 Build long-term relationships with CRM software May 22, 2019
May 21, 2019 Hire your children this summer: Everyone wins May 21, 2019
May 19, 2019 Infographic: How valuators adjust a financial picture May 19, 2019
May 15, 2019 The simple truth about annual performance reviews May 15, 2019
May 14, 2019 Consider a Roth 401(k) plan — and make sure employees use it May 14, 2019
May 12, 2019 Buy vs. lease: Business equipment edition May 12, 2019
May 12, 2019 What type of expenses can’t be written off by your business? May 12, 2019
May 3, 2019 Should your health care plan be more future-focused? May 3, 2019

April 2019

Apr 29, 2019 Employee vs. independent contractor: How should you handle worker classification? Apr 29, 2019
Apr 29, 2019 Prepare for the worst with a business turnaround strategy Apr 29, 2019
Apr 29, 2019 How entrepreneurs must treat expenses on their tax returns Apr 29, 2019
Apr 17, 2019 Effective social media marketing calls for a measured approach Apr 17, 2019
Apr 15, 2019 Deducting business meal expenses under today’s tax rules Apr 15, 2019
Apr 11, 2019 Responding to the nightmare of a data breach Apr 11, 2019
Apr 8, 2019 Divorcing business owners need to pay attention to tax implications Apr 8, 2019
Apr 8, 2019 Present yet unaccounted for: The problem of presenteeism Apr 8, 2019
Apr 8, 2019 Understanding how taxes factor into an M&A transaction Apr 8, 2019
Apr 8, 2019 An implementation plan is key to making strategic goals a reality Apr 8, 2019
Apr 8, 2019 Could your business benefit from the tax credit for family and medical leave? Apr 8, 2019

March 2019

Mar 29, 2019 Be vigilant about your business credit score Mar 29, 2019
Mar 26, 2019 Infographic: How to get (tax) credit for your home’s green energy upgrades. Mar 26, 2019
Mar 13, 2019 5 ways to give your sales staff the support they really need Mar 13, 2019
Mar 11, 2019 There’s still time for small business owners to set up a SEP retirement plan for last year Mar 11, 2019
Mar 9, 2019 Using knowledge management to develop your succession plan Mar 9, 2019
Mar 5, 2019 Will leasing equipment or buying it be more tax efficient for your business? Mar 5, 2019

February 2019

Feb 27, 2019 Are your employees ignoring their 401(k)s? Feb 27, 2019
Feb 26, 2019 Beware the Ides of March — if you own a pass-through entity Feb 26, 2019
Feb 24, 2019 Advantages of 529 Education Savings Plans Feb 24, 2019
Feb 20, 2019 Don’t let scope creep ruin your next IT project Feb 20, 2019
Feb 19, 2019 The home office deduction: Actual expenses vs. the simplified method Feb 19, 2019
Feb 14, 2019 Best practices when filing a business interruption claim Feb 14, 2019
Feb 12, 2019 When are LLC members subject to self-employment tax? Feb 12, 2019
Feb 7, 2019 Financial statements tell your business’s story, inside and out Feb 7, 2019
Feb 4, 2019 Fundamental tax truths for C corporations Feb 4, 2019

January 2019

Jan 31, 2019 Refine your strategic plan with SWOT Jan 31, 2019
Jan 29, 2019 The New Revenue Recognition Standard: What You Need to Know Jan 29, 2019
Jan 29, 2019 Depreciation-related breaks on business real estate: What you need to know when you file your 2018 return Jan 29, 2019
Jan 25, 2019 Is your business stuck in the mud with its marketing plan? Jan 25, 2019
Jan 22, 2019 Many tax-related limits affecting businesses increase for 2019 Jan 22, 2019
Jan 20, 2019 New tax law enhances the appeal of C corporations Jan 20, 2019
Jan 20, 2019 Getting wise to the rise of “smart” buildings Jan 20, 2019
Jan 15, 2019 Higher mileage rate may mean larger tax deductions for business miles in 2019 Jan 15, 2019
Jan 12, 2019 7 Tips to Reduce the Risk of Financial Loss in Your Business Jan 12, 2019
Jan 12, 2019 4 business functions you could outsource right now Jan 12, 2019
Jan 12, 2019 Is there still time to pay 2018 bonuses and deduct them on your 2018 return? Jan 12, 2019
Jan 2, 2019 Economic damages: Recovering what was lost Jan 2, 2019
Jan 2, 2019 A refresher on major tax law changes for small business owners Jan 2, 2019

December 2018

Dec 27, 2018 Make sure the price is right with market research Dec 27, 2018
Dec 27, 2018 IRS says business meal deductions still apply Dec 27, 2018
Dec 27, 2018 Business owners: An exit strategy should be part of your tax planning Dec 27, 2018
Dec 20, 2018 Do your long-term customers know everything about you? Dec 20, 2018
Dec 18, 2018 SWOT Away Your Company's Biggest Risks Dec 18, 2018
Dec 18, 2018 Getting ahead of the curve on emerging technologies Dec 18, 2018
Dec 18, 2018 Can a PTO contribution arrangement help your employees and your business? Dec 18, 2018
Dec 5, 2018 Family businesses need succession plans, too Dec 5, 2018

November 2018

Nov 29, 2018 Devote some time to internal leadership development Nov 29, 2018
Nov 27, 2018 Estimates vs. actuals: Was your 2018 budget reasonable? Nov 27, 2018
Nov 27, 2018 A Hidden Issue with the New Wayfair Case Nov 27, 2018
Nov 27, 2018 When holiday gifts and parties are deductible or taxable Nov 27, 2018
Nov 25, 2018 Powers of attorney can be vital documents Nov 25, 2018
Nov 20, 2018 Tax reform expands availability of cash accounting Nov 20, 2018
Nov 14, 2018 It’s not too late: You can still set up a retirement plan for 2018 Nov 14, 2018
Nov 11, 2018 Make your charitable gift a work of art Nov 11, 2018
Nov 6, 2018 Buy business assets before year end to reduce your 2018 tax liability Nov 6, 2018
Nov 4, 2018 Choosing between a calendar year and a fiscal year Nov 4, 2018
Nov 4, 2018 A cost segregation study can accelerate depreciation deductions Nov 4, 2018
Nov 4, 2018 ESOPs offer a tax-efficient exit strategy for business owners Nov 4, 2018
Nov 1, 2018 Change management doesn’t have to be scary Nov 1, 2018

October 2018

Oct 30, 2018 Research credit available to some businesses for the first time Oct 30, 2018
Oct 24, 2018 Reduce insurance costs by encouraging employee wellness Oct 24, 2018
Oct 24, 2018 Selling your business? Defer — and possibly reduce — tax with an installment sale Oct 24, 2018
Oct 18, 2018 Year-end business tax planning Oct 18, 2018
Oct 18, 2018 Following the ABCs of customer assessment Oct 18, 2018
Oct 16, 2018 Now’s the time to review your business expenses Oct 16, 2018
Oct 16, 2018 FMD Sponsors Murals in the Market hosted by 1xRUN, LLC Oct 16, 2018
Oct 11, 2018 Tax-free fringe benefits help small businesses and their employees Oct 11, 2018
Oct 9, 2018 FMD Hosts Team-Building Mixer at Rebel Nell Oct 9, 2018
Oct 3, 2018 A strong BYOD policy combines convenience with security Oct 3, 2018
Oct 3, 2018 Could a cost segregation study help you accelerate depreciation deductions? Oct 3, 2018

September 2018

Sep 27, 2018 Businesses aren’t immune to tax identity theft Sep 27, 2018
Sep 27, 2018 Dig out your business plan to prepare for the year ahead Sep 27, 2018
Sep 20, 2018 Keeping a king in the castle with a well-maintained cash reserve Sep 20, 2018
Sep 20, 2018 Be sure your employee travel expense reimbursements will pass muster with the IRS Sep 20, 2018
Sep 13, 2018 Are you ready to expand to a second location? Sep 13, 2018
Sep 13, 2018 2018 Q4 tax calendar: Key deadlines for businesses and other employers Sep 13, 2018
Sep 10, 2018 Prepare for valuation issues in your buy-sell agreement Sep 10, 2018
Sep 4, 2018 How to reduce the tax risk of using independent contractors Sep 4, 2018

August 2018

Aug 29, 2018 HSA + HDHP can be a winning health benefits formula Aug 29, 2018
Aug 27, 2018 Ideas to Help Detect Email Scams Aug 27, 2018
Aug 27, 2018 Keep it SIMPLE: A tax-advantaged retirement plan solution for small businesses Aug 27, 2018
Aug 21, 2018 High-tax states consider SALT countermoves Aug 21, 2018
Aug 21, 2018 Assessing the S corp Aug 21, 2018
Aug 21, 2018 6 ways to get more value from an IT consultant Aug 21, 2018
Aug 21, 2018 Purpose, Objectives, and Benefits of the Independent Audit Aug 21, 2018
Aug 21, 2018 Tips for Cost-Effective Internal Control Aug 21, 2018
Aug 21, 2018 Independent Auditor Assistance Aug 21, 2018
Aug 21, 2018 All About the Audit Process Aug 21, 2018
Aug 20, 2018 Choosing the right accounting method for tax purposes Aug 20, 2018
Aug 9, 2018 FMD Supports Special Olympics Event at Pine Trace Golf Club Aug 9, 2018
Aug 9, 2018 Contemplating compensation increases and pay for performance Aug 9, 2018
Aug 6, 2018 An FLP can save tax in a family business succession Aug 6, 2018
Aug 1, 2018 Is there a weak link in your supply chain? Aug 1, 2018

July 2018

Jul 31, 2018 Do you qualify for the home office deduction? Jul 31, 2018
Jul 25, 2018 Get SMART When It Comes to Setting Strategic Goals Jul 25, 2018
Jul 23, 2018 Wayfair Sales Tax Case Jul 23, 2018
Jul 23, 2018 Business deductions for meal, vehicle and travel expenses: Document, document, document Jul 23, 2018
Jul 18, 2018 CLOSE-UP ON THE NEW QBI DEDUCTION’S WAGE LIMIT Jul 18, 2018
Jul 18, 2018 Education as a small-business fringe benefit Jul 18, 2018
Jul 18, 2018 How the new tax law affects 529 plans Jul 18, 2018
Jul 11, 2018 3 keys to a successful accounting system upgrade Jul 11, 2018
Jul 10, 2018 How to avoid getting hit with payroll tax penalties Jul 10, 2018
Jul 9, 2018 Is your inventory getting the better of you? Jul 9, 2018
Jul 2, 2018 Does your business have to begin collecting sales tax on all out-of-state online sales? Jul 2, 2018

June 2018

Jun 27, 2018 Finding a 401(k) that’s right for your business Jun 27, 2018
Jun 25, 2018 Choosing the best business entity structure post-TCJA Jun 25, 2018
Jun 20, 2018 Run The Numbers Before You Extend Customer Credit Jun 20, 2018
Jun 18, 2018 Infographic: Tools to help you reach major financial goals Jun 18, 2018
Jun 13, 2018 A midyear review should go beyond financials Jun 13, 2018
Jun 8, 2018 Could a long-term deal ease your succession planning woes? Jun 8, 2018
Jun 5, 2018 What businesses need to know about the tax treatment of bitcoin and other virtual currencies Jun 5, 2018

May 2018

May 30, 2018 Bookings vs. shippings: A sales flash report primer May 30, 2018
May 29, 2018 Putting your child on your business’s payroll for the summer may make more tax sense than ever May 29, 2018
May 23, 2018 Ask the right questions about your IT strategy May 23, 2018
May 21, 2018 4 ways to encourage innovation in customer service May 21, 2018
May 21, 2018 The TCJA changes some rules for deducting pass-through business losses May 21, 2018
May 14, 2018 Can you deduct business travel when it’s combined with a vacation? May 14, 2018
May 9, 2018 How Auditor Communications Can Help You May 9, 2018
May 9, 2018 Is a Limited Scope Audit Right for Your Clients? May 9, 2018
May 9, 2018 Why is a Financial Statement Audit Important? May 9, 2018
May 9, 2018 Cost control takes a total team effort May 9, 2018
May 8, 2018 IRS Audit Techniques Guides provide clues to what may come up if your business is audited May 8, 2018
May 2, 2018 Say, just how competitive is your business anyway? May 2, 2018

April 2018

Apr 30, 2018 A review of significant TCJA provisions affecting small businesses Apr 30, 2018
Apr 26, 2018 Manage health benefits costs with a multipronged approach Apr 26, 2018
Apr 23, 2018 Tax document retention guidelines for small businesses Apr 23, 2018
Apr 20, 2018 No tax deductions for business entertaining Apr 20, 2018
Apr 20, 2018 The new tax law will change divorce tactics Apr 20, 2018
Apr 17, 2018 TCJA changes to employee benefits tax breaks: 4 negatives and a positive Apr 17, 2018
Apr 15, 2018 Fun fact: What’s the connection between the dollar and the Spanish peso? Apr 15, 2018
Apr 10, 2018 A net operating loss on your 2017 tax return isn’t all bad news Apr 10, 2018
Apr 4, 2018 3 ways to supercharge your supervisors Apr 4, 2018

March 2018

Mar 30, 2018 The Importance of a Quality Plan Audit Mar 30, 2018
Mar 30, 2018 What to Look for When Hiring an Employee Benefit Plan Auditor? Mar 30, 2018
Mar 30, 2018 How Are You Preparing for Your Employee Benefit Plan Audit? Mar 30, 2018
Mar 19, 2018 Defer Tax with a Section 1031 Exchange, but New Limits Apply this Year Mar 19, 2018
Mar 18, 2018 New Tax Deduction for Pass-through Entities Mar 18, 2018
Mar 18, 2018 Home Equity Hassle Mar 18, 2018
Mar 18, 2018 Positive Prognosis for Medical Deductions Mar 18, 2018
Mar 18, 2018 Are State and Local Taxes Reasons for Relocation? Mar 18, 2018
Mar 18, 2018 Regard Roth Conversions Carefully Mar 18, 2018
Mar 18, 2018 Rethinking Retirement Contributions Mar 18, 2018
Mar 18, 2018 Know Your True Tax Rate Mar 18, 2018
Mar 17, 2018 Patience is Prudent Mar 17, 2018
Mar 17, 2018 Infographic: Under the new tax law you can’t deduct hobby expenses. Mar 17, 2018
Mar 13, 2018 Make sure repairs to tangible property were actually repairs before you deduct the cost Mar 13, 2018
Mar 9, 2018 7 ways to prepare your business for sale Mar 9, 2018
Mar 9, 2018 Sec. 179 expensing provides small businesses tax savings on 2017 returns — and more savings in the future Mar 9, 2018

February 2018

Feb 21, 2018 Tax credit for hiring from certain “target groups” can provide substantial tax savings Feb 21, 2018
Feb 19, 2018 Use benchmarking to swim with the big fish Feb 19, 2018
Feb 19, 2018 Turning employee ideas into profitable results Feb 19, 2018
Feb 19, 2018 Small business owners: A SEP may give you one last 2017 tax and retirement saving opportunity Feb 19, 2018
Feb 19, 2018 Claiming Bonus Depreciation on Your 2017 Tax Return May be Particularly Beneficial Feb 19, 2018
Feb 18, 2018 Two Five-Year Tests for Roth IRAs Feb 18, 2018

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