Category: Newsletters

Is the amount of inventory on your company's balance sheet accurate? Depending on the nature of a company's operations, its balance sheet may include inventory, consisting of raw materials, work-in-progress and/or finished goods. Inventory items Read More

An IRA rollover is usually a tax-smart move, because it allows you to continue to defer taxes on the amount you roll over. But Congress has laid traps for the unwary. Here's how to avoid Read More

The Employee Retention Credit (“ERC”) was originally enacted as part of the first wave of pandemic relief in March of 2020. Since then, it has been modified and expanded to make many small businesses eligible. Read More

The Creating Helpful Incentives to Produce Semiconductors for America Act (CHIPS Act) recently became law as part of the CHIPS and Science Act of 2022. Among other things, the new law provides more than $52 Read More

Many contractors prioritize business financial management over personal wealth management. It's an easy trap to fall into given how competitive the construction industry can be. Let's discuss some ways to manage your wealth while you Read More

Business borrowers aren't just facing higher interest rates today. The terms of new loans have also become more restrictive. Nearly a quarter of senior loan officers reported tighter standards for commercial and industrial loans in Read More

If your not-for-profit focuses most of its fundraising energy on donors who can contribute to your mission and programs now, you may have neglected legacy gifts. Such gifts represent a portion of wealthy donors' estates Read More

On June 22, the Financial Accounting Standards Board (FASB) unanimously voted to add a project to its rulemaking agenda to modernize the accounting and disclosure rules for reporting software costs. Here's an overview of the Read More

If you're a business owner, you may already be familiar with buy-sell agreements. These legal documents set rules for the disposition of owners' business interests should they die, become disabled, get divorced or withdraw from Read More

In today's tough economy, you may find yourself struggling to cover your day-to-day expenses. But rising interest rates are making traditional loans more expensive. In such an environment, you might consider borrowing funds from your Read More