Category: Newsletters

Nearly everyone should consider updating his or her estate plan. This is smart advice even if you're not currently exposed to the federal estate tax. Year-end can be a convenient time to reflect on major Read More

In the past, home office deductions were available to a wide range of taxpayers, including certain employees who worked from home. But the Tax Cuts and Jobs Act (TCJA) has effectively eliminated home office deductions Read More

Before 401(k) plans burst onto the employee benefit scene in the 1980s and traditional pension plans had not yet gone nearly extinct, there were profit-sharing plans. The purpose of these plans, as the name suggests, Read More

Every not-for-profit develops a culture over time, often defining the organization. However, even if your group's been successful in the past, a change in culture could be a change for the better.   Warning Signs Read More

IRS Revenue Ruling 59-60 is an essential building block of modern appraisal practice. It identifies "the condition and outlook of the specific industry" as one of the factors to consider when valuing a private business. Read More

A good salesperson is usually able to get to the negotiating table. Once there, however, it takes a great salesperson to close the deal. The difference often comes down to an ability to negotiate skillfully. Read More

Estate planning isn't just for the rich and famous. Many people mistakenly think that they don't need an estate plan anymore because of the latest tax law changes. While it's true that the Tax Cuts Read More

In today's electronic age when businesses look for new ways to improve profit, we sometimes forget that simple, time-honored gestures often work best. And it takes only two words: Thank You! Writing thank you notes Read More

Chances are, you have some great ideas on ways to increase profits at your company. But it takes more than ideas to make progress. It takes specific goals and a plan that will put feet Read More

Five Rules That Open the Gates Chances are, you've lost a sale that you thought was in the bag. It happens. The way to improve the odds of success is to learn and follow the Read More