A living trust is a cornerstone of many estate plans. During your life, you can serve as the trustee and manage the assets just as you would…Read More
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5 common sources of substantive audit evidence
Do you understand how auditors verify account balances and transactions? This knowledge can minimize disruptions when the audit team visits your facilities and maximize the effectiveness of…Read More
Address your pet in your estate plan using a pet trust
If you’re an animal lover, a pet is a member of the family — sometimes even more so than flesh-and-blood. So you want to ensure that your…Read More
Do your financial statements contain hidden messages?
Over time, many business owners develop a sixth sense: They learn how to “read” a financial statement by computing financial ratios and comparing them to the company’s…Read More
Tax reform and estate planning: What’s on the table
As Congress and President Trump pursue their stated goal of passing sweeping new tax legislation before the end of the year, many taxpayers are wondering how such…Read More
Boardroom and management diversity adds value
Diversity in a company’s board of directors and its management team helps enhance corporate value. The Securities and Exchange Commission (SEC) already requires limited disclosures on boardroom…Read More
Demystifying the audit process
Ready, set, audit! A clear understanding of what happens behind the scenes can make your financial statement audit more efficient and effective.Read More
Take advantage of your gift tax annual exclusion for the holidays
Make the holidays bright for you and your loved ones with annual exclusion giftsRead More
Understand Your Social Security Retirement Benefits
For years, people have questioned the viability of the Social Security system going forward. In July, the Social Security Board of Trustees released its annual report on the…Read More
Business ID Theft: Is Your Data at Risk?
The IRS and state tax authorities have made significant strides in curbing individual identity theft over the last two years. But cyber attacks against businesses are on the upswing. Here are some…Read More