Archive for December, 2017

Accounting & Audit Alert- Make budgeting part of your New Year’s resolution

It’s important to resist the temptation to rely on gut instinct or take shortcuts when budgeting for 2018. Creating a solid budget that’s based on the three components of your company’s financial statements will help

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Posted In: Alerts & Advisories

Tax Reform Bill Update

The tax reform bill has passed both houses of Congress and now awaits the President’s signature to become law. The bill includes some sweeping changes along with other, less significant changes, to the existing tax

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Posted In: Alerts & Advisories, News

Tax Alert- 401(k) retirement plan contribution limit increases for 2018; most other limits are stagnant

Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, most of the limits remain unchanged for 2018. But one piece of good news for taxpayers who’re already maxing out their contributions

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Posted In: Alerts & Advisories

Accounting & Audit Alert- How to conduct a year-end risk assessment

Auditors assess their clients’ risk factors when planning for next year’s financial statement audit. Likewise, proactive managers assess risks at year end. A so-called “SWOT” analysis can help frame that assessment. Typically presented as a

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Posted In: Alerts & Advisories

Scott Kaplowitch in “Why 2017 Is The Year To Give To Charity”

Earlier this week, Forbes published “Why 2017 Is The Year To Give To Charity (If You Want A Tax Break),” an article that analyzes the bill the GOP is trying to get through Congress within the

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Posted In: Articles, News

Tax Alert- What you need to know about year-end charitable giving in 2017

Charitable giving can be a powerful tax-saving strategy: Donations to qualified charities are generally fully deductible, and you have complete control over when and how much you give. Here are some important considerations to keep

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Posted In: Alerts & Advisories

Scott Kaplowitch in Forbes article, “A Roth IRA At Age 15, Thanks To The Parent Match”

On December 11, 2017, Forbes published the article, “A Roth IRA At Age 15, Thanks To The Parent Match.”  This piece discusses the importance of starting retirement planning at an early age for your children

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Posted In: Articles, News

Accounting & Audit Alert- 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 your audit. Here’s a list of five common

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Posted In: Alerts & Advisories

Tax Alert- 2018 Q1 tax calendar: Key deadlines for businesses and other employers

Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2018. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply

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Posted In: Alerts & Advisories

Jason Pierce’s speaking engagements this fall

Business Valuation principal, Jason Pierce, took part in speaking engagements this fall in which we’d like to highlight. In October, Pierce presented the webinar Navigating Business Valuations for Landscape Contractors.  The webinar covered the essential considerations for landscape

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Posted In: Events, Resources