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Succession Planning: Preserving, Protecting, and Passing on Wealth

Transitioning Ownership The decisions made regarding ownership of the family office or closely held business may not necessarily be the…

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Substantiation of Business Income and Expenses – Items of Note

Businesses of all sizes are experiencing increasing scrutiny by taxing authorities, at the federal, state and local levels. Fees and…

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To Give or Not to Give

One of the first things I learned when I started my career in accounting is that numbers don’t lie. But…

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Are You Ready? It’s Here.

Normally, in my life, I try to plan things out in advance. I always have tasks marked on my calendar…

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WE LOVE YOU, WE LOVE YOU NOT

EMBRACING THE MILLENIALS I was recently at a conference and was totally surprised when the topic of our beloved Millennials…

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Does Your Business Have the Right Controls in Place?

Most business owners would agree there are few things more important for a business than keeping its finances in order….

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