Who loves you?

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Family enterprises are fascinating creatures: sometimes they behave like family with a hint of business, and other times they behave like businesses with a hint of family. But in either case, since family is involved, it means there are connections, relationship and links that go far beyond the normal bounds of business. There are probably people […]

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Protecting Yourself From Identity Theft

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We’re hearing a lot more about identity theft these days—from hackers stealing credit card numbers from big banks and retail stores to individuals opening up credit card or bank accounts in your name, which they can use to write bad checks or make expensive purchases. Criminal identity thieves may also take out a loan in […]

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Who’s in your family?

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“Family,” can sometimes be a tricky word. It means different things to different people. Families do not have only one form; they take all kinds of shapes, sizes, and configurations – nuclear, blended, and convoluted, and in the case of the majority of our clients, they have businesses (which can become part of their definition […]

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Tax Increase Prevention Act of 2014

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Source: Tax Legislation > 113th Congress (2013-2014) > Proposed > Tax Increase Prevention Act of 2014 (H.R. 5771)  > Practice Tools > Client Letter: Tax Increase Prevention Act of 2014   Tax Increase Prevention Act of 2014  Congress has extended many popular tax provisions that significantly impact individuals and businesses. Late on December 16, 2014, […]

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Kick your 2014 Tax Strategies into Gear

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You may be able to save money on your 2014 taxes by making a few well-timed moves by Dec. 31. Here are five areas to examine with your tax advisor before the end of the calendar year: 1. Deductible expenses. If your adjusted gross income (AGI) exceeds a certain level, the amount of your itemized […]

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Restricted stock and RSU’s

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Choosing a compensation tool Stock options have long been a “carrot” for attracting, motivating and retaining executives. But other incentives — notably restricted stock and restricted stock units (RSU’s) — have gained popularity in recent years. With restricted stock, the company awards executives nontransferable shares up front, and those shares are forfeitable until they have […]

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HSA as a Retirement Savings Tool

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There is a wide range of plans to help save for retirement. But one type of plan is ideally suited to serve a dual purpose: a Health Savings Account (HSA). A tax strategy HSA’s were created in 2003 primarily as a tax-advantaged strategy for those covered by high-deductible health plans to save money for medical […]

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Ready, Set, Sell Your Business

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What will buyers look at when it’s time to sell?   After working for many years to grow your business, you may have reached the point where you’re thinking about selling. Maybe retirement is on the horizon and you’re counting on proceeds from the sale of your company to help support you. Eyes wide open Your […]

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Affordable Care Act Seminar

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Health Care Reform is the nation’s hot topic, but also one of the most confusing. Organizations must decide whether to continue offering benefits or not. This session will help you better understand the impact of the “Affordable Care Act” on businesses and individuals, so you can make the most of everything you’ve got, including health care. It’s time […]

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Refinancing and Tax Impact

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With mortgage rates still relatively low across most of the country, many homeowners are continuing to refinance their mortgages. If you’re planning to join their ranks, you’ll want to first look closely at the tax impact of such a move. Here are some tips to help you avoid having a tax bite cancel out the potential […]

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