Some love annuities, some hate them, but there’s no denying that many find them useful, and they often form part of an estate plan. Before making a decision, it’s a good idea to learn more about them and how they might be able to help you. Annuities are contracts—sold by insurance companies—that return a series… Read more

QuickBooks is an excellent and cost-effective solution for small businesses, maybe even midsize businesses. But your company will eventually reach a point when it’s time to move off of QuickBooks and onto an enterprise-level software. So, how do you know when to make the move and take your accounting software to the next level? QuickBooks… Read more

With a tax planning opportunity for just about everything, seeking to pay 0% on capital gains is no exception. There are quite a few planning strategies you can utilize in order to realize tax-free earnings on profits from capital assets.  The sale of capital assets, such as your home or investments (stocks, bonds, mutual funds,… Read more

In the midst of continued uncertainty oscillating in the global market, opportunities emerge in times of challenge for market consolidation and distressed acquisitions. As these deals take shape, it is important to consider overall tax planning strategies, as well as the tax implications in the current climate. Market factors along with legislative changes can impact… Read more

In a rapid emergency response to the global pandemic, the federal government rolled out the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) to provide immediate need to small businesses and nonprofits that have been forced to close their doors. Until recently, it was unclear whether these loans would be subject to Single Audit… Read more