Is it time to upgrade your business’s accounting software?
By now, just about every company uses some kind of accounting software to track, manage and report its financial transactions. Many businesses end up using several >>
Category: News
Get ready for the 2023 gift tax return deadline
Did you make large gifts to your children, grandchildren or others last year? If so, it’s important to determine if you’re required to file a 2023 >>
Is it time to review your beneficiary designations?
A will or revocable trust may form the core of your estate plan, but for many people, a substantial amount of wealth bypasses these traditional estate >>
Seeing the big picture with an enterprise risk management program
There’s no way around it — owning and operating a business comes with risk. On the one hand, operating under excessive levels of risk will likely >>
Best practices for M&A due diligence
Engaging in a merger or acquisition (M&A) can help your business grow, but it also can be risky. Buyers must understand the strengths and weaknesses of >>
Did your business buy the wrong software?
No one likes to make a mistake. This is especially true in business, where a wrong decision can cost money, time and resources. According to the >>
Perform an operational review to see how well your business is running
In the wide, wide world of mergers and acquisitions (M&A), most business buyers conduct thorough due diligence before closing their deals. This usually involves carefully investigating >>
A hybrid DAPT can offer the asset protection you need
Asset protection is a vital part of estate planning. Indeed, you want to pass on as much of your wealth to family and friends as possible. >>
Don’t overlook taxes when contemplating a move to another state
When you retire, you may think about moving to another state — perhaps because the weather is more temperate or because you want to be closer >>
What is your external auditor’s responsibility for cybersecurity?
Data breaches can be costly. The average total cost of a data breach has risen to roughly $4.45 million, according to a 2023 survey of information >>
