The Tax Cuts and Jobs Act of 2017 (TCJA) is a sweeping revision of the tax code that alters federal law affecting individuals, businesses and estates. Focusing…Read More
Blog
-
Properly planning for incapacity requires specific estate planning strategies
Most estate plans focus on what happens after you die. But without arrangements for what will happen in the event you become mentally incapacitated, your plan is…Read More
-
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…Read More
-
Appointing the right trustee for your living trust provides peace of mind
A living trust is a cornerstone of many estate plans. During your life, you can serve as the trustee and manage the assets just as you would…Read More
-
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…Read More
-
Address your pet in your estate plan using a pet trust
If you’re an animal lover, a pet is a member of the family — sometimes even more so than flesh-and-blood. So you want to ensure that your…Read More
-
Do your financial statements contain hidden messages?
Over time, many business owners develop a sixth sense: They learn how to “read” a financial statement by computing financial ratios and comparing them to the company’s…Read More
-
Tax reform and estate planning: What’s on the table
As Congress and President Trump pursue their stated goal of passing sweeping new tax legislation before the end of the year, many taxpayers are wondering how such…Read More
-
Boardroom and management diversity adds value
Diversity in a company’s board of directors and its management team helps enhance corporate value. The Securities and Exchange Commission (SEC) already requires limited disclosures on boardroom…Read More
-
Demystifying the audit process
Ready, set, audit! A clear understanding of what happens behind the scenes can make your financial statement audit more efficient and effective.Read More