2018 Year-End Investment Management Checklist

Throughout the year you’ve checked on your investments for progress or signs of decline. You’ve noticed gains and losses. But have you thought about your overall investment strategy lately? The end of the year is the best time revisit it. That way you can maximize your tax benefit and get a jump start on your … Continued →

2018 Year-End Tax Guidance

With the holidays on the horizon, you are probably checking your lists and making plans with friends and family. At this time of year, it’s important to be proactive in your tax planning, too. Even if you think your paperwork is in order or you already met with your CPA, consider taking a final look … Continued →

Why Your Business Needs a Fraud Risk Assessment

One in four small business owners fall victim to fraud each year. To lessen your chances, consider conducting a fraud risk assessment. This way you can identify who might commit fraud either inside or outside of your company and determine which departments of your company are most vulnerable. While daily operations and meeting deadlines are … Continued →

Small Business Fraud Prevention

Preventing fraud might be last on your to-do list as a small business owner, but it deserves top billing. According to the Association of Certified Fraud Examiners (ACFE), businesses with fewer than 100 employees experienced a median fraud loss of $150,000 in 2016. That’s significant to your bottom line and to your culture at large. … Continued →

Year End Tax Planning: Business Loss

In years past, taxpayers safely operated under the assumption that qualifying business losses could be fully deducted, up to the limit of their taxable income. The new rules imposed by the Tax Cuts and Jobs Act (TCJA) will require business owners to adjust when and how they use business losses to offset their income. This … Continued →