- Our Team
December 23, 2017
How the sweeping tax reform will affect you or your business.
On December 22nd, 2017, the most sweeping tax reform in more than 30 years was signed by President Trump. There are many updates to both individual and business tax law. Below are summaries of the Act’s major tax provisions and changes that will impact individuals, businesses and foreign operations. If you have any questions or […]
December 19, 2017
Five key business areas to review before 2018
These final two weeks of the year are usually filled with a hope that a few of those outstanding proposals will turn into sales commitments. This is also a great time to reflect on the past year and prepare for the upcoming year. We’ve compiled five areas you should be spending extra time with during […]
November 15, 2017
Why business owners should regularly upgrade their accounting software
Many business owners buy accounting software and, even if the installation goes well, eventually grow frustrated when they don’t get the return on investment they’d expected. There’s a simple reason for this: Technology is constantly changing. Technological improvements are occurring at a breakneck speed. So yesterday’s cutting-edge system can quickly become today’s sluggishly performing albatross. […]
September 10, 2017
Ensuring a peaceful succession with a buy-sell agreement
A buy-sell agreement is a critical component of succession planning for many businesses. It sets the terms and conditions under which an owner’s business interest can be sold to another owner (or owners) should an unexpected tragedy or turn of events occurs. It also establishes the method for determining the price of the interest. This […]
April 26, 2017
Estate Planning: Will, Trust, or Both?
by: Melissa Love, CPA Most people dread even thinking about estate planning. Although not the happiest of topics, taking the time to explore options and make the appropriate decisions now, can help give you peace of mind later – and could save you money. A properly planned estate is less about death and more about […]
March 27, 2017
Do you have a plan for your paperwork?
by: Devin Cunningham Every January we all make resolutions for the year ahead. A common goal, both professionally and personally, is to get better organized – and a great first step is to create and maintain an effective record retention policy. The essence of an effective record retention policy is to keep what you need […]
March 8, 2017
Four things businesses need to do now to protect themselves against cyber attacks
by: Louis V. Loparo, CPA.CITP Cyberattacks targeting small businesses (SMBs) are becoming more prevalent every day. According to Keeper Security’s “The State of SMB Cybersecurity” report, a staggering 50 percent of small and midsized organizations reported suffering at least one cyberattack in the last 12 months where the average cost of a data breach involving […]
January 4, 2017
IRS Steps in Against Identity Theft
By: Heather R Cunningham Over the past several years, tax-related identify and refund fraud has become much more prevalent. Identity thieves file tax returns using stolen social security numbers and claim false refunds. They often file electronically and early in the year before the IRS is able to verify the information being submitted, and before […]
November 17, 2016
You should utilize these tax-saving strategies before it’s too late!
by: Franco DiLiberto, CPA Time is flying, and the end of the year is quickly upon us. With distractions like the holiday season, it can be easy for individuals to lose focus on opportunities to reduce your tax bill in the spring. To assist you, we have compiled a list of our Top 7 tax […]
November 17, 2016
Businesses should utilize these tax-saving strategies before it’s too late!
by: Franco DiLiberto, CPA The end of the year is quickly approaching and that means businesses and business owners should be thinking about taxes. Businesses have many money-saving strategies at their disposal and many times it’s just a matter of scheduling a meeting with an advisor to discuss options. As always, the sooner you can […]