Year-End Tax Planning

Year-End Tax Planning

  Authors: Jennifer Wallace, CPA and Jason A. Mendick INDIVIDUALS Tax planning can help you minimize your tax liability in both the current year and future year giving you, rather than the government, the use of your money for investment, business, or personal...
Does Your Practice Need a Wellness Visit?

Does Your Practice Need a Wellness Visit?

You may need to re-evaluate your internal controls. We’ve all read about it in the newspaper- someone has stolen funds from his employer, his partner, his pension fund, his shareholders. Maybe we know them and maybe we don’t, but there’s one thing we’re sure of: we...
Top 10 “To-Do’s” for Non-Profits

Top 10 “To-Do’s” for Non-Profits

Sometimes even the most proactive and well managed organizations need to revisit some of their tax, governance and management policies, procedures and protocols, especially if it has been a few years since they were last addressed. Here are some items that might make...
Business Health Checkup: Pre-Tax Net Income – Operating Expenses

Business Health Checkup: Pre-tax Net Income

Authors: David Wagstaff and Calvin Longer  Periodically we will highlight a ratio or benchmark and talk about how you can use these to better understand your business. The disclaimer: Benchmarks and ratios, blindly applied, can be dangerous. Benchmarks can be useful...