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Use Financial Statements to Make a Solid First Impression

March 2, 2020

Financial statements are a must-have for any organization. The balance sheet reveals how much its assets and liabilities are worth based…

Section 1031 Like-Kind Exchanges Gaining in Popularity

February 4, 2020

1031 Like-Kind Exchanges have grown in popularity as an effective tax deferment strategy. It can be used to defer the…

Gig workers: understand your tax obligations

January 7, 2020

The number of people engaged in the “gig” or sharing economy has grown in recent years, according to a 2019…

Take Advantage of “Stepped Up Basis” When You Inherit Property

August 3, 2020

If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for…

What qualifies as a “coronavirus-related distribution” from a retirement plan?

July 1, 2020

As you may have heard, the Coronavirus Aid, Relief and Economic Security (CARES) Act allows “qualified” people to take certain…

MidYear Tax Planning

June 3, 2020

We hope that you and your loved ones are safe and healthy as you deal with the current COVID-19 crisis. …