October Newsletter

Appraisals can inspire anxiety for — and excuses from — many business owners. Yet there are some legitimate reasons to obtain an appraisal regularly or, at the very least, to familiarize oneself with the process. This article describes good reasons to obtain a valuation and three “pillars” of the process.

Many business owners launch their companies from the front lines — as an employee. Come tax time, owner-employees face a variety of distinctive tax planning challenges. This article reviews the tax treatment of owner-employees, particularly as it relates to the business structure of the company in question.

This feature offers important tax deadlines for the fourth quarter of 2016.

The traditional pension may seem like a thing of the past. But many workers are still counting on payouts from one of these “defined benefit” plans in retirement. This article discusses important issues involved in choosing how to receive pension payouts.

They say timing is everything. It certainly holds true for income and expenses related to year-end tax planning. This brief article explains how to time the reporting of income and expenses for best results and which income and expense items may qualify.