Be Tax-Smart with your Mutual Fund Investments
Mutual funds offer an easy way to invest in a diversified portfolio compared to buying individual stocks and bonds. But the tax treatment of mutual funds […]
Back to Basics: 8 Anti-Fraud Controls to Help Keep Operations Running Smoothly
Fraud prevention doesn’t always require large expenditures or sophisticated technology. More often, it comes down to simple controls that address common fraud vulnerabilities. Many banks offer […]
When an Employee’s Form W-4 Raises Red Flags
Your employees use Form W-4, “Employee’s Withholding Certificate,” to tell you how much federal income tax to withhold from their pay. Most forms are routine, but an altered certificate, unusual accompanying statement or IRS lock-in […]
How WHAT you Donate Impacts your Tax Deductions
Have you already made contributions to charity this year? Are you considering making more between now and year end? If so, it’s important to be familiar […]
Using the Asset Approach to Value a Business
Business valuation professionals use three approaches to determine the fair market value of a business or business interest. First, the income approach derives value from the […]
The New-and-Improved Credit for Employer-Provided Child Care
Offering a broad menu of employee benefits can help your business attract and retain skilled workers. One benefit that’s popular among employees with families is employer-provided child care. Although this option hasn’t been financially feasible […]
Before Your Spend Lottery, Gambling or Other Winnings, Understand the Tax Rules
It’s easy to focus on the excitement of a big win. But federal tax law generally treats lottery prizes, gambling winnings and other awards as taxable […]
FAQs About Resolving Small Business Tax Issues
Tax problems can happen to even the most organized small business owners. A cash flow crunch, an unexpected tax notice, a missed filing deadline or a payroll tax oversight can be stressful — especially when […]
Ask Your Audit Committee to Oversee Fraud Prevention
Fraud prevention starts at the top — with the board of directors. In fact, an engaged audit committee (or other oversight team, such as an advisory […]
Mid-Year Tax Planning: Review Opportunities to Save Taxes This Year (or Next)
Summer is a good time to see whether your income, deductions and investment activity are lining up as expected. Let’s take a look at a few areas that commonly provide tax-saving opportunities.
Your tax bracket
The legislation […]
