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Tax Planning Resources

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How to Properly Organize Your Tax Records

February 21st, 2019|Comments Off on How to Properly Organize Your Tax Records

There never seems like a good time to organize your tax records, but the period of time between filings last year’s taxes and this year’s return can usually be the perfect time. While this task [...]

Taking Advantage of the Tax-Efficient Exit Strategy that ESOPs Offer

February 19th, 2019|Comments Off on Taking Advantage of the Tax-Efficient Exit Strategy that ESOPs Offer

When you own a closely held company, and you start approaching retirement age, it’s easy to struggle with balancing conflicting goals for your business. In a case like this, an employee stock ownership plan (ESOP) [...]

How to Protect Yourself from Tax Identity Theft

February 15th, 2019|Comments Off on How to Protect Yourself from Tax Identity Theft

During the busy season, tax identity theft becomes a major issue as identity thieves seek out tax returns as their primary target. Considering that the IRS processes tax refunds every year that amount to billions [...]

Revenue Recognition Standard Industry Impact