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Wealth Management Newsletter – Summer 2019
Our Wealth Management Group's Summer 2019 Newsletter shares details on when it may be advisable to file a gift tax return for a non-gift, as well as some tax tips to aid in your tax preparation.
Real Estate Group Newsletter – Summer 2019
Our Real Estate Group's summer newsletter highlights a recent case involving a real estate developer that illustrates how the IRS — and the U.S. Tax Court — generally see through business tactics that have stretched the definition of “marketing” to claim some questionable federal income tax deductions related to their boating hobby. This newsletter also offers a Qualified Opportunity Zones (QOZs) update and touches on the IRS's proposed regulations.
Manufacturing and Distribution Group Newsletter – Fall 2019
Our Manufacturing and Distribution Group's fall newsletter includes advice on proper estate planning and succession planning, plus tips for keeping your business's unemployment insurance costs in check.
Law Firm Group Newsletter – Summer 2019
Our Law Firm Group's Summer 2019 Newsletter looks at the rising trend in subscription-based legal services, as well as some ways that law firms can increase their capabilities to avoid competing on price alone for new business.
Tax Connections Newsletter – Summer 2019
Our Tax Connections Summer 2019 Newsletter offers advice on implementing a “backdoor Roth IRA” strategy that allows anyone, regardless of income, to enjoy a Roth IRA’s benefits, as well as guidelines on when to deduct business meals.
Not-For-Profit Group Newsletter – Summer 2019
Our Not-For-Profit Group's Summer 2019 Newsletter includes some Newsworthy Notes on the latest happenings in the Not-For-Profit industry.
Health Care Group Newsletter – Summer 2019
Our Health Care Group's Summer 2019 Newsletter offers advice on how to protect your medical practice from a ransomware attack, plus tips for running the business side of your practice.
Manufacturing and Distribution Group Newsletter – Summer 2019
Our Manufacturing & Distribution Group's Summer 2019 Newsletter offers tips on how to avoid financial restatements.
Law Firm Group Newsletter – Spring 2019
Our Law Firm Group's Spring 2019 Newsletter shares the findings from a newly released study that reveals that the traditional law firm business model is crumbling due to new market realities, including the expanding availability of alternative legal service providers (ALSPs), and also explains why a growing number of law firms have begun to accept cryptocurrencies as payment from clients.
Wealth Management Newsletter – Spring 2019
Our Wealth Management Group's Spring 2019 Newsletters offers three options to consider if your term life insurance is expiring, as well as insights on the difference between investing and speculating.