03.12.19

Intrafamily Loans Offer Family Value
Jeffrey R. Green

When children or other family members need financial assistance, it may be tempting to simply hand them a check. But lending, rather than giving, money to your loved ones offers several advantages.

03.07.19

Pass-Through Deduction Regulations are Good News for Restaurant Owners
Christopher Georgiou

Recently, the IRS issued final regulations on the new pass-through deduction. In general, the regulations are taxpayer friendly and will make it easier for restaurants to claim the deduction.

03.05.19

Head Off Problematic Physician Behavior at the Pass

Of the issues and problems that can arise in a medical practice, disruptive behavior on the part of a physician is one of the most difficult to address.

03.04.19

Gender Gaps in Retirement Savings
Stephanie Zaleski-Braatz

Although women have a longer lifespan than men, they tend to save less for retirement. Based on a recent study from the Center for Retirement Research, an aggressive educational program can help narrow the gap in retirement savings. 

03.01.19

Are You Thinking About Transparency?

Did you know your organization’s transparency could be hindering your support? Not-for-profit organizations may be seeing an erosion of trust by the public.

02.27.19

11 Steps to a Culture of Client Service Accountability
Nathaniel Slavin

Now more than ever before, law firms are seeking consultants to help them improve their client service standards and initiatives. In essence; however, what law firms really need is help creating accountability around client service.

02.26.19

Maximize the Benefit of Nondeductible IRA Contributions
Thomas Kosinski

Many taxpayers choose to contribute to Roth IRA accounts because they provide for tax-free distributions in the future. However, not all people are eligible to contribute to a Roth IRA. If your income is too high, you may want to consider making nondeductible contributions to a traditional IRA.

02.25.19

Consider a Community Bank for Your Next Loan
Peggy Vyborny

Have you ever borrowed funds from a community bank? Real estate developers and owners often overlook this source of financing, but these lenders offer some distinct advantages for borrowers.

02.21.19

Implementing the New Lease Standards
Alison Fetzer

Implementation of the long awaited lease standard is rapidly approaching. This standard will require an organization to capitalize all material leases, including operating leases. 

02.15.19

Three Signs Your Company Needs a Virtual CFO

Not sure if you need an in-house accountant, a CFO or outsourced accounting? Here are three signs that you need a virtual CFO starting with time, financial analysis and cash flow.