21
Feb
The Importance and Pitfalls of a Letter of Intent (LOI): Setting the Stage for Deal Success
Matt Goss, CPA/ABV [email protected] When it comes to business transactions, particularly in the realm of
05
Feb
Family Limited Partnerships and Building Generational Wealth
Brad Shermeto, CPA, CFP [email protected] What is a Family Limited Partnership or FLP? A Family
28
Jan
Gift Tax Issues for 2025: Key Tax Law Changes
Jason Winter, JD, EA [email protected] The federal gift tax is imposed on the transfer of
09
Jan
Selling Your Business: The Blueprint for a Successful Transition
Matt Goss, CPA/ABV [email protected] Selling your business is not a decision to be taken lightly.
05
Dec
Maximize Your Returns: A Savvy Guide to Year-End Tax Planning
Francisco Pedrozo [email protected] As we approach the year’s end, it is time to finish strategizing
02
Dec
Choosing the Right Business Entity: A Look at Tax Implications and More
Karima ElKis, CPA [email protected] There are many things to consider when starting a business. One
15
Oct
Election Countdown: The Presidential Candidates’ Proposed Tax Plans
Contributors:Â Jaime Aulicino, EA Karima ElKis, CPA Kaitlyn Farber Matt Craw Introduction
09
Jul
Beyond the Grave: How Death Taxes Impact Your Estate Planning
Jaime Aulicino, EA [email protected] When the only things certain in life are death and taxes,
28
May
Aligning Accounting Practices With Core Principles of Lean Manufacturing
Louis Plung & Company Partner Lindsay Andrews discusses lean accounting principles and how these principles
23
May
Navigating Inherited IRAs: How the New IRS Notice Could Benefit You
Brad Shermeto, CPA, CFP [email protected] Spring of 2024 brought good news for beneficiaries of inherited
17
May
What is Your Business Worth? An Insight into Business Valuation
Matt Goss, CPA/ABV [email protected] As a business owner, you’ve likely invested significant time, effort, and
30
Apr
Getting the Most out of Your Home: Tax Benefits You Might Be Missing
Jaime Aulicino, EA [email protected] Owning a home is part of the American Dream for many
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