Exceeding Expectations. Always. — Business Advisors and CPAs


Unintended outcomes of naming a minor as beneficiary

Naming a minor as beneficiary of a life insurance policy or retirement plan can lead to unintended outcomes
Posted: June 22nd, 2018 | Permalink

Auditing related-party transactions

The risk of double dealing abounds when a company does business with its parent company, a subsidiary or other related parties. Here’s how auditors identify and accurately report these transactions.
Posted: June 20th, 2018 | Permalink

Financial sustainability and your nonprofit

Not-for-profits that hope to serve their communities for many years to come must prioritize financial sustainability. This includes a reserves policy for determining the appropriate amount, maintaining it and allocating funds, when necessary.
Posted: June 1st, 2018 | Permalink

Can you deduct business travel when it’s combined with a vacation?

If you go on a business trip within the United States and tack on some vacation days, you might be able to deduct some of your expenses. Here’s what you need to know.
Posted: May 23rd, 2018 | Permalink

Do you need to adjust your withholding?

If you received a large refund after filing your 2017 income tax return, you’re probably enjoying the influx of cash. But it also means you essentially made the government an interest-free loan.
Posted: May 18th, 2018 | Permalink