Estates & Trusts

Volunteering for charity: Do you get a tax break?

If you’re a volunteer who works for charity, you may be entitled to some tax breaks if you itemize deductions…

Is an HSA right for you?

To help defray health care costs, many people now contribute to, or are thinking about setting up, Health Savings Accounts…

AUP engagements: A middle ground between audits and consulting services

Your CPA offers a wide menu of services. An audit is a familiar type of attestation service that provides a…

Thinking about moving to another state in retirement? Don’t forget about taxes

When you retire, you may consider moving to another state — say, for the weather or to be closer to…

Measuring “fair value” for financial reporting purposes

The standard for valuing certain assets and liabilities under U.S. Generally Accepted Accounting Principles (GAAP) is “fair value.” This differs…

The chances of IRS audit are down but you should still be prepared

The IRS just released its audit statistics for the 2018 fiscal year, and fewer taxpayers had their returns examined as…

Selling your home? Consider these tax implications

Spring and summer are the optimum seasons for selling a home. And interest rates are currently attractive, so buyers may…

First Quarter Industry Newsletters

Quarterly collection of current topics, news alerts and industry updates. Business Valuations Newsletter – March 28, 2019 Construction Newsletter –…

The 2018 gift tax return deadline is almost here

Did you make large gifts to your children, grandchildren or other heirs last year? If so, it’s important to determine…

Estate Tax Planning Tips for Single People

Estate planning is an important part of your overall wealth management strategy, especially if you’re unmarried. Single parents may worry…