Don’t Forget to Take Advantage of Florida’s Tax-Free Weekend 2017

Jul 21, 2017

Florida’s popular Sales Tax Holiday starts August 4th! Just in time for “back to school” savings, Florida will have a “Sales Tax Holiday” scheduled to start on Friday, August 4th, 2017, at 12:01 a.m. and will end Sunday, ...

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Financial metrics at your fingertips - Using dashboard reports to keep your loans on track

Jul 20, 2017

Typically, lenders must wade through detailed financial statements and footnotes to get a sense of a borrower’s financial status at a given moment. But especially when a company is floundering or in between reporting periods, it’s helpful ...

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No Employees? Get a Solo 401(k) Plan

Jul 11, 2017

Among major corporations, 401(k) plans have become common, but even the smallest of businesses can have a 401(k) plan for retirement. One-participant 401(k) plans, known by names such as Solo 401(k) and Uni-k, are available. For some business owners ...

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Canada and US Sign New Agreement for Exchange of Country-by-Country Tax Reports

Jul 11, 2017

On June 7, 2017, Canadian officials announced that they had entered into a new “competent authority agreement” (CAA) with the US to exchange country-by-country (CbC) reports. CbC reports are designed to help both the IRS and its Canadian ...

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What's New with Dynamics 365, Formerly Known as Dynamics CRM?

Jul 7, 2017

Dynamics CRM, Microsoft’s customer relationship management software, is now known as Dynamics 365. It’s still the full suite of intelligent business applications containing CRM capabilities, but now with a new name. But that’s not a ...

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Information Technology in a SOX Environment

Jul 5, 2017

The Sarbanes-Oxley (SOX) Act of 2002 makes the evaluation of internal controls mandatory for SEC registrants. As part of the process for assessing the effectiveness of internal controls over financial reporting, management needs to consider controls ...

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Why is a Prenup so Important for Business Owners?

Jul 3, 2017

Some people may think of prenuptial agreements as asset protection vehicles for wealthy individuals who are about to be married. When a wealthy individual gets engaged, a “prenup” can help safeguard the assets that individual brings into ...

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Technology Trend Roundup for Mid-2017

Jul 3, 2017

The world of IT never gets boring, and new trends rise and fall at a rapid pace. Last year, wearable technology and AI chatbots were all the rage. And in the past six months, tech companies have released cutting-edge upgrades and tools that could cer ...

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In re Marriage of Cheng - Recent Case Addresses Double-Dipping Debate

Jun 30, 2017

Depending on state law, the issue of “double dipping” may arise when one spouse owns a business and the court awards half of its value to the other spouse plus spousal maintenance based on future business income. The argument against such ...

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Significant Changes For 2017 Estate and Gift Tax Limits

Jun 28, 2017

While everyone is waiting to see what the results of President Trump’s tax reform plan will bring, we would like to remind taxpayers, particularly high net worth taxpayers, that a significant “Tax Cut” was implemented last year that ...

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