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A midyear review should go beyond financials

Every year is a journey for a business. You begin with a set of objectives for the months ahead, probably…
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2018 Q3 tax calendar: Key deadlines for businesses and other employers

Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2018. Keep…
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Factor in state and local taxes when deciding where to live in retirement

Factor in State and Local Taxes When Deciding Where to Live in Retirement Many Americans relocate to another state when…
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3 ways to supercharge your supervisors

3 Ways to Supercharge Your Supervisors The attitudes and behaviors of your people managers play a critical role in your…
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Keeping Covenants: Getting debt ratios right

Accurately defining and computing restrictions on indebtedness is critical to assessing a business's compliance with debt covenant ratios. Many indentures…
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2 tax law changes that may affect your business’s 401(k) plan

When you think about recent tax law changes and your business, you’re probably thinking about the new 20% pass-through deduction…
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Can you deduct business travel when it’s combined with a vacation?

At this time of year, a summer vacation is on many people’s minds. If you travel for business, combining a…
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A review of significant TCJA provisions affecting small businesses

Now that small businesses and their owners have filed their 2017 income tax returns (or filed for an extension), it’s…
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Home-related tax breaks are less valuable in 2018

Home ownership is a key element of the American dream for many, and the U.S. tax code includes many tax…
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Could your next business loan get “ratio’d”?

  We live and work in an era of big data. Banks are active participants, keeping a keen eye on…
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