By Todd Koch, CPA, MBT, CFP® Introduction Many clients are looking for a new CPA, so receiving email requests for proposals is getting more common. Recently, I received an email request from a Nigerian prince offering me a million dollars to review his tax return. He conveniently attached his return to the email. So, all […]
7 Ways to Avoid Worker Classification Mistakes
By Jason J. Loven, CPA, CCIFP® While distinctly different definitions exist for “employee” and “independent contractor,” the line between the two is often blurred. This often happens as part of an organization’s efforts to minimize obligations related to payroll taxes, workers compensation, and benefits. Not surprisingly, this rarely goes over well with the Internal Revenue […]
Tax Forms to be Considered When a Loved One Passes
By Brenda K. Lowe, CPA, PFS I am frequently asked the question “Which tax forms am I required to file following the death of a loved one?” While one might expect the answer to be succinct, it rarely is—mostly because it will depend largely on your personal situation. Generally speaking, you will almost certainly need […]
4 Telltale Signs of an Inadequate Accounting System
By Andy Knutson, CPA As your business grows and evolves, you may change your space, equipment, and employees to keep up. But what about your accounting system? Although some companies may never outgrow a basic accounting system such as QuickBooks, others, particularly those in retail, manufacturing, and construction industries, may quickly find it lacking. This […]
Considering Life Insurance? Ask Yourself These Questions First
By Brenda K. Lowe, CPA, PFS Consideration of life insurance is an integral part of the estate and financial planning process. You may wish to have a life insurance policy to pay estate taxes, address estate liquidity needs, provide for a business buy-sell agreement, or provide funds for your heirs. But before you purchase a […]
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