by Kyla Hansen, CPA, CVA Sorting through your clients’ financial statements and tax returns can easily leave you scratching your head. Not only are they complicated, but they can also be inconsistent from client to client. This year is no exception: thanks to a tax law change and a certain pandemic-relief measure, your clients’ 2021 […]
Are you the rightful owner of unclaimed property?
By Cynthia McLagan, EA Where does this money come from? If it sounds too good to be true, then it probably is. However, this time-tested adage may not apply when it comes to unclaimed property. According to the National Association of Unclaimed Property Administrators, there are billions of dollars in unclaimed property just waiting to be claimed—and [...]
How to Build Your ESOP Advisory Team
By Logan Kalias, CPA Build the Perfect ESOP Advisory Team If you’ve thought about transitioning your business to an employee stock option plan (ESOP), you know how complicated it can be. Assembling a team of advisors to guide you through the process is a must. So, whom should you include on this team? To help you build [...]
Financial Forecasts: Why You Need One for Your Business
By Ethan Cummings, CPA A financial forecast can help you can manage uncertainty in your business It’s impossible to predict the future. For business owners, this is an especially hard truth to swallow. Peering into the unknown—with employees to pay and projects to deliver—can be downright overwhelming. Thankfully, there’s a way to lessen the blow uncertainty [...]
What to Know About Being the Executor of an Estate
By Cheryl Ellefson, CPA, MBT, CFP® Being the Executor of an Estate Is Not an Easy Job Your friend or loved one passes away. If you’re the executor of their estate, you’re left with more than your grief. You’re also left to pick up the pieces, which could include carrying out the decedent’s desires, following […]