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Practice the fine art of inclusion at your holiday gatherings

Posted on November 30, 2017 Written by Jeff Conley Leave a Comment

It’s that time of year, business owners — a time when you’re not only trying to wind down the calendar in profitable fashion, but also preparing year-end financials and contemplating next year’s budget. And amidst all this, you likely have a … [Continue reading]

Filed Under: Business Management

2017 – 08/03 – ONE BIG, HAPPY family business

Posted on November 30, 2017 Written by Ned Conley, CPA, CVA, CEPA Leave a Comment

… [Continue reading]

Filed Under: Business Management

2017 – 08/24 – How caregivers can catch a (tax) break

Posted on November 27, 2017 Written by Brendan Conley Leave a Comment

… [Continue reading]

Filed Under: Individual

Exercise cautious generosity with 401(k) enrollment eligibility

Posted on November 27, 2017 Written by John Marsh, CPA Leave a Comment

If your organization sponsors a 401(k) plan, you may have more flexibility than you think when it comes to setting eligibility rules for participants. Granted, the Employee Retirement Income Security Act (ERISA) sets many rules for enrollment. But … [Continue reading]

Filed Under: Business Management

How long should you retain payroll records?

Posted on November 21, 2017 Written by John Marsh, CPA Leave a Comment

Employers must exert a certain amount of time and resources to properly retaining their income tax records. But these aren’t the only documents you need to maintain. Retention of your organization’s payroll records is also important. Rule of … [Continue reading]

Filed Under: Business Management

Valuation often affects succession plans in hard-to-see ways

Posted on November 13, 2017 Written by Ned Conley, CPA, CVA, CEPA Leave a Comment

Any business owner developing a succession plan should rightfully assume that regular business valuations are a must. When envisioning the valuation process, you’re likely to focus on its end result: a reasonable, defensible value estimate of your … [Continue reading]

Filed Under: Business Performance

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