For several years now, we’ve been unable to effectively employ our tax planning strategies to our own high standards due to the Government’s late action on tax laws. And this action usually came at a time when most companies should be considering the tax impact of their financial decisions. For example, there are companies who
Author Archives: Whittaker
One of my all-time favorite business books, Business Model Generation by Alexander Osterwalder and Yves Pigneur, discusses revenue streams, or the money a company generates from customer relationships and customer segments. When evaluating your company’s revenue streams, there are a few key questions to consider: What do your customers value? What do they currently pay
Includes primarily auditing/accounting duties with a lot of room to grow. Responsibilities of the position include: Attest Engagements Lead attest engagements such as audit, review and compilation procedures with minimal supervision. Organize and collectively work on engagements as a team. Tax Engagements Become proficient in the preparation of corporate, partnership, individual and fiduciary tax
Whether you’re manufacturing high-tech parts, distributing food products, or building luxury homes, growing a business is all about relationships. Building and growing your network is so important that “it’s not what you know, it’s who you know” ought to be the official motto of small/medium sized business owners and entrepreneurs everywhere. But the importance placed
What would happen if you were driving down the freeway and your speedometer wasn’t telling the truth? What if you were actually traveling faster than you thought? It wouldn’t be long before you had some blue lights flashing in your rearview mirror. And what if your fuel gauge wasn’t quite right? You could be speeding
A few of the tax return filing deadlines for the 2016 tax year (filed in 2017) have changed, and we wanted you to know. Below is a handy list of 2017 tax return and information form filing deadlines we’ve put together that you can download for future reference. Download 2017 tax filing deadlines as
Includes primarily accounting duties with a lot of room to grow. Responsibilities of the position include: After the fact write-up services This is a critical part of the position. Our clients are successful closely held family businesses. In many cases they have some level of accounting personnel on their internal teams. However, they require our
As 2015 comes to an end and you are planning for 2016, there are many things to consider. You can revisit the planning that you do each and every year: setting goals, budgets, getting the team on board, reviewing and updating your vision, mission and values, etc., but I have one question for you to
The Affordable Care Act contains specific responsibilities for employers. The size and structure of your workforce — small, large, or part of a group — help determine what applies to you. Employers with 50 or more full-time equivalent employees will need to file an annual information return in early 2016 reporting whether and what health
Companies are made up of individuals. It’s easy to overlook this fundamental fact when you’re deep in negotiations with a potential buyer. But if you ignore employee fear and anxiety about a merger, the individuals who compose your company can make a smooth integration difficult, if not impossible. Silence is the enemy Throughout the sale