How many times has a member of your management team, or a valued worker, come to you with a “great new idea” to help the company get better at something – a new machine that will shorten processing time, a new software service that will help you sell more products or...
This is a question that often comes up as we get referred to CEOs who need help but aren’t quite sure if a non-employee relationship is a good idea, especially in the sensitive area of finance and accounting. Our firm offers several distinct services which can...
We all understand terms like Pretax Profit and EBITDA that we use to describe our company’s bottom line, but what tells us where that profit (or loss) is really coming from? The answer is a set of numbers that rarely appears on an income statement. While the...
The following VERY long post is compliments of Morningstar, which provided a good recap of the rates and due dates for 2018 and 2019 tax filers. The year 2018 ushered in seismic tax-code changes that you’re likely to see reflected on your 2018 return: notably,...
This note is for the personal tax planning of our clients and friends. With the passage of the new tax law, the interest expense you pay on any home equity line of credit (“HELOC”) is no longer deductible on your federal return. However you can carry up to...
