Latest Articles

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June 2, 2022 

How Alternative Financing Can Help Companies Grow

Traditionally, when companies needed financing for growth, they chose between either raising debt or equity. Equity fundraising is, of course, dilutive, which isn’t a good fit for everyone—or even possible, given venture capital has historically ...

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June 2, 2022 

Business Execs Expect Recession in Next 12 Months

Inflation was the top concern of business executives for the third straight quarter, with labor costs seen as the main driver. Salary and benefit costs are now expected to increase at a rate of 4.4%, higher than at any time since before the ...

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June 2, 2022 

Pros On the Move – June 2022

Pros on the Move is a round-up of recent promotions, hires and staffing news in and around the tax and accounting profession.

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June 2, 2022 

How Data Analytics Can Streamline Your Firm

Though data analytics will be used more broadly in the future for everything from auditing to financial planning, mastering data analytics is still a work in progress. Before data analytics can be effectively used, partners and staff must develop the ...

Mary Girsch-Bock

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June 2, 2022 

To File a Gift Tax Return or Not to

Depending on your situation, you may use sophisticated estate planning techniques, such as the use of various inter vivos or testamentary trusts, to reduce your family’s exposure to federal estate tax. However, another simpler tool still provide ...

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June 1, 2022 

2022 Independent Contractor Update

Employers consistently misclassify workers, which could land them in big trouble with state and federal labor departments, resulting in heavy fines and possibly having to compensate workers for back pay and benefits.

Nellie Akalp

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June 1, 2022 

Is Your Firm at the Crossroads of Change?

The leadership of small to mid-sized accounting firms need to gather their teams and listen carefully. This is not a one size fits all situation and firm leaders must identify what works best for them. A collaborative conversation between managers and ...

Ernie Villany

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May 31, 2022 

7 Principles for Becoming a Better Listener

Great leaders are also great listeners because they seek to understand those around them. For your clients and team members, improving your listening skills will make them feel that their needs are heard. So, how do you become a better listener?

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May 31, 2022 

How to Defer Estate Tax on Business Interests

Currently, the generous estate tax exemption can shelter from tax bequests of up to $10 million (indexed to $12.06 million in 2022), but this figure is scheduled to revert to $5 million (plus indexing) in 2026. So your family may still face some estate...

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May 31, 2022 

Remote Work Leads to Employer Challenges in Smaller Cities

The magnitude of the change over the last two years is staggering. In January 2020, fewer than 3% of applications for U.S. job postings on LinkedIn were for remote work. Now, small and mid-sized cities such as Wilmington, North Carolina, and Sarasota ...