Category: Financial Planning

Does Your Business Have to Comply with New Corporate Reporting Rules?

Douglas W. McCabe - CPA, Esq.

Your business may soon have to comply with new reporting requirements

What is Residual Fraud Risk — and What Can Your Business Do About It?

Andy M. Haynie - CPA, CFE

By regularly analyzing risk, business owners and executives can better understand

How Some Taxpayers Get Snared By Tax-Avoidance Scams

Emilee N. Snader - CPA

Although most tax preparers are ethical and help ensure their clients

Why You Need a Formal Gift Acceptance Policy

Andy M. Haynie - CPA, CFE

Gifts and donations are vitally important to nonprofit organizations. But

How Are Traditional IRA Withdrawals Taxed?

Susan J. Horne - MST

When you take withdrawals from your traditional IRA, you probably

Would a Roth IRA Conversion Make Sense for You?

Daniel M. O'Connell - CPA/PFS, CVA

Roth IRA and 401(k) accounts were created in 1998. Contributions

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