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Tuesday, 20 November 2018

Market Outlook -- November 2018

Written by The Rehmann Team

Economy Comments from the San Francisco Fed highlighted the current strength of the U.S. economy. After a strong second quarter (GDP annualized growth rate of 4...

Tuesday, 20 November 2018

Reviewing your estate plan

Written by Forefield, Inc.

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed. When should you review your estate plan? Reviewing your estate plan will alert you to any changes that need to be addressed...

Tuesday, 20 November 2018

What happened to your money?

Written by Forefield, Inc.

If you don't know what happened to your money during the past year, it's time to find out. December and January are the perfect months to look back at what you earned, saved, and spent, as W-2s, account statements, and other year-end financial summaries roll in. How much have you saved? If you resolved last year to save more or you set a specific financial goal (for example, saving 15% of your income for retirement), did you accomplish your objective?..

Tuesday, 20 November 2018

Tax reform’s big savings opportunities – Here’s how

Written by Ryan Bryker, CPA

Business owners’ eyes usually roll when tax accounting methods dominate the discussion. However, since the federal tax overhaul, they matter a lot more because new opportunities exist to slash taxes — and some depend on tax accounting methods. So, it’s worth examining your company’s practices in 2018 because it could mean big savings. Expanded eligibility for cash accounting...

Tuesday, 20 November 2018

Tax reform implications on charitable donations

Written by Jeff Hert, CPA

Since the passage of the Tax Cuts and Jobs Act (TCJA) in late 2017, many taxpayers have focused on how it can impact their charitable giving. According to the Association of Fundraising Professionals, donations to charity decreased overall in the first three months of 2018 compared with the same quarter of 2017 – and cites tax reform as a possible cause. Though charitable giving is generally motivated by compassion, the TCJA includes several provisions that have left individuals and charitable organizations contemplating how charitable giving will be impacted. Here are a few areas to help you in maximizing your donations due to reform changes...

Tuesday, 20 November 2018

Notes from a fraud investigation

Written by Bill Kowalski, JD

Bill Kowalski, director of Rehmann’s Corporate Investigative Services division and former FBI special agent, investigates fraud and embezzlement cases for private and governmental clients. 4.20.18 – 3:20 p...

Tuesday, 20 November 2018

Four reasons a state sales tax audit could be costly for your business

Written by Michael Bannasch, CPA, MST

Imagine your business has received a notice that it has an upcoming tax audit, but you get to choose between two types of audits. You can choose an IRS income tax audit, requiring you to verify the completeness of your income and legitimacy of your expenses, along with ensuring these items have been recorded in the proper tax year. Or you can have a state sales tax audit by a state from which you generate 30 percent of your annual revenue. Which audit would you choose?..

Tuesday, 20 November 2018

Coaching your employees towards retirement

Written by By Basam Malik, C(k)P and Mary Van Skiver, CPA, MBA, PHR, CEPA

There once was a time when preparing employees for retirement meant throwing a going away party. You’d grab a few gifts, order a cake and you’ve done your part. But today, there’s much more for employers to consider. As times change, organizations must adapt to help employees reach their retirement goals...

Tuesday, 20 November 2018

Choosing the right service provider for your business

Written by The Rehmann Team

So you’ve decided it’s time to engage a service provider to support some or all of your most critical business functions, but realize choosing the right provider can be challenging. There are dozens of companies to choose from, which is why it’s extremely important to thoroughly research each prospect to find the right partner for your business. Here are nine areas to keep in mind when evaluating service providers. 1) Security and privacy Make sure your provider is using leading storage solutions and taking precautions to protect your data...

Tuesday, 20 November 2018

Are you considering ALL the moving parts of your financial strategy?

Written by Jeff Brogley, CPA, MT and Doug Kelly, CPA

For many people, we have officially made it to the best time of the year: fall weather, tailgating with friends, and of course, football season. Although it officially kicks off in September, a successful season involves a year-round commitment to prep work—training camps, analyzing the game tape, developing the playbook and getting the right players in place. As a fan, you admire the success of a big play, but also the relationship of the team. With an eye on the prize, they work together to get the right player in the game, coordinate the next play, and not only work together to move down the field but back up all the hard work with diligent defense once the points are on the board...

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