Insights: Services
Failure to Plan Has a Price
I never worry about action, but only about inaction. – Winston Churchill “I haven’t decided what I ultimately want to do with my business, when I want to exit, how…
A Backup Plan for Family Business Owners & Their Successors
Owners preparing for any type of exit find that circumstances can—and often do—change. Intergenerational business transfers are no exception. The twist in family business transfers is that owners should have…
Donor Advised Funds: Efficient and Effective Planned Charitable Giving
We have just completed the year-end rush of charitable giving and a barrage of requests from multiple organizations. How can we make this process more strategic and tax efficient? One…
National Financial Literacy Month Just Got More Exciting
Everyone knows there are certain things you just don’t discuss in polite company, right? It seems this month we need to recognize the taboo that no one even seems to…
Fighting Fraud in the School Yard
In the last decade, there were numerous reports of fraudulent acts committed by school officials, many resulting in criminal indictments and jail sentences for the perpetrators, as well as significant…
How CRA & HMDA Disclosures May Lend Help To Your Institution
It’s that time of year again, when financial institutions are working diligently to prepare and validate their Community Reinvestment Act (CRA) and Home Mortgage Disclosure Act (HMDA) filings prior to…
Tax Implications on Foreign Investments
Happy New Year clients and friends! February is a month during which many organizations take a hard look at their investment portfolios’ prior calendar-year performance. While the markets certainly ended…
Digesh Patel’s Article Featured on Cover of NJAC Newsletter
Are You Complying with the New Procurement Standards Under Uniform Guidance? For all state, local and nonprofit entities that receive federal awards, whether direct or pass through, Uniform Guidance took…
Exits Are Inevitable, Failure Is Not: Planning A Successful Exit
We understand that business owners are so busy addressing today’s economic challenges that they can overlook the critical task of Exit Planning. We also understand that, at some point, all…
Trump’s Proposed Tax Reforms Could Mean Big Changes For Individuals And Businesses
With the election now behind us, we wanted to share President-elect Trump’s tax reform proposals for both individuals and businesses. Keep in mind that any changes in the current tax…