A look at industry news, firm happenings
and headlines that affect you and your business.

21st century estate planning accounts for digital assets
21st century estate planning accounts for digital assets

Even though you can’t physically touch digital assets, they’re just as important to include in your estate...

Fraud Alert! Are You Ready to Prevent Internal & External Fraud in Your Company?
Fraud Alert! Are You Ready to Prevent Internal & External Fraud in Your Company?

Workplace fraud happens when money, information, or commodities are stolen or treated inappropriately. From an...

Basis consistency rules may come into play if you’re administering an estate or inheriting property
Basis consistency rules may come into play if you’re administering an estate or inheriting property

When it comes to tax law changes and estate planning, the substantial increases to the gift and estate tax...

Review your executive compensation in light of the TCJA
Review your executive compensation in light of the TCJA

Although the Tax Cuts and Jobs Act (TCJA) was passed months ago, many employers are still grappling with its...

The Benefits of Great Unexpected Expectations in Customer Service
The Benefits of Great Unexpected Expectations in Customer Service

When you travel, whether for work or vacation, how many times have you had a truly GREAT taxi/car-riding...