Estate Planning: Will, Trust, or Both?

by: Melissa Love, CPA Most people dread even thinking about estate planning.  Although not the happiest of topics, taking the time to explore options and make the appropriate decisions now, can help give you peace of mind later – and could save you money.  A properly planned estate is less about death and more about […]

Do you have a plan for your paperwork?

by: Devin Cunningham Every January we all make resolutions for the year ahead. A common goal, both professionally and personally, is to get better organized – and a great first step is to create and maintain an effective record retention policy. The essence of an effective record retention policy is to keep what you need […]

Four things businesses need to do now to protect themselves against cyber attacks

by: Louis V. Loparo, CPA.CITP Cyberattacks targeting small businesses (SMBs) are becoming more prevalent every day.  According to Keeper Security’s “The State of SMB Cybersecurity” report, a staggering 50 percent of small and midsized organizations reported suffering at least one cyberattack in the last 12 months where the average cost of a data breach involving […]

IRS Steps in Against Identity Theft

By: Heather R Cunningham Over the past several years, tax-related identify and refund fraud has become much more prevalent.  Identity thieves file tax returns using stolen social security numbers and claim false refunds.  They often file electronically and early in the year before the IRS is able to verify the information being submitted, and before […]

You should utilize these tax-saving strategies before it’s too late!

by: Franco DiLiberto, CPA Time is flying, and the end of the year is quickly upon us.  With distractions like the holiday season, it can be easy for individuals to lose focus on opportunities to reduce your tax bill in the spring.  To assist you, we have compiled a list of our Top 7 tax […]