Have you cashed in some investment gains in 2019? You may be looking for unrealized losses in your portfolio so you can sell those investments to offset your gains before year end. This can reduce your tax liability. But don’t run afoul of this rule.

No one wants to contemplate their own mortality, but taking the time now to create an estate plan can greatly benefit your family after your death.

One of the boldest plays a business owner can make is to merge with or acquire a competing (or compatible) company. But it doesn’t guarantee victory.

When nonprofit organizations merge, reporting goodwill and other intangible assets can be complex and costly. Fortunately, new accounting guidance offers some welcome relief.

The U.S. Department of Labor’s final overtime rule goes into effect on January 1, 2020. Will your company be ready?

Have you received a text, letter, email or phone call purporting to be from the IRS? Don’t become the victim of a scam. Here’s what you should look out for.

Does your current internal audit approach take advantage of electronic recordkeeping? Learn the benefits of upgrading your audit program to match today’s technology.

A self-directed IRA provides more flexibility in investment choices while offering the same estate planning benefits as a traditional IRA.

A safe harbor for rental real estate to qualify for the qualified business income deduction is now allowed.

With the annual federal gift tax exclusion, you can transfer substantial amounts free of gift taxes to your children and others. Here are the basic rules.

As a business owner, are you worried about being audited by the IRS? Here’s what you need to know to be prepared for an audit and respond effectively.

Frequently, heirs of successful entrepreneurs are forced to sell off business interests at “fire sale” prices to help pay a federal estate tax bill. Taking advantage of Internal Revenue Code Section 6166 can ease the tax bite.