Do you know a vulnerable senior who seems afraid of his guardian or is unusually reluctant to discuss her finances? These can be signs of elder financial abuse. Find out more about this often-hidden form of fraud.

If you’re concerned about your 2019 tax liability, consider these year-end tax planning opportunities.

You may associate the term “business plan” with a start-up, but every company needs to keep their plan current. Of particular importance: the financials section.

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.