Business Advisory Services
Posted: January 18, 2019
Professional liability insurance policies generally exclude coverage for services rendered when the policyholder also performs management duties or assumes management responsibilities on behalf of the client. Here are some simple precautions to better protect yourself, your firm and your stress level.
Posted: January 8, 2019
Effectively evaluating and monitoring changing state tax benefits and detriments is becoming vital rather than optional as the business tax climate in all states becomes more demanding and complicated.
Posted: November 20, 2018
When business owners see headlines proclaiming a 14-percent drop in the highest corporate tax rate, it’s only natural for them to assume that they can benefit from such a significant opportunity. But it's important to run the numbers first.
Posted: October 12, 2018
Monetizing a business can be successful for many clients, but taking advantage of an M&A opportunity requires a great deal of detail and strategy to ensure it is a success. Providing a roadmap for a well-executed due diligence process will be rewarded in the long run.
Posted: October 8, 2018
Companies can improve risk mitigation by investing in high safety standards, raising the bar on ethical expectations and developing a plan for supply chain disruption.
Posted: August 20, 2018
Accountants and business owners should watch for these common fraud red flags.
Posted: July 19, 2018
Once a CPA can initiate an emotional response from a client, and the client recognizes that they care about the strategic aspects of their business, the CPA will move from trusted advisor to trusted and strategic advisor.
Posted: July 18, 2018
You are a 20th-Century-style CPA and you want to become a 21st-Century advisor to your high-net-worth, business-owner clients. The question is HOW to make that transition?
Posted: July 5, 2018
Before buying a stock, you should investigate the company to decide if you think it’s a good investment. Among the many issues to consider are the overall strength of the industry and the company’s products or services, as well as its profits, earnings history and outlook. Here are some tips.
Posted: June 21, 2018
Attendees at the New Jersey Society of Certified Public Accountants (NJCPA) 2018 Annual Convention & Expo stepped out of their comfort zone to reflect on what the future of accounting holds for themselves and the industry — automation, artificial intelligence and all.