Archive: 2019 Archive
Invest in a Qualified Opportunity Fund by End of Year for Maximum Tax Benefits
In order to enjoy the maximum potential tax benefits of a Qualified Opportunity Fund (QOF), you must invest in a QOF by December 3… Read More
Qualified Opportunity Zone Information and Year-End 2019 Reminders
Qualified Opportunity Zone (QOZ) investing has been a hot topic in the financial press this year. As 2019 draws to a close, we’ve… Read More
New Question Regarding Cryptocurrencies Added to Form 1040
Virtual currency investors, and blockchain miners, take note: the IRS wants to know more about your 2019 cryptocurrency transactio… Read More
New Anti-Fraud Technology Study Released
As fraud schemes grow more sophisticated, the methods to combating them must evolve to meet the challenges. The Association of Cer… Read More
Occupational Fraud at Not-for-Profits: Red Flags and Preventative Steps
As we approach International Fraud Awareness Week (November 17-23, 2019), it is a great time to review the basics of occupational… Read More
Four Options for Tax Deductible International Giving
International giving is picking up steam among U.S. taxpayers. As such, there is an increasing need for philanthropic advisors to… Read More
Trouble Ahead? 5 Red Flags in Your Restaurant Financial Statements
Effective inventory management and menu pricing are common challenges for owners of restaurants of all sizes. To be successful, ow… Read More
Tone at the Top: The Most Important Internal Control?
It’s common knowledge that internal controls are important for preventing and detecting fraud. Separation of duties, multiple laye… Read More
