Categories for tax planning

State Audit Focus: Unpaid Sales/Use Tax

by | January 18, 2012

Our guest blog post this week is from Connie Lewis at CliftonLarsonAllen.  Connie’s practice focuses on state and local tax matters. We are seeing more Washington Department of Revenue audits with our clients as the state attempts to meet their budget needs.  One area typically overlooked is the sales/use tax paid on items you use... View Article

Tax Update: Small Employer Health Care Credit

by | January 10, 2012

Our guest blogger this week is Mary Marino, Partner at Clifton Larson Allen.  Mary’s practice specializes in planning and compliance for closely-held businesses and their owners.  Mary will also be our guest presenter at our upcoming Equinox Focus Event on January 25. There is a potentially lucrative tax credit that applies for the six year... View Article

Some Legal Matters in Tax…

by | January 4, 2012

Although it seems early, January is the start of tax season… Now’s the time to begin conversations with accountants about last year’s business activities and plans for the current year. It’s time to pull together documentation to support deductions and gather 1099s. Most of the work here is done with your accountant and CPA. From... View Article

Bring in the Next Generation

by | December 13, 2011

Our guest blog post today comes from Kris Gray, Founder and Director of Business Financial Planning, and Jodi Giles, Director of Legacy Planning, at Integrity Financial Corporation. They share why the current lifetime gifting limits make now an ideal time to transfer ownership to the next generation in a company. Small and medium sized family... View Article

Nothing is certain except death and taxes…

by | December 6, 2011

 “‘In this world nothing can be said to be certain except death and taxes.”  In considering Benjamin Franklin’s familiar words, can you say what would happen to your assets and your loved ones if you died unexpectedly? You might think you don’t need a will because you are young and healthy or perhaps you don’t... View Article

Business Succession Planning – A financial perspective

by | September 21, 2011

Our guest blog post this week comes from Admand Wong of Integrity Financial Corporation.  Admand will be a presenter at our upcoming Succession Planning Workshop on Sept. 28. ——————– Are you working in your business or are you working on your business? I can assure you this is not an article about grammar or vocabulary... View Article

Change is Constant in Business

by | May 16, 2011

Today’s guest blog post comes from Matt Bryant of Baldwin Resource Group, a risk management and insurance consultant  with a focus on identification, evaluation, and classification of risk and subsequent development of risk management programs for organizations.   Matt will be a panelist at our upcoming Equinox Focus event “Thrive in the Upturn” on May 25. —————————- For... View Article

Thrive in the Upturn – a legal perspective

by | May 4, 2011

We keep hearing about the “new normal” and that the business environment has changed and we must change with it.  It’s still not clear what this “new normal” looks like; but we’re all working toward getting back to business.  In doing so, we are looking at how to communicate our value to customers and get... View Article

Looking Good for Business Banking

by | April 5, 2011

I am hearing from virtually all clients and colleagues that business is improving,  that opportunity is presenting itself, and businesses are jumping on board to capitalize on it.  But many businesses still struggle with the “capital” part of capitalizing on these opportunities.  Banks of virtually every size and scope consistently say they have money to... View Article