October 2017

Who's at Fault?

Rita Keller

"Nothing is easier than fault finding." - Og Mandino Who did it? Something happens that should not have happened. A mistake was made. Somebody forgot to do something. Someone did too much. Someone gave out the wrong information to a customer, and so…

Estate Tax Repeal: What Would It Mean for Estate Planning?

Dan Shiffrin

Estate Tax Repeal: What Would It Mean for Estate Planning? If the Republican-controlled Congress and White House have their way, it’s likely that legislation will be introduced in the near future to repeal the federal estate and generation-skipping…

Price it Right!

August J. Aquila

Price it Right! As a young consultant I remember partners telling me that they were in business in make a profit. After several years of hearing this and seeing what little profit they made, it became clear that making a profit was not the primary…

Affordable Care Act Reporting -- Do Your Clients Have an Action Plan?

Howard Gerver

Would you like to help your clients comply with Affordable Care Act (ACA) IRS reporting and mitigate noncompliance penalties? Do you need an action plan to avoid last-minute reporting headaches? If you answered “yes” to either of these questions then…