An investor’s first priorities should be 1) to develop an asset allocation strategy that aligns with his or her investment objectives and risk profile, and 2) to select quality securities that support that strategy. Only after that’s done should an…
There are several important ways a CPA can help clients get financing. In this article we will describe some of them and address how CPAs can advise clients on the risk of personal guarantees. Lenders often require a business plan and cash flow…
As we discussed in our previous article, on January 18, the IRS and Treasury Department issued proposed regulations implementing a centralized partnership audit regime set to take effect in 2018. Two days later, the White House announced a temporary…
