Collecting Sales Tax in the Wake of Wayfair: What You Need to Know

For years, if your company sold products online, a state could only require you to collect state sales tax if you had a physical nexus (offices, distribution centers, payroll, etc.) in that buyer’s state. The Supreme Court ruled in 1967 and again in 1992 that this physical presence test would apply. For example, if a […]

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If You Handle Payment Cardholder Data, PCI Compliance Is a Requirement, Not an Option

You’ve probably read news stories about data breaches involving major brands and the exposure of credit cardholder data. Just this year, Sears, Macy’s, Panera Bread and Under Armour reported hacks that compromised customer data. However, most data breaches don’t make headlines because they involve much smaller businesses. In fact, according to the Verizon Data Breach […]

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Why a Levy Should Never (Ever) Be Ignored

In a previous post, we discussed liens, the different types, and what to do if you have a lien against your property. A lien is a legal claim placed on a property that you own or use, such as your home or car. A creditor may file for a lien so they can take possession […]

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Have Foreign Bank Accounts? Know the Rules and Tax Implications or Else

It’s common, and perfectly legal, for Americans to have bank accounts in foreign countries. Many Americans are or were citizens of foreign countries and visit those countries often, while others live abroad full-time. They might have a family, own property and pay bills in another country. Some people just travel frequently to certain destinations and […]

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The Value and Core Components of a Business Plan

Think of a business plan as a roadmap for a new company. An effective business plan is a document that provides an overview of your operations, objectives, and expectations for the next three to five years, as well as an explanation of your strategy for achieving those goals and meeting those expectations. Maybe you want […]

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7 Questions to Ask when Planning Your Exit Strategy

When you mention “exit strategy,” the average business owner hears “cha-ching.” In other words, “my exit strategy is to sell my company for a huge profit.” That may very well be the end result, but it’s not the only exit strategy, and many things need to happen before you get to that point. Here are […]

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Virtual CFO: What It Is and Why You Might Need One

As businesses grow, their financials become more complex. As financials become more complex, it becomes more difficult to measure and manage cash flow, inventory, production costs, payroll and other critical financial information and tasks. This is why many companies grow themselves right out of business. They’re unable to maintain the financial controls and systems required […]

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What Should Your Company Do When Cash Gets Tight?

Every business goes through ups and downs. Many have mechanisms and safeguards in place to compensate for the “downs.” However, even the best-laid plans sometimes don’t pan out due to unpredictable events, and the result can be a temporary cash shortfall. Some businesses get dangerously close to the point at which they won’t be able […]

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Have You Reviewed Your Business Processes Lately?

When a customer calls your business with a question about your product or service, or a problem that needs to be resolved, what happens? Who fields that call? How is the call routed based on the customer’s question? What information should be collected? How is that information recorded and reported? Or does the person who […]

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When Was the Last Time You Reviewed Your Employee Handbook?

When we meet with clients, it’s not uncommon for the client to mention a dispute with an employee about overtime, disability, health benefits and other issues. The first question we always ask is, “Is it covered in your employee handbook?” Unfortunately, many companies don’t realize that the employee handbook should be a priority until after […]

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Professionals and Executives

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Professionals and Executives

Business Owners

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Business Owners

Retired and High Net Worth Individuals

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Retired and High Net Worth Individuals