by O'Connor & Drew | Aug 6, 2018 | Tax
TAX 3 Traditional Midyear Tax Planning Strategies for Individuals that Hold Up Post – TCJA 8 August 2018 With its many changes to individual tax rates, brackets and breaks, the Tax Cuts and Jobs Act (TCJA) means taxpayers need to revisit their tax planning...
by O'Connor & Drew | Jul 30, 2018 | Business
BUSINESS Get SMART When It Comes To Setting Strategic Goals 30 July 2018 Strategic planning is key to ensuring every company’s long-term viability, and goal setting is an indispensable step toward fulfilling those plans. Unfortunately, businesses often don’t...
by O'Connor & Drew | Jul 24, 2018 | Estate Planning
ESTATE PLANNING Basis Consistency Rules May Come Into Play If You’re Administering An Estate Or Inheriting Property 24 July 2018 When it comes to tax law changes and estate planning, the substantial increases to the gift and estate tax exemptions under the Tax Cuts...
by O'Connor & Drew | Jul 19, 2018 | Employee Benefit Plans
EMPLOYEE BENEFIT PLANS Review Your Executive Compensation In Light Of The TCJA 19 July 2018 Although the Tax Cuts and Jobs Act (TCJA) was passed months ago, many employers are still grappling with its impact. One area that’s easy to overlook is executive compensation....
by O'Connor & Drew | Jul 11, 2018 | Fraud Investigation / Forensics
FRAUD INVESTIGATION / FORENSICS Skimming: Stealing A Little Off The Top 13 June 2018 Skimming is the theft of cash receipts. It occurs when an employee steals an incoming payment before it’s recorded on the books. Let’s look at how this fraud scheme works so you can...
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