Employers: Are you required to have an employee benefit plan audit?
The requirement for an employee benefit plan audit in Chicago is based on the type of Form 5500,…
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Tips for Choosing a Cloud Storage Provider
Keep Your Documents Secure in Cloud Storage Instead of trying to find a safe place for paper copies…
How Long Does the IRS Require You to Keep Certain Documents?
With tax season over and spring cleaning beginning, it is time to think about how long we need…
Sales Tax Compliance: Training Your Team Makes a Big Difference
Do you have employees or independent contractors selling on your behalf in other states? If so, do they…
A Must Read for Taxpayers Who Give to Charity and are Required to Take IRA Distributions
It’s time to take a fresh look at Qualified Charitable Distributions Many taxpayers, especially retirees with little or…
Life Insurance – Understanding the Tax Implications
Whole Life Insurance Permanent life insurance policies (often referred to as “Whole Life Insurance”) are a contract between…
State Tax Pitfalls for Manufacturers – What are they and how do you avoid them!
Illinois Manufacturers often fall victim to “state tax surprises” that can come up during a state tax audit…
What Is Net Unrealized Appreciation? – A Tax Saving Opportunity
A Favorable Tax Planning Tool Net unrealized appreciation (NUA) is a favorable tax planning opportunity that can often…