Thoughts from Our Managing Partner and Other M&S Thought Leaders
July 18, 2019
It's common for you to associate your CPA with historical financial data and performance; after all, audits and tax returns typically report what has already happened. But don't forget you can hire one to help predict how a company will perform in the future, too. Prospective reporting options There are three types of reports to choose from when predicting future performance: Forecasts. These...
July 16, 2019
Few businesses today can afford to let potential buyers slip through the cracks. Customer relationship management (CRM) software can help you build long-term relationships with those most likely to buy your products or services. But CRM software is not free, so to maximize your return on investment in one of these solutions, you and your employees must have a realistic grasp on its purpose and...
July 11, 2019
If a prime objective of your estate plan is to leave a lasting legacy, a dynasty trust may be the right estate planning vehicle for you. And, thanks to the substantially increased generation-skipping transfer (GST) tax exemption amount established by the Tax Cuts and Jobs Act, a dynasty trust is more appealing than ever. GST tax and dynasty trusts By allowing substantial amounts of wealth to grow...
July 09, 2019
One of the most popular fringe benefits for employees at many organizations isn’t an insurance plan or a health club membership; it’s shiny chrome and steel — a vehicle. Providing a car, van or truck that an employee can use for both work and personal purposes can attract better job candidates or just make sense practically. If your organization offers such a fringe benefit, you should know that...
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Submitted by admin on Wed, 2017-06-21 09:20