Have you properly substantiated your 2018 charitable gifts?
Donating to charity is a key estate planning strategy for many people. It reduces the size of your taxable estate and it can help you leave >>
News
Auditing cashless transactions
Like most businesses, you’ve probably experienced a significant increase in the number of customers who prefer to make cashless payments. And you may be wondering: How >>
Russell Davis, CPA – MSCPA Young CPA of the Year
Congratulations Russ! Russell Davis, CPA, JCCS – Helena, was awarded the Young CPA of the Year award for his dedication and commitment to the Montana Society >>
An ESOP can benefit a business owner’s retirement and estate plans
Employee stock ownership plans (ESOPs) offer closely held business owners an exit strategy and a tax-efficient technique for sharing equity with employees. But did you know >>
Refine your strategic plan with SWOT
With the year underway, your business probably has a strategic plan in place for the months ahead. Or maybe you’ve created a general outline but haven’t >>
Private companies: Have you implemented the new revenue recognition standard?
Private companies that follow U.S. Generally Accepted Accounting Principles (GAAP) must comply with the landmark new revenue recognition standard in 2019. Many private company CFOs and >>
Hastily choosing an executor can lead to problems after your death
Choosing the right executor — sometimes known as a “personal representative” — is critical to the smooth administration of an estate. Yet many people treat this >>
Mandi Boutilier, CPA – Graduate’s from the Rainmaker Academy
Congratulations Mandi Boutilier! Mandi just graduated from the Rainmaker Academy. This intensive practice development program required a significant commitment. For those of you that may not >>
How do profits and cash flow differ?
Business owners sometimes mistakenly equate profits with cash flow. Here’s how this can lead to surprises when managing day-to-day operations — and why many profitable companies >>
Economic damages: Recovering what was lost
A business can suffer economic damages arising from a variety of illegal conduct. Common examples include breach of contract, patent infringement and commercial negligence. If your >>
