Uncover common estate planning mistakes that could jeopardize your assets and learn how to avoid them. Find out why aligning beneficiary designations with your will or trust is vital and discover the benefits of setting up a trust to manage your assets effectively.
Posts By: Isler CPA
Preparing your business for a future transition is crucial to its success. Learn how to avoid common mistakes and ensure your business thrives through any change.
Discover how to handle home sale exclusions after losing a spouse, with a focus on the crucial two-year mark.
When policies change and priorities shift, nonprofits need to stay flexible and focused. This guide highlights practical strategies, from diversifying funding streams to sharpening compliance efforts, all aimed at strengthening your organization’s resilience. With the right preparation and professional financial guidance, you can maintain your mission’s momentum, no matter what the future brings.
Arm yourself against scammers this tax season! Learn how to identify fraudulent messages and verify sender identities from reputable organizations like the IRS, Social Security Administration, and others.
Unlock the mystery of gift tax liabilities and their potential impact on the next generation with this insightful article. Delve into strategic estate planning with expert advice from CPA Joseph Lewis.
Learn about the key payroll and tax changes for 2025 that could impact your business. Navigate through the updates on bonuses, fringe benefits, meals, entertainment, and new IRS electronic filing requirements. Stay up-to-date with Oregon state-specific changes, including updates on State Unemployment rates, overtime rules for agricultural workers, and the Paid Family Leave Program.
In today’s business world, trust and transparency are non-negotiable. Discover how attestation services can enhance your company’s credibility by providing independent verification of your financial information. Read our essential guide to learn how these services can drive business success and foster stakeholder confidence.
Discover how CPA advisory services can provide strategic value to your business, helping you navigate complex transactions and enhance financial efficiency. This video explores different services CPAs offer, from financial planning to M&A consulting, and how they can benefit your business.
Cyber threats are serious business risks that can harm your bottom line, reputation, and operations. This guide covers essential defense strategies you need to know to protect your business. Learn how proactive cybersecurity measures can make all the difference.