Pre-transaction considerations to prepare for life post-sale You have worked long and hard, built a successful business and have started to think about enjoying the fruits of your labor. You may be asking yourself, now what? Is it the right time to start thinking...
Most of us associate 529 accounts as college savings vehicles. They are flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful...
Accounting Today has released their 15th annual ranking of firms by AUM (Assets Under Management). For the sixth year in a row, Bernath & Rosenberg has been named as one of the leading CPA firms specializing in financial planning and wealth management. The...
The end of the year is quickly approaching and let’s hope that as a smart business owner, you’ve been meeting with your accountant throughout the year and taking steps to minimize your taxes. It’s only your biggest expense, right? It could be as much as 20 percent or...
End of year is fast approaching and it’s time to get your books in order. For many business owners, the thought of year-end accounting is overwhelming – what do you need to do to get your books in tip-top shape for year-end? 1. Get your books up-to-date: Many small...
