by Kaylee Goertzen | Oct 14, 2026 | Latest News
Are you planning to retire or move on from your family business in the next five to ten years? If so, and you know who’ll succeed you, start preparing that person to lead. To reveal knowledge gaps, minimize friction among relatives and employees, and give everyone...
by Kaylee Goertzen | Oct 13, 2026 | Latest News
Executives and key employees often receive stock-based compensation in addition to salaries and bonuses. If restricted stock is part of your compensation, considering the potential tax consequences well before December 31 is a good idea. You may have decisions to make...
by Kaylee Goertzen | Oct 8, 2026 | Latest News
If you own a closely held C corporation, you might be looking for ways to withdraw cash from your business. Paying yourself a dividend can be a straightforward option — but it comes at a tax cost. Corporate distributions are generally taxable to you to the extent of...
by Kaylee Goertzen | Oct 7, 2026 | Our Staff
Present Position Audit Manager Education Bachelors in Accounting from Nebraska Wesleyan Certifications & Designations CPA Specialties Audit Professional Involvement AICPA Charitable Involvement FCA What do you enjoy doing when you are not working? Golfing...
by Kaylee Goertzen | Oct 7, 2026 | Latest News
When a business is acquired, its customers don’t necessarily transfer their loyalty to the buyer. Customers may worry about future pricing, service, product quality and whether the business’s new owner understands what they value. If their concerns go unanswered,...
