Business Tax, Audit & Advisory Solutions Blog

1031 Exchanges: A Go-To Strategy for Businesses and Investors

Real estate transactions are showing no signs of slowing down, and part of the reason is a popular section of...

GPS Diagnostic: Identify Your Top Factors to Maximize Growth and Profit in Your Business

Whether you’re interested in exit planning or discovering opportunities for growing your profits, planning is an essential part of any...

Prepare for Success with a Change Success Diagnostic

Is your company preparing for a big change? We’re the first to admit that corporate change initiatives can be daunting....

Vacations Are an Asset – an Orange County CPA Firm’s Perspective

This summer I took my first three-week vacation, and I learned a great deal about preparing for a successful vacation....

Top 10 Fraud Prevention Tips for Business Owners and CEOs

Given the number of stories in the news, the phishing scams delivered to our email, and the portrayal of crazy...

Telling Your Business’ Story for a Successful Exit

I was recently speaking to a group of business owners, and when asked how many had received unsolicited offers to...

Real Estate Financial Reporting: GAAP vs. Income Tax Basis

Whether you’re forming a new real estate entity, or whether you’re considering refinancing an existing one, owners and managers of...

Preventing Occupational Fraud

Occupational fraud is much more common than most CEOs think. According to the Association of Certified Fraud Examiners Inc.’s “2018...

7 Wasteful Habits That Stifle Productivity (and Profitability)

If efficiency is one of the primary drivers of profitability, why do so many businesses waste assets—physical, financial, and human—with...

Future Proofing Your Business

Today’s business environment is ever-changing, highly competitive and fast-paced. It is difficult to succeed in this environment if you don’t...

How New Accounting for Leases Will Impact Your Business

There’s been lots of back and forth about the merits and drawbacks of off-balance sheet accounting, but no matter which...

6 Strategies to Increase the Sale Value of Your Business

No matter how successful your organization is and how proud you are of the business you’ve built, there will come...

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