Daniel Yu | July 26, 2019
In our last newsletter, we discussed the importance of ethics as a safeguard of the trust necessary to a free market economy. Recently, the role the largest technology companies play in our society has come under scrutiny, and we are beginning to assess the responsibilities they have to our society. Read more. Read More
Jessica Bundy | July 11, 2019
As companies approach the last quarter of a year, there are great high-level questions they can be asking to ensure a successful prior year, as well as a successful future year. These questions can include “How can we cut or control costs?” “Are there time-saving tips we can leverage this time of year?” and “What value can we add to our processes?” These same questions also apply to a company’s employee benefit plan. Read more. Read More
David Cechanowicz | July 2, 2019
In the June 2018 issue of Planning Matters, we did a deeper dive into a colorful visual aid that outlines the breadth of wealth management and planning services offered by REDW Wealth, LLC – our “Universe of Financial Advice, Planning and Wealth Management” map – which shows the wide scope of planning services we offer in four primary planning areas: Business Planning, Estate Planning, Retirement Planning and Investment Planning or Asset Management. ... In this issue, our focus is on the role of Strategic Tax Planning and what it means in the lives of our clients.Read more. Read More
James Ortiz and Jacquelyn Armer | July 1, 2019
Beginning July 1, 2019, out-of-state and online retailers who lack physical presence in New Mexico may be required to collect and remit New Mexico gross receipts tax. Out-of-state businesses will be required to register with the New Mexico Taxation and Revenue Department and begin remitting gross receipts tax if in the previous calendar year they have total taxable gross receipts of at least...read more. Read More
James Ortiz | June 24, 2019
Under new Arizona law that takes effect October 1, 2019, out-of-state online retailers doing business in Arizona may be required to collect and remit transaction privilege sales tax (TPT) to the state of Arizona. Remote sellers must file and pay if their total annual sales exceed... read more. Read More
Lyric Morrison | May 22, 2019
Why are so many businesses moving their accounting operations to the cloud? Should you make the switch too?
For many, “the cloud” and “cloud computing” are mysterious and confusing concepts, which can lead to a severe misunderstanding of all the efficiencies and opportunities cloud-based financial management platforms can offer you and your business.
Here are four signs you and your business are ready to take the leap from your own server to the cloud - Read more. Read More
Dean Willingham and Michael Jacobson | May 9, 2019
In 2016, the Financial Accounting Standards Board issued an Accounting Standards Update (ASC 842) that changed the way financial reporting will be done for leasing transactions. This change will affect all companies and organizations that lease assets such as real estate, airplanes and vehicles, and manufacturing equipment. Read more. Read More