The custody rule in place since 1962 under the Advisers Act has required registered investment advisers to safeguard client funds and securities in their possession where they were given authority to obtain possession of them. The rule put in place…
Tax Brief: 2023 Q2 Key Tax Deadlines
Here are some of the key tax-related deadlines that apply to businesses and other employers during the second quarter of 2023. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact…
Audit & Accounting Brief: Take advantage of the specialized functions in QuickBooks
QuickBooks® provides an all-in-one solution that helps some small and medium-sized businesses manage their finances. While QuickBooks provides the accounting backbone for many companies, it has advanced features that go beyond basic bookkeeping tasks. For example, the time-tracking functionality in…
Tax Brief: Protect the advertising deductions of your business
Under tax law, businesses can generally deduct advertising and marketing expenses that help keep existing customers and bring in new ones. This valuable tax deduction can help businesses cut their taxes. However, in order to be deductible, advertising and marketing…