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recordkeeping

The Basics on Donor Advised Funds

One of the topics I talk about often flies under the radar for other financial advisors As a financial advisor, my job covers many topics that …

The Basics on Donor Advised FundsRead More

Category: Accounting & Tax Services, Business, Financial advisor, Small BusinessTag: accounting experts, accounting records, donor advised fund, financial advisor, financial advisors, financial assets, recordkeeping

Tax Tips for Private Foundations

Tax planning is different for private foundations than other charitable organizations. Private foundations pay an excise tax. Generally started by a …

Tax Tips for Private FoundationsRead More

Category: Nonprofit AuditsTag: accounting experts, cpas in walnut creek, Ernst Wintter, nonprofits, recordkeeping

Home Office Space: Are you Deducting it Correctly?

Millions of people work out of their homes on daily basis. Running a small home business or telecommuting, working from home is a cost effective plan. …

Home Office Space: Are you Deducting it Correctly?Read More

Category: Accounting & Tax ServicesTag: accounting records, Ernst Wintter, recordkeeping, Walnut Creek accounting firm

Broker Dealer Annual Audit: Checklist of What you Need to Prepare

Changes to the annual audit require broker-dealers to be proactive in being prepared. Working closing with the US Securities and Exchange Commission …

Broker Dealer Annual Audit: Checklist of What you Need to PrepareRead More

Category: Accounting & Tax ServicesTag: broker-dealer audit, cpas in walnut creek, Ernst Wintter, recordkeeping, walnut creek cpa

Small Business Records: What to Keep and What to Toss

Small business owners are subject to the same kind of thorough record keeping as giant corporations. Don’t make the mistake of destroying small …

Small Business Records: What to Keep and What to TossRead More

Category: Small BusinessTag: bookkeeping records, recordkeeping, small business records

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