Bulloch, DuPertuis, Schulman, Seger & Co.

This one may be a no brainer, but “being super wealthy” increases your chance of an IRS audit. The IRS sees those with high incomes as opportunities to uncover dollars owed. Also, hiding off-shore accounts invites an audit. Remember, it’s not illegal to have them, but it is illegal not to declare them as income.

These states impose the lowest taxes on retirees. All of them exempt Social Security benefits from state taxes. Most of them exempt at least a portion of other retirement income, such as pensions and withdrawals from tax-deferred retirement plans.

Extraordinarily successful leaders get the most out of their people by helping them become highly motivated and engaged in their jobs. Set the bar high and challenge your employees to exceed expectations.

There is still time to take advantage of several tax planning opportunities before the end of 2014. Consider such items as deferring bonuses, and on the deduction side, accelerating state and local income taxes, interest payments, and real estate taxes.

According to a new report, more than 40 percent of all audits inspected by the PCAOB in 2012 had deficiencies, and the number of fair value measurement audit deficiencies made up approximately one-fourth of all audit deficiencies.

Most people experience a burn out in their life. If you’re constantly running on empty and no amount of rest seems to rejuvenate you, you could be on the verge of a burn out.

As an entrepreneur, you only get one chance to make an impression on investors. Avoid saying remarks like, “This won’t fail” and “I think you will find the business plan answers all your questions.”

Do you have a difficult time saying no? Perhaps you’re fearful it will drive business away when in actuality, it can help your business grow.

Discover ways to protect both the client and the beneficiary. First, recommend an irrevocable trust. Second, recommend giving the beneficiary part of the fund while the client is still living.

Nonprofits are bringing more data experts onto their staff in the face of rising concerns about data security, according to results of the Nonprofit Technology Network’s (NTEN) 8th Annual Nonprofit Technology Staffing and Investments Report.