All Posts By

Nicole Zeffer

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August 14, 2017

Enjoy Tax Breaks at a Convention

Are you looking to get away? Perhaps attend a business convention on a tropical island? You can deduct the cost of the trip if the primary purpose is business related. Reasonableness is based on four factors:That is,…
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Tax
August 14, 2017

IRS Allows Exceptions for Missed Retirement Account Rollover Deadlines

You may know about the 60-day window for making tax-free rollovers of funds withdrawn from your IRA or other tax-favored retirement account. Here are a couple of things you might not know about the deadline: The…
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News
August 14, 2017

Revenue Recognition for Contracts: Changes Coming Soon

Revenue is the top line of your company's income statement. So, it tends to receive a lot of attention from investors, lenders and other stakeholders. Why? Changes in revenue can tell whether your company is growing…
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Uncategorized
August 14, 2017

Changes to the Revenue Recognition Standard are quickly approaching – Are you Ready?

With the effective date only a few months away for public (fiscal year after December 15, 2017) and private companies (fiscal year after December 15, 2018), both groups are supplementing their teams to ensure they…
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News
August 14, 2017

How external auditors can leverage your internal audit work

Does your company have an internal audit function? If so, you may be able to use your internal audit team to streamline financial reporting by external auditors. Here’s guidance on how to facilitate this collaborative…
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News
August 14, 2017

Private companies: Consider these financial reporting options

For years, private companies and their stakeholders have complained that the Financial Accounting Standards Board (FASB) catered too much to large, public companies and ignored the needs of smaller, privately held organizations that have less…
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Uncategorized
July 14, 2017

Squar Milner Top #5 Accounting Firm in Orange County

We are excited to announce that we are now ranked #5 in Orange County Accounting Firms by the Orange County Business Journal. Check out the list!
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Uncategorized
June 20, 2017

It may be time for your company to create a strategic IT plan

Many companies take an ad hoc approach to technology. If you’re among them, it’s understandable; you probably had to automate some tasks before others, your tech needs have likely evolved over time, and technology itself…
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Uncategorized
April 10, 2017

Getting Your Money’s Worth Out of a Company Retreat

Company retreats can cost enormous amounts of time and money. Are they worth it? Sometimes. Large-scale get-togethers can involve considerable out-of-pocket costs. And if the retreat is poorly planned or executed, participants’ wasted time is…
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Uncategorized
April 7, 2017

Consider key person insurance as a succession plan safeguard

In business, and in life, among the most important ways to manage risk is through insurance. For certain types of companies — particularly start-ups and small businesses — one major threat is the sudden loss…
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