Smolin Service AreasPlanning opportunities for you and your business

The proceeds from a life insurance policy are generally subject to the estate tax. You can remove them from your taxable estate by transferring policy ownership. If you wait too long, however, this tactic might not work. If you die within three years of the ownership transfer, the proceeds will be considered part of your

Although remote audit procedures can streamline the audit process and minimize health risks, to accurately identify and assess the risk of fraud during an audit of financial statements, it’s important to be able to see somebody’s face. The solution to this conundrum may lie in remote meetings using videoconferencing technology. Questions Matter Auditors must assess

There are many tools that can help forensic accounts uncover attempts to hide assets. One of the most effective, however, is something known as lifestyle analysis. Lifestyle analysis involves putting together a financial profile on a subject and looking for discrepancies between a person’s known resources and their lifestyle.  Making a financial profile Financial profiles

Feel overwhelmed by the lack of guidance on the multiple pages of the PPP loan application? Want to make sure your application is accepted and approved? Get an understanding of what the application involves and how to completely it correctly with our step-by-step webinar including: Details of the SBA loan forgiveness application (Form 3508) Calculating