Banking & Finance

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Is your business missing out on valuable tax dollars?

The Research & Development tax credit remains one of the most underutilized tax-savings opportunities for manufacturers and other companies. Businesses across the U.S. are...

Maneuvering tax-return extensions

As the April 15 deadline looms, many taxpayers are considering extending their 2013 tax returns.While there are many reasons to file an extension, it...

Define your success

We are rapidly approaching the end of another year. Was it successful? How will you make next year more successful? More importantly, how do...

The Michigan Offer in Compromise for back taxes

The federal Offer in Compromise program is a powerful and often successful option for those who are unable to pay back taxes.Effective Jan. 1,...

What should investors think about market volatility in the face of all the scary...

Financial markets have been very volatile over the last few days. In addition to election season being underway, all our lives are drastically changing...

IRS updates per diem rates

Business travelers have a lot of expenses to keep track of, including hotels, restaurants and transportation.Companies generally use one of two methods to pay...

Why is the Fed buying $85B a month in securities?

Financial markets respond to each Fed statement related to its strategy of buying $85 billion a month in securities.Stock prices fell sharply when Bernanke...

Estate planning 101

Our firm recently had the privilege of sponsoring an estate planning seminar at the Grand Rapids Community Foundation. The seminar consisted of a panel...

Understanding sequence risk and its effect on retirement planning

There is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there is one big wild card we cannot control called sequence risk.

What is sustainable investing, and should I consider it as part of my portfolio?

Your personal priorities govern the type of sustainable investing that will best align with your goals.

How can I generate extra cash flow to fund my retirement plan?

This is a question that we hear from our clients quite regularly. It’s great that we’re asked this question, because it implies that the...

The Roth 401(k) option

The complexities of saving for retirement continue to transform. Of course, there are many investment strategies to consider when developing your retirement savings plan....

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