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The FMD blog covers tax, accounting, estate planning, and business topics to help privately held business owners, high net-worth individuals, and their advisors stay informed and make better decisions throughout the year.

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The Right Financial Guidance Can Help Maximize Your Business’s Potential
The Right Financial Guidance Can Help Maximize Your Business’s Potential
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IRS Issues Guidance on QOZ Program Changes
IRS Issues Guidance on QOZ Program Changes
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Turn Raw Data into Actionable Insights with Dashboard Reporting
Turn Raw Data into Actionable Insights with Dashboard Reporting
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How to Build a Stronger Workforce with a Strategic Onboarding Process
How to Build a Stronger Workforce with a Strategic Onboarding Process
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Where to Look When You Need to Improve Profit Margins
Where to Look When You Need to Improve Profit Margins
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IRS Provides Gift Tax Reporting Relief for Sec. 530A Account Contributions
IRS Provides Gift Tax Reporting Relief for Sec. 530A Account Contributions
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Stress Testing: A Smart Way to Manage Today’s Business Risks
Stress Testing: A Smart Way to Manage Today’s Business Risks
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How a Financial Statement Audit Strengthens Your Fraud Defenses
How a Financial Statement Audit Strengthens Your Fraud Defenses
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Is a Joint Trust Better Than Separate Trusts? Not Necessarily
Is a Joint Trust Better Than Separate Trusts? Not Necessarily
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Open the Door to Investment with a Winning Pitch Deck
Open the Door to Investment with a Winning Pitch Deck
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Balancing Financial Reporting Needs with Compliance Costs
Balancing Financial Reporting Needs with Compliance Costs
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Proper Planning can Ease the Pain of the Probate Process
Proper Planning can Ease the Pain of the Probate Process
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Building Bench Strength for Effective Succession Planning
Building Bench Strength for Effective Succession Planning
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Accounting for Business Combinations
Accounting for Business Combinations
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Qualified Disclaimers Help Your Estate Plan Change with the Times
Qualified Disclaimers Help Your Estate Plan Change with the Times
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Behind on Bookkeeping? Here’s How to Get Back on Track
Behind on Bookkeeping? Here’s How to Get Back on Track
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Rethink Inventory Management
Rethink Inventory Management
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A Trust Protector can help Ensure that Your Trust will Fulfill Your Goals
A Trust Protector can help Ensure that Your Trust will Fulfill Your Goals
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Midyear is a Good Time to Update Your Business’s Strategic Plan
Midyear is a Good Time to Update Your Business’s Strategic Plan
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Use Non-GAAP Measures without Losing Transparency
Use Non-GAAP Measures without Losing Transparency
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Transfer Assets Tax Efficiently with a GRAT
Transfer Assets Tax Efficiently with a GRAT
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Summer’s for Vacation — Encourage your Workers to Take One
Summer’s for Vacation — Encourage your Workers to Take One
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Does Your College-age Child Need an Estate Plan?
Does Your College-age Child Need an Estate Plan?
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Managing Overhead Costs Today
Managing Overhead Costs Today
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Looking for Funding? Consider SBA Loans
Looking for Funding? Consider SBA Loans
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How to make Financial Reports Easier for Stakeholders to Understand
How to make Financial Reports Easier for Stakeholders to Understand
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Add Flexibility to Your Estate Plan with Powers of Appointment
Add Flexibility to Your Estate Plan with Powers of Appointment
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What You Can Do to Protect Your Business from Rising Costs
What You Can Do to Protect Your Business from Rising Costs
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