Month: August 2021
Copeland Buhl offers a variety of Accounting and Assurance services consisting of Audits, Reviews, Compilations, Preparations and Agreed Upon Procedures (AUP). Below is a summary of each level of service, and how each level of service may be of benefit to you. Audit: An audit is the highest level of...
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August 10, 2021 by Staff
CRM Software Without happy customers, a business fails. Unfortunately, it can be difficult to manage all of the customers and clients that your business interacts with on a daily basis. Instead of letting customer satisfaction go to the wayside, you should invest in customer relationship management (CRM) software. CRM solutions...
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August 2, 2021 by Staff
The final part of our blog post series focuses on four common planning techniques under current law. Each strategy is summarized along with a description of how proposed legislation would limit its effectiveness: Intentionally Defective Grantor Trusts (IDGTs) An IDGT is a great way to remove appreciation from a...
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