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Planning Opportunities For Final Tax Return

Director of Tax Charles E. Federanich, CPA, MT, AEP® and Senior Manager Amy I. Kinkaid CPA, JD, MT recently co-authored “Planning opportunities for the final tax return” that was published in the July 2017 issue

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NEWS

Put your income statement to good use

By midyear, most businesses that follow U.S. Generally Accepted Accounting Principles (GAAP) have issued their year-end financial statements. But how many have actually used them to improve their business operations in the future? Producing financial

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NEWS

Timeliness counts in financial reporting

Do you procrastinate when it comes to closing your books and delivering year-end financial statements? Lenders and investors may think the worst if a company’s financial statements aren’t submitted in a timely manner. Here are

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NEWS

Close-up on Restricted Cash

The Financial Accounting Standards Board (FASB) has amended U.S. Generally Accepted Accounting Principles (GAAP) to clarify the guidance on reporting restricted cash balances on cash flow statements. Until now, Accounting Standards Codification Topic 230, Statement

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working capital
NEWS

How to shape up your working capital

Working capital — current assets minus current liabilities — is a common measure of liquidity. High liquidity generally equates with low risk, but excessive amounts of cash tied up in working capital may detract from

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NEWS

Shielding your individual wealth today

Like many affluent individuals, you’ve probably worked hard for years to accumulate assets and create wealth. But have you taken steps to protect your hard-earned assets? Asset preservation is as important as asset accumulation in

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Pease People

Pease & Associates Welcomes Jerry Doyle

Jerry Doyle has been a fixture among business luminaries in the Cleveland area for over 45 years.  As Managing Director, Business Development, for Deloitte’s Northeast Ohio practice, Jerry focused on developing long term relationships with

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agreed upon procedures
NEWS

FAQs about agreed upon procedures

An agreed upon procedures (AUP) engagement uses procedures similar to an audit, but on a smaller and limited scale. Here’s how a customized AUP engagement differs from an audit and can be used to identify

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