Videos
Have You Finalized Your Retirement Savings Offerings? By LeeAnne Cardoza, Manager
Business owners, the CalSavers retirement savings program is available to organizations that have five or more employees and don’t currently offer their own retirement plans. Find out important information about qualifications and upcoming deadlines in our latest article. Click the link below to read the full article. https://bit.ly/GCcalsaversDate:June 12th, 2020
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Real Estate Investor vs. Dealer by Adriane Reams, CPA
You may be one of the many people eager to buy a property in a hot real estate market within the U.S., but before you buy, it’s important to consider whether the IRS will classify you as a dealer, an investor, or both. Click the link below to learn more about seizing an exciting real estate opportunity and how it could affect your taxes. https://bit.ly/gcdealervinvestorDate:May 6th, 2020
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Bridge the Gap Between Generations with Strategic Planning by Marty Fox, CPA
Ag decision-makers are changing, and so is the decision-making process. Company owners who are retiring are transitioning leadership of their farming entities to subsequent generations. Check out our latest article on developing a strategic plan to ensure you have goals in place that bring together the experiences and thought processes of all generations. Click the link below to read the full article. https://bit.ly/gcstrategicplanningDate:May 6th, 2020
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The New W-4: Why and What's Changed by Persefini Quintero
If you haven't already heard, there's a new W-4 to complete when hiring new members to your team. Amid the flurry of COVID-19, it could have easily been missed and your procedures may be out of compliance. Check out our latest article that provides you with a quick guide to properly complete the new form, with additional resources. Click the link below to read the full article: https://bit.ly/2V8O7uoDate:April 7th, 2020
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How to Leverage Your Real Estate Portfolio Without Forgetting Taxes by Ian Grimbleby, CPA
Often times, real estate investors are focused on their short-term cash needs and not thinking about tax considerations. Our latest article discusses how to make the best long-term decisions when it comes to real estate investments and taxes. Click the link below to read the full article. https://bit.ly/2TEqQQcDate:March 4th, 2020
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How Much Is Enough? Break-even and Profit Analysis by Marty Fox, CPA
Do you know what your break-even point is? Without that, how do you know how much you need to sell to make a profit? Our latest article explains all of this and even has formulas so you can calculate for yourself. Click the link below to read the full article. https://bit.ly/32SadV6Date:March 4th, 2020
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Big Changes Coming to Lease Accounting for Ag Businesses by Doug DeBoer, CPA
Accounting standards are continually changing and we're always working to keep you aware and informed. This year there are changes happening in lease accounting, specifically for agricultural lands. Check out our latest article where Doug highlights some of these changes in operating and capital leases. To read the full article, please click the link below. http://bit.ly/37RY8klDate:January 24th, 2020
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Capturing the Benefits of Captive Insurance by Chad Van Houten
When it comes to insuring your business, you may be weighing the high cost and low risk of traditional insurance against the low cost and high risk of self-insurance. But there is one more alternative to consider: captive insurance. Read the full article about how captive insurance can benefit your business at the link below. https://bit.ly/2YNe9XYDate:January 21st, 2020
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Construction Case Study - Selling Through Succession Planning by Ian Grimbleby, CPA
This case study is about a father selling his business to the son as part of their succession plan. They needed to come to an agreement on how the transition would happen and the value of the company to pay out the father and have the son take over ownership and day-to-day responsibilities. To read the full case study with the challenges and final outcome click the link below. https://www.grimbleby-coleman.com/resources/articles/Construction-Case-Study-Selling-Through-Succession-Planning https://www.grimbleby-coleman.com/resources/articles/Construction-Case-Study-Selling-Through-Succession-PlanningDate:January 20th, 2020
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The New Revenue Recognition Standards by Sue Hudgens, CPA
If you follow U.S. Generally Accepted Accounting Policies (GAAP), the time has come for your company to comply with the new revenue recognition standard set for 2019. The article covers the five-step model that is made to fit most businesses worldwide, as opposed to the previous standards which differed based on the industry. Click the link below to check out the full article. https://bit.ly/30FUUg9Date:January 20th, 2020
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Securing Financing for Expansion by Ian Grimbleby
Our team worked with a company that was looking to purchase another building but needed help securing financing. After working with them to build working capital they were able to secure financing. Read the full case study at the link below. https://bit.ly/2YyoKqjDate:January 20th, 2020
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Do You Need a Succession Roadmap? by Jeff Bowman, CPA
Every family and every business is unique and that's why we never take a standardized approach to succession planning. Our Succession Roadmap is a written document that helps guide the process and provides a way for you and your family to review important considerations. Click the link below to check out the full article on creating a plan for your family. https://bit.ly/2IDuNQhDate:January 20th, 2020
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Switch It Up with New QuickBooks Features by Tami Davis
It’s very easy to get into a routine of logging on to QuickBooks, doing your daily tasks, and logging out. But you could be missing the opportunity to utilize some of the new features QuickBooks releases because you’re not exploring. Check out our latest article by Tami Davis at the link below for features you could be benefitting from on both Desktop and Online. https://bit.ly/2CIV3WjDate:January 20th, 2020
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Will You Always Be Able to Farm on Your Land? by Stephanie Banuelos
As you’ve probably noticed in the news, water is reshaping the agricultural landscape — literally. This article discusses how these changes might effect farmers in the Central Valley and some contingencies they can make to secure revenue from their land. Click the link below to read the full article: https://www.grimbleby-coleman.com/resources/articles/How-Are-Water-Regulations-Affecting-Your-Land-s-Value-Date:January 17th, 2020
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Business Advising Case Study - Managing Profit & Cash Flow by Marty Fox
This case study is about a historically successful medical practice was suffering from declining profits and cash flow. Turnover within the accounting department was high, and reporting was inconsistent and often unreliable. The owners felt that too much of their time was spent putting out fires instead of building the practice. Two of the owners were close to retirement and wanted to sell their interest in the company to the other partners. To read the full case study with the challenges and final outcome click the link below: https://www.grimbleby-coleman.com/resources/articles/Business-Advising-Case-Study-Managing-Profit-Cash-FlowDate:January 17th, 2020
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