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The Value Report - Machen McChesney Business Advisory Insights

At Machen McChesney we are committed to Returning Value to you through our monthly e-newsletter, The Value Report.

Here you'll find regular tips to help with your business and personal finances, as well as strategies to grow and more efficiently run your organization.

Table of Contents

  1. Year-End Tax Planning Considerations for Individuals
  2. Preventing Fraud Pays Off: 5 Ways to Save Your Company 5% of Revenue
  3. How to Maximize the Benefit of Business Trips
  4. Feeling Good About a Crummey Trust? Consider This Estate-Planning Technique

Year-End Tax Planning Considerations for Individuals

iStock_000005090067_Small.jpgAs the summer months wind down, year-end tax planning will become a hot topic for many client service professionals. Whether it’s the closely held business owner or a high-net-worth individual, income taxes represent a significant outflow for our clients. If not already addressed on a regular basis, year-end planning is the last chance to evaluate opportunities before the year comes to a close. As conversations begin to shift toward year-end planning, here are a few strategies to consider.  Continue reading.

Preventing Fraud Pays Off: 5 Ways to Save Your
Company 5% of Revenue

Most companies think that fraud is something that happens within other companies or bigger companies or even companies that don’t have proper controls in place. But the truth is, it can happen in any organization. Fraud occurs in large and small organizations, for-profits and nonprofits, and even in organizations where management has implemented every control and procedure to try to prevent it. The Department of Revenue estimates nearly a third of employees commit some degree of employee theft. Continue reading.

How to Maximize the Benefit of a Business Trip

Are you planning a business trip to a distant city? If the destination is known for its cultural attractions or recreational activities, you might want to combine your business with a little pleasure. In fact, this could be a chance to get away after the children have gone back to school or to just spend some quality “alone time” with your spouse.The good news is that the bulk of your expenses are deductible if you handle things the right way. Continue reading.

Feeling Good About a Crummey Trust? Consider This
Estate-Planning Technique

Despite its off-putting name, a “Crummey trust” can provide favorable results for individuals who have a significant amount of assets. This device might be incorporated into a comprehensive estate planContinue reading.


We hope you found value in The Value Report you've received this month. We look forward to finding even more ways to Return Value to you in the future. 

Please feel free to visit our website or visit our blog at any time during the month to interact with additional valuable resources and helpful information.
If you have any questions on the topics above, please feel free to send us a message.
Machen McChesney
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