The Leading Edge: Advice and information to help you manage your business

Welcome to the fall issue of KAWG&Fs The Leading Edge magazine. This issue covers a diverse range of topics that affect you and your business. Everyone dreams of retirement, but those visions can vary drastically. Gone are the days when all retirees got their gold watch, left the company and never returned to the workplace. Our cover story explores three “retirement” paths as well as details some ideas for you to consider in planning for your own retirement, no matter when that might be.

In a different retirement perspective, Jane Brewer explores the massive Pension Protection Act of 2006 signed in August by President Bush. She details how the many important tax changes will affect retirement plans, charitable donations and charities.

This issue, however, is not all about retirement. Did you know 37 percent of fraud cases are committed by people who had been employed 10 years or more by the organization? Or that the average fraud loss for a small business is $190,000? Joel Charkatz visits the concept of fraud in the workplace, explaining various schemes and identifying the common warning signs.

And finally, Meredith Baumeister advises on how to prepare for an audit to help alleviate the stress. She details 10 tips—from planning ahead to communicating—all so your audit goes as smoothly and efficiently as possible.

With the holiday season approaching quickly, don’t forget now that you still can execute some advantageous year-end tax strategies and plan for 2007. Give us a call at (410) 828-2727 with any questions and we’ll continue to keep you updated throughout the year.

Best wishes to all for a most happy, healthy, peaceful and prosperous holiday season and new year.

Alvin D. Katz, CPA, President & CEO

Download The Leading Edge Magazine, Fall 2006

Pdf format, 1mb, 20pages.

Cover Story: The changing face of retirement

Finances, interests, longevity mean no single definition applies

Visit The Leading Edge Alliance Official Website

The Leading Edge Alliance is a global alliance of major independently owned accounting and consulting firms that share an entrepreneurial spirit and a drive to be the premier provider of professional services in their chosen markets.

Members are top quality firms who are very successful, have deep client relationships, and strong ties to the community. The Alliance provides members with an unbeatable combination: the comprehensive size and scope of a large multinational company while offering their clients the continuity, consistency and quality service of a local firm.

Member firms have access to the best and brightest teams of business advisors—a  peer-to-peer connection that provides the right business solutions for clients.

The combined revenues of the Alliance totals more than $1.1 billion with more than 6,000 professional staff. The Alliance continually assesses new member firms, to extend into all prominent international markets.

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