Behind on Bookkeeping? How to Catch Up & Move Forward
When it comes to running a business, there are countless responsibilities to juggle and it’s common for bookkeeping to fall to the bottom of the to-do list. However, if you
Find What Your Looking For
Category: Articles
Tax Considerations After A Job Loss
Even when unemployment is relatively low, job loss can affect workers across many industries. In May 2026, the U.S. unemployment rate was 4.3%, according to the U.S. Bureau of Labor
Task Fragmentation: A Hidden Fraud Risk for Organizations
When different employees handle different parts of a transaction, it can be difficult to detect fraud. If a dishonest manager orchestrates a fraud scheme by instructing several employees to perform
1031 Like-Kind Exchange: Four Misconceptions For Real Estate Owners
If you own commercial real estate as a real estate developer or a small business owner and are thinking about potentially selling a property, a Section 1031 like-kind exchange may
Inventory Management Strategies To Support Cash Flow
Inventory management strategies can support cash flow by helping businesses reduce excess stock, lower carrying costs, and align purchasing or production with customer demand. Strategies such as just-in-time inventory management
How A Trust Protector Can Add Flexibility To Your Estate Plan
A trust protector is a person or advisor appointed to oversee certain aspects of a trust and respond when circumstances change. Depending on the trust document, a trust protector may
Cash Flow Management Tips For Non-Profit Leaders
It’s not uncommon for non-profits to face financial challenges. It even happens to organizations with healthy fundraising, as they can’t always know if the money is going to arrive when
Strategic Planning for Businesses: A Midyear Review Guide
Something that should evolve with your business is your strategic planning practices. Strategic planning is not just a one-time or once a year thing. Instead, regularly reviewing your plan helps
Exempt vs Nonexempt Employees: A Practical Guide For Employers
Employee classification is more than an HR detail. It affects payroll, overtime, recordkeeping, employee expectations, and compliance with the Fair Labor Standards Act (FLSA). For employers, one of the most
Kiddie Tax Rules for Children With Investment Income
An assumption often made by parents about the so called “kiddie tax” is that it only applies to minors, while some parents may not even know it exists. However, the