Part of our job as advisors is explaining important issues in the simplest possible terms and laying out possible strategies and solutions. We’re not looking to confuse you—we’re here to enlighten you and expand your understanding. Bookmark this page or subscribe to our weekly newsletter for a steady stream of helpful articles.
If you sponsor a 401(k) plan for employees, you understand it’s a lot to manage. But manage it you must. Under the Employee Retirement Income Security Act of 1974 (ERISA),
One of the most versatile estate planning tools available is a living trust. Living trusts offer a streamlined way to manage and transfer assets while maintaining privacy and control. It
This year, your staffers and volunteers have worked hard to find new opportunities and overcome challenges to fulfill your organization’s mission. Successful outcomes and smiles on the faces of those
Now’s a good time to check the balance of your account if you have a flexible spending account (FSA) through your employer to help pay for health or dependent care
Financial statements play a critical role in valuing businesses for mergers and acquisitions. Financial metrics such as earnings before interest, taxes, depreciation, and amortization is often where prospective buyers will
The tax consequences of selling your business or acquiring another company can have a major impact on the transaction’s success or failure. You must consider the potential tax implications if
The IRS has issued its 2026 inflation adjusted retirement plan contribution limits with Notice 2025-67. Most retirement plan related limits are set to increase for 2026, though the changes are
Year-end physical inventory counts may be needed for businesses with significant inventory such as retailers, manufacturers, contractors, and others when issuing audited financial statements. Auditors observe these counts to evaluate
While planning for end of life is never easy, you can ease a major burden from your loved ones by including funeral and memorial wishes in your estate plan. Decisions
When planning a major fundraiser such as a dinner gala, it’s easy to get swept up in the “fun” factors such as venue, menu, and entertainment. In retrospect, these are
In 2026, taxpayers in the top federal income tax bracket will begin to see their itemized deductions reduced. Here are steps you can take now to help mitigate the negative
How can you guarantee that when your doors close for the day, your merchandise doesn’t wander out the back door? The term “shrinkage” in the retail space refers to when
Our CPAs and advisors are a great resource if you’re ready to learn even more.
