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.
One of the most significant financial and strategic events in a business owner’s life could be selling their company to a private equity (PE) firm. For many sellers, operational aspects
Completing audits remotely is now a commonplace method for how audits are planned and performed. Although remote audits were once seen as a temporary workaround, technological advances and evolving workforce
Sponsoring a qualified retirement plan for your employees comes with many compliance risks. One that many employers overlook is the written explanation, or “notice,” that employees must receive when they
Owning real estate such as vacation homes, rental properties, or future retirement residencies play an important role when estate planning. But, if these properties are across multiple states, there may
For family businesses, it’s common to assign positions of authority to relatives and require employees to report to them. However, common doesn’t always translate to good. Having outside input is
This year, your non-profit board will likely face many difficult questions. Among economic uncertainty, how do you secure donor confidence? Is artificial intelligence technology to be trusted? If yes, how
The One Big Beautiful Bill Act created a new tax advantaged way to help children build up savings for the future: Trump Accounts (TA). For U.S. citizen children born between
When fraud occurs in an organization, business owners and leaders usually experiences a range of emotions including anger, bewilderment, and embarrassment. Fraud may imply management incompetence or misplaced trust, often
Before you file your 2025 tax return, consider setting up a tax-advantaged retirement plan if you own a business or are self-employed and haven’t already done so. You could potentially
Would your organization be ready if your CFO happened to leave abruptly? At the beginning of the year, your finance and accounting (F&A) department comes under a microscope. Your internal
In 2026, the gift tax annual exclusion per beneficiary allows you to transfer up to $19,000 gift tax free without tapping into your $15 million lifetime gift and estate tax
Colleges and universities rely on federal and state financial aid programs to make higher education accessible. With that support comes strict oversight. One of the most effective ways to demonstrate
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