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.
Late customer payments and outstanding invoices can create budget disruptions, increase borrowing needs, make it harder to plan for growth, and create temporary cash shortages if they continue over time.
The substantial cost of long-term care (LTC) is one of the greatest risks to your estate plan. Services such a nursing home stays or home health aides can very quickly
For professionals, deciding which memberships deserve a place in a budget is a key factor in reevaluating recurring expenses. Members are beginning to expect a personalized experience, flexible engagement options,
It can be difficult to determine which insurance products and how much coverage you need given potential threats to your business’ assets, cash flow, and human resources. Inadequate coverage or
State taxes can have a significant financial impact if you’re relocating for work, retirement, family, or lifestyle reasons. Establishing residency for tax purposes can be more complicated than expected and
Through Employer Identification Numbers (EINs), payroll systems, and tax filings, businesses are easily targeted for tax identity theft. These crimes can have a significant financial impact, and your business may
Closing up shop doesn’t always have to be the immediate response to filing for bankruptcy. Reorganizing is another potential avenue many distressed businesses take allowing for continued operations. A business
Cash is no longer the preferred method of payment for many customers, even though it hasn’t entirely disappeared. More and more business are taking a step back and evaluating their
Payroll management is critical for small and midsize employers. Federal, state, and local agencies require that you meet a variety of tax, reporting, and wage related obligations and your employees
If you hold assets overseas such as real estate, foreign bank accounts, or investments in international markets, its essential to properly address these foreign assets when estate planning. If not,
Non-profits often rely on bursts of fundraising activity such as short campaigns that bring in funds followed by long, quiet stretches for their organization. However, this stop and start approach
Offering a 401(k) retirement savings plan with all the bells and whistles is the hope for most business owners. However, offering such benefits may unfeasible for small business with lean
Our CPAs and advisors are a great resource if you’re ready to learn even more.
