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.
Non-profit mergers can provide organizations with many benefits. However, this is only successful when organizations complete their due diligence and work through the process with clear goals. Take a look
Business owners face no shortage of uncertainty, and planning is challenging due to factors like persistent inflation, evolving trade policies, cybersecurity threats, and ongoing geopolitical tensions. While it’s impossible to
Summer is a good time to review whether your income, deductions, and investment activities are lining up as expected and determine if you qualify for these tax saving opportunities. Your
An important consideration for small business owners is whether to use the cash or accrual accounting methods for federal income tax purposes. For larger entities, the accrual method is required.
Revisiting your estate plan is a good summer activity, especially if you plan to see friends and family on vacations or at special gatherings. If you own a closely held
One way many employers stay competitive on the job market and responsive to participants’ needs is occasionally fine tuning their 401(k) plans. Adding a Roth 401(k) feature is a great
A major threat facing small and midsize businesses is fraud. Audits can help business owners identify anomalies and deter would be fraudsters, even though they aren’t necessarily designed to uncover
A joint living trust with your spouse can make it easier to manage shared assets, but separate trusts may offer more planning flexibility for creditor exposure, taxes, and family circumstances.
Whether you’re launching a start-up, expanding into new markets, developing a product, or pursuing a business acquisition, attracting investors takes more than a strong idea. Investors want to see a
Today’s donors increasingly want an active role in deciding where their charitable dollars go. That’s one reason giving circles, which are groups of individuals who pool contributions and collectively choose
The new tax deduction for taxpayers age 65 and older was sometimes referred as “no tax on Social Security” last year. However, this deduction of up to $6,000 per individual,
U.S. military veterans own majority stakes in more than 1.6 million businesses and represent 5.3% of this county’s business owners, according to the U.S. Small Business Administration. Even if you’re not
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