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.
As your non-profit’s board looks toward 2027, it may face important decisions about funding, staffing, programs, and long-term sustainability. A well-planned board retreat creates dedicated time for strategic discussions and
When a customer with unpaid invoices files for Chapter 11 bankruptcy, an outstanding receivable can quickly become a significant business concern. While a bankruptcy filing doesn’t automatically mean your business
If you’re buying a home or purchased one this year, you’re likely familiar with common homeowner tax breaks such as the mortgage interest deduction and property tax deduction. However, many
Although tax filing season is months away, the decisions you make before December 31, 2026, can significantly affect your federal income tax liability. This year, proactive planning is especially important
Small business owners with employees may see higher payroll tax costs in 2027. The Social Security Administration recently announced that the Social Security wage base will increase to $192,300 for
Business owners and managers typically have the deepest understanding of their company’s operations, strategies, and challenges. As part of the valuation process, professionals often conduct management interviews alongside facility tours
Accrued expenses play an important role in presenting an accurate picture of your business’ financial health. At the end of each reporting period, many businesses have incurred operating costs that
Helping children, grandchildren, or other loved ones pursue educational opportunities can be one of the most meaningful ways to preserve and transfer family wealth. While 529 plans are a popular
As 2026 ends, now is a good time to review your retirement savings strategy. Boosting your 401(k) contributions before year-end may help lower your current tax bill, enhance employer matching
Many businesses use federal per diem rates to reimburse employees for business travel expenses. In IRS Notice 2026-60, they announced updated per diem rates effective for the federal government’s fiscal
The 2026 tax year is quickly coming to a close, but there’s still time to implement strategies that may help reduce your business’ federal income tax liability. Taking a proactive
Accurate financial records are essential for making informed business decisions. The accounting cycle is a structured process used to record, organize, and summarize a company’s financial activity during a specific
Our CPAs and advisors are a great resource if you’re ready to learn even more.
