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.
A strong sales function doesn’t just depend on scripts, software, or talented representatives for small to mid-sized businesses. Instead, it begins with clarity. Clarity is achieved when everyone selling is
When an individual or group misappropriates a company’s brand identity and uses it for financial gain or malicious sabotage, it’s considered brandjacking. A lot of brandjacking schemes include tactics such
With 2025 coming to a close, it’s important to review your organization’s accounting for unused paid time off (PTO). Unused vacation, sick leave, or personal time are some of things
If you endorse employer sponsored qualified retirement plans, it’s crucial to stay on top of annual IRS inflation adjustments to contribution limits and other amounts. Plan design, employee communication, and
The One Big Beautiful Bill Act (OBBBA) allows new income tax deductions from 2025 through 2028 for qualified cash tips and overtime pay. If this applies to you, you may
Cybersecurity budgets increased by 4% this year according to the 2025 Security Budget Benchmark Report. Their report, which is based on responses collected by IANS Research and Artico Search, surveyed
A term you might hear regarding responsibilities is “fiduciary.” But what does it even mean? And who does it apply to? Generally, fiduciary refers to the legal and ethical obligations
You likely have a lot on your plate this time of year – from holiday shopping, to donating to your favorite charities, and planning get togethers with family and friends.
For federal tax purposes, interest paid or accrued by a business is generally deductible. However, some limitations apply. Under the newly enacted One Big Beautiful Bill Act (OBBBA), new changes
A powerful tool for consolidating and managing family wealth while reducing gift and estate taxes is family limited partnerships (FLP). These arrangements, however, are closely scrutinized by the IRS. This
As year-end approaches, calendar year entities that issue audited financial statements are gearing up for audit fieldwork. This includes tasks like closing their books, preparing schedules, and coordinating with external
The end of the year is a great time to revisit your gifting strategy. If you’re wanting to transfer wealth efficiently while reducing future estate tax exposure, a simple and
Our CPAs and advisors are a great resource if you’re ready to learn even more.
