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 versatile estate planning tools available is a living trust. Living trusts offer a streamlined way to manage and transfer assets while maintaining privacy and control. It
This year, your staffers and volunteers have worked hard to find new opportunities and overcome challenges to fulfill your organization’s mission. Successful outcomes and smiles on the faces of those
Financial statements play a critical role in valuing businesses for mergers and acquisitions. Financial metrics such as earnings before interest, taxes, depreciation, and amortization is often where prospective buyers will
Year-end physical inventory counts may be needed for businesses with significant inventory such as retailers, manufacturers, contractors, and others when issuing audited financial statements. Auditors observe these counts to evaluate
While planning for end of life is never easy, you can ease a major burden from your loved ones by including funeral and memorial wishes in your estate plan. Decisions
When planning a major fundraiser such as a dinner gala, it’s easy to get swept up in the “fun” factors such as venue, menu, and entertainment. In retrospect, these are
In 2026, taxpayers in the top federal income tax bracket will begin to see their itemized deductions reduced. Here are steps you can take now to help mitigate the negative
How can you guarantee that when your doors close for the day, your merchandise doesn’t wander out the back door? The term “shrinkage” in the retail space refers to when
This year, the One Big Beautiful Bill Act (OBBBA) introduced an important tax break for certain nonresidential real estate that can be classified as qualified production property (QPP): it now
The One Big Beautiful Bill Act (OBBBA) has significant implications for the most tried and true tax reduction measures and has shifted the landscape for year-end tax planning. A big
Before you buy new accounting software or update your current solution, there are certain criteria that are critical to evaluate. The right platform can help streamline operations and improve financial
One of the most valuable benefits an employer can provide is a 401(k) plan. At the same time, it’s one of the most tempting targets for criminals. Fraudsters are constantly
Our CPAs and advisors are a great resource if you’re ready to learn even more.
