Articles

Estate Planning

Undoing An ILIT: What You Need To Know

If your estate is large enough that estate taxes are a concern, it’s important not to own your life insurance policy at the time of your death, even if it

April 2, 2026

Non-Profit

Protect Your Organization’s Operations Against Disaster

Nearly every region of the United States is faced with the risk of natural disasters, whether that’s winter storms, flash floods, wildfires, hurricanes, and so on. For organizations, risk doesn’t

April 1, 2026

Business

Care For Your Employees Who Are Caregivers With Tailored Benefits

Working 9 a.m. to 5 p.m. while parenting young children or taking care of elderly relatives is becoming increasingly difficult to juggle all at once as caregiving costs continue to

April 1, 2026

Individual Tax

Do You Qualify For Mileage Deductions?

One important factor to know whether you’re filing your 2025 individual income tax return or planning for 2026, is whether you can deduct vehicle-related expenses. Last year’s One Big Beautiful

March 31, 2026

Business Tax

Correctly Classifying Debt Vs. Equity When Putting Money Into Corporations

How you put money into your company and take it back out can have a major effect on your tax bill if it operates as a C corporation. Capital contributions

March 30, 2026

Valuation

Bridging The Gap Between Private & Public Companies In Valuations

When valuing private businesses, valuation professionals routinely rely on public stock market data. They also adjust their analyses to generate reliable and defensible value conclusions based on key differences between

March 30, 2026

Accounting

Protect Against These Common Bank Reconciliation Pitfalls

One of the most effective and easiest internal controls for private businesses is bank reconciliation. Bank reconciliation helps to ensure that your financial records are reliable and free from errors

March 27, 2026

Employer

Are You Consider Adding Annuities As A Benefit To Your Sponsored Plans?

Due to changes in federal retirement law, annuities as a benefit have recently gained attention. However, their use in workplace plans remains limited. The Plan Sponsor Council of America published

March 27, 2026

Estate Planning

Round Out Your Estate Plan With A Family Limited Partnership

In estate planning, one unique tool is a family limited partnership (FLP). An FLP allows you to manage and protect your wealth while gradually transferring it to your children or

March 26, 2026

Business

Cross-Functional Sales Teams: What Benefits They Can Bring To Your Business?

Compared to siloed teams, cross-functional sales teams that collaborate with other departments often perform more effectively. Utilizing feedback and support from employees with varied skills and knowledge bases helps your

March 25, 2026

Non-Profit

Fostering Growth & Direction For Your Established Non-Profit

Non-profits that are well-established often have loyal supporters, stable operations, and a good reputation. However, just because an organization is well-established, doesn’t mean it doesn’t face its own set of

March 25, 2026

Individual Tax

Don’t Miss The 2025 IRA Contribution Deadline

Each year, until the contribution deadline, you can contribute up to the annual limit to a traditional or Roth IRA, or a combination of the two. For 2025, the IRA

March 24, 2026