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.
Big decisions and fast-moving priorities are two unavoidable aspects of launching a start-up. Financial fundamentals can oftentimes take a back seat in the rush to grow, resulting in costly consequences.
Businesses and other organizations increasingly rely on independent contractors to remain flexible, competitive, and cost-efficient. However, amid the day-to-day demands of managing these relationships, reporting and withholding requirements can be
Reducing estate taxes and helping to ensure your assets are distributed as you wish are some of the estate planning benefits of using an irrevocable trust. However, estate planning isn’t
Inventory management has become even more difficult for business given recent uncertainties regarding inflation, demand, and foreign tariffs. Beyond the uncertainty, one thing that’s for sure is that carrying excess
Clothing, household goods, artwork, and equipment are just a few examples of tangible property donations non-profits often receive. Valuing tangible donations, however, is not always straightforward. Challenges for accurate financial
You could potentially deduct donations you made last year to qualified charities if you itemize deductions on your 2025 individual income tax return. However, your gifts must be in accordance
One of the most significant financial and strategic events in a business owner’s life could be selling their company to a private equity (PE) firm. For many sellers, operational aspects
If your business made repairs to tangible property such as buildings, equipment, or vehicles in 2025, you may be eligible to take them as tax deductions. As long as the
Completing audits remotely is now a commonplace method for how audits are planned and performed. Although remote audits were once seen as a temporary workaround, technological advances and evolving workforce
Sponsoring a qualified retirement plan for your employees comes with many compliance risks. One that many employers overlook is the written explanation, or “notice,” that employees must receive when they
Owning real estate such as vacation homes, rental properties, or future retirement residencies play an important role when estate planning. But, if these properties are across multiple states, there may
For family businesses, it’s common to assign positions of authority to relatives and require employees to report to them. However, common doesn’t always translate to good. Having outside input is
Our CPAs and advisors are a great resource if you’re ready to learn even more.
