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.
Making sure your family can easily locate your estate planning documents when the time comes is a critical aspect of the planning process. Even the most carefully prepared will, trust,
Customer relationship management (CRM) software has helped tremendously and has revolutionized how non-profit organizations interact with customers. While CRM adoption has been a leading contributor to increased customer satisfaction rates,
Running payroll as a business owner involves much more than just compensation employees. Your company must also handle the complex web of payroll tax responsibilities that come with every paycheck.
When an employer provides a vehicle to an employee, any personal use of that vehicle is considered a taxable fringe benefit by the Internal Revenue Service (IRS). The IRS requires
Are you curious about the tax impact on employees and self-employed individuals is for 2026? Let’s look at the implications of the newly-released 2026 Social Security wage base. FICA Tax
Timing your income and deductible expenses to your advantage is easier if you can project your business’ income for this year and the next. And, unless you expect to be
Pitney Bowes, a shipping management vendor, reported that in 2024, 22.4 billion parcels were shipped in the Unites States. Due to the rise of online purchasing, the average American received
The scariest thing employers may have encountered this Halloween season was the grim realization that health care costs will likely rise considerably over the next year, and there’s not much
Evaluating how a business will perform in the future is crucial to many managers and external stakeholders. This differs from financial statements, which report historical financial performance. When evaluating strategic
Big-ticket items are often the focus when creating a will. These items include anything from your house or cars to important family heirlooms. Although these items are important, one aspect
Artificial intelligence (AI) is changing how businesses all over the world operate. It can help streamline operations and boost productivity due to its capacity to gather and process data as
Until a few years ago, many people had never even heard the term artificial intelligence (AI). However, technology evolves at the speed of light, and AI is now in most
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