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.
For businesses that perform contract-based work, change orders are an inevitable in your operations—whether provide construction, engineering, information technology, manufacturing, or other custom services. Although change orders are inherently disruptive
Jointly owning assets with your adult child may seem like an easy estate planning solution, but it can create significant legal, tax, and practical implications that are important to consider.
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
Individuals who itemize deductions and donate to charity will face a new limit beginning in 2026 on their charitable deductions. In some cases, they’ll even face two new limits. However,
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
Your business has annual information reporting obligations if you have employees or use independent contractors. While changes to these rules are included in the One Big Beautiful Bill Act (OBBBA),
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.
Our CPAs and advisors are a great resource if you’re ready to learn even more.
