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.
There are two types of trusts that can be used together in your estate plan to support your favorite charity and leave a legacy for your family all at the
The composition of a non-profit’s board is critical when it comes to the organization’s governance, financial oversight, and long-term sustainability. So, whether or not to have term limits for board
Laying off staff is something no business owner enjoys doing. Unfortunately, sometimes they’re unavoidable. Reducing your workforce can help when labor costs are a significant line item on your income
You can request an automatic extension if you don’t have everything to complete your 2025 federal individual income tax return by the April 15 deadline. Filing Form 4868, “Application for
Staged accidents account for almost $20 billion a year in losses according to the FBI. Insurance companies that must pay out liability, disability, medical, and other types of claims are
For some research and development activities, companies may qualify for a federal research credit. However, not all research activities qualify, and the credit can be difficult to calculate. But, the
Many small business owners begin with straightforward accounting processes, but as their companies grow, the choice of accounting method becomes increasingly important as it can significantly affect taxes, financial reporting,
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
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
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
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
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
Our CPAs and advisors are a great resource if you’re ready to learn even more.
