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.
Some industries suffer higher fraud losses than others, according to research by the Association of Certified Fraud Examiners (ACFE). ACFE found in their Occupational Fraud 2026: A Report to the
An employer-sponsored retirement plan is often a major investment for many organizations. However, if employees don’t fully understand how the plan works or how it fits into their long-term goals,
For many small and midsize businesses, persistent inflation, elevated interest rates, and volatile energy costs continue to tighten profit margins. Price increases, however, are not always the right answer or
The assumption that estate plans are only for those who are older or have substantial wealth is commonly made by many parents. But, once your child turns 18, things can
You might be considering alternative investments as a way for your non-profit to strengthen its long-term financial performance. Alternative investments can help provide higher returns than traditional investments and boost
The U.S. Small Business Administration (SBA) has a few different loan programs that can be very helpful when looking for financing to start or grow a small business. The application
Business disputes require measuring the financial harm caused by a particular action or event, typically in the form of lost profits, not just determining who is at fault. Unfortunately, measuring
Taxpayers are continuously targeted through email, text message, phone calls, and regular mail by tax scammers. To trick victims into sharing sensitive information or sending money, tax scammers often attempt
Roth IRAs are often overlooked by small business owners, as they usually assume their income is too high for them to qualify to make Roth contributions. In addition, some may
Financial statements are essential for evaluating performance, planning for growth, and managing risk. However, many business owners, board members, donors, and investors do not have formal accounting training. Presenting financial
Based on changing circumstances, powers of appointment allow a trusted individual, considered the “holder,” to adjust how assets are distributed after your death. Marriages, births, financial needs, tax laws, or
Summer internships can be a valuable way for students to gain experience and for employers to build a future talent pipeline. However, internship programs also come with wage and payroll
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