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.
Before you buy new accounting software or update your current solution, there are certain criteria that are critical to evaluate. The right platform can help streamline operations and improve financial
One of the most valuable benefits an employer can provide is a 401(k) plan. At the same time, it’s one of the most tempting targets for criminals. Fraudsters are constantly
If you have a blended family, a qualified terminable interest property (QTIP) trust can be a valuable estate planning tool. There’s often a balance between providing for a current spouse
When proposals are given the green light, it’s understandable that you would be thrilled, as your non-profit most likely invests valuable time and effort into its grant proposals. However, you
Discerning whether your employees’ efforts are genuinely contributing to the bottom line can be tricky as an employer. Your eyes may tell you they’re being productive and working hard but
Considering making financial gifts to loved ones? Do you want to reduce your capital gains tax? If you consider giving appreciated stock instead of cash, you could potentially eliminate all
During the holiday season, a great way to show appreciation for customers and employees is through business gifts. And, as an added bonus to your business, the gifts you give
A valuation professional must evaluate current market conditions when determining how much a business is worth. Today’s marketplace is full of uncertainty, creating concerns. According to The CFO Survey, a
As year-end approaches, many taxpayers seek last-minute opportunities to reduce their federal income tax liability. This year, tax planning is further complicated by the recently enacted One Big Beautiful Bill
Unused paid time off (PTO) can present challenges for both employers and employees. While many organizations strive to promote rest and a healthy work-life balance, busy periods or year-end demands
When business is booming, billing best practices can easily be overlooked. After all, once invoices go out and payments come in, it may feel like everything’s on track. But small
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,
Our CPAs and advisors are a great resource if you’re ready to learn even more.
