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A diverse group of six people sit and stand around a table in a modern office, smiling and collaborating over a laptop and documents during a meeting.

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Recent Posts

  • Should You Rehire or Outsource Your Accounting Team? JULY 13th, 2026
  • Inside Your Audit: Reviewing Expectations on What Local Governments Should be Asking Their Auditor  JULY 10th, 2026
  • How Small and Midsize Businesses Can Stabilize Financial Operations During Leadership Transitions JULY 9th, 2026
  • What’s the Right Entity Type for Your New Business?JULY 8th, 2026
  • Balancing Financial Reporting Needs With Compliance CostsJULY 7th, 2026
  • Helping Your Nonprofit’s Board Make Sense of Financial ReportsJULY 6th, 2026
  • When the Sale of an Appreciated Home Triggers Taxes — and When it Doesn’tJULY 2nd, 2026
  • Accounting for Business CombinationsJULY 1st, 2026
  • Maximizing Your 529 Plan: New Opportunities with Roth IRA Rollovers

    Maximizing Your 529 Plan: New Opportunities with Roth IRA Rollovers

    June 24th, 2024 | BY Nate Whitson | Wealth Management | Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    When planning for higher education expenses, many families turn to 529 Plans for reliable savings. What is a 529 Plan? It offers families the benefit of tax-free growth on investments,…

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  • SECURE 2.0: Which Provisions Went Into Effect in 2024?

    SECURE 2.0: Which Provisions Went Into Effect in 2024?

    June 20th, 2024 | Wealth Management | Affordable Housing | Cannabis | Construction | Employee Benefit Plans | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act was signed into law in December 2022, bringing more than 90 changes to retirement plan and tax laws. Many of…

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  • The Benefits of Outsourced Accounting for Expanding Businesses

    The Benefits of Outsourced Accounting for Expanding Businesses

    June 5th, 2024 | Accounting | Technology | Affordable Housing | Cannabis | Construction | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    A technology startup managed all their bookkeeping, reporting, and other accounting matters with a small team in-house. As their company started to show success, they experienced rapid growth led by…

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  • Federal Regulators Expand Overtime Pay Requirements, Ban Most Noncompete Agreements

    Federal Regulators Expand Overtime Pay Requirements, Ban Most Noncompete Agreements

    May 8th, 2024 | Accounting | Affordable Housing | Cannabis | Construction | Employee Benefit Plans | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    The U.S. Department of Labor (DOL) has issued a new final rule regarding the salary threshold for determining whether employees are exempt from federal overtime pay requirements. The threshold is…

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  • Data Dashboard & Visualizations: Utilizations for Success

    Data Dashboard & Visualizations: Utilizations for Success

    May 6th, 2024 | Consulting | Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    Have you ever felt lost in a sea of data – trying to make sense of numbers from various spreadsheets, emails and messy dashboards that don’t integrate with one another?…

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