News & Insights

Read the Latest Premium Financial Planning News

The Long and Short of Succession Planning

Facebook Twitter LinkedIn Email

For many business owners, putting together a succession plan may seem like an overwhelming task. It might even seem unnecessary for relatively young people and have no intention of giving […]

READ MORE

Tax-Favored Ways to Build Up a College Fund

Facebook Twitter LinkedIn Email

If you’re a parent with a college-bound child, you may be concerned about being able to fund future tuition and other higher education costs. You want to take maximum advantage […]

READ MORE

Eligible Businesses: Claim the Employee Retention Tax Credit

Facebook Twitter LinkedIn Email

The Employee Retention Tax Credit (ERTC) is a valuable tax break extended and modified by the American Rescue Plan Act (ARPA), enacted in March of 2021. Here’s a rundown of […]

READ MORE

Mitigating Sales Tax Exposures Through Participation in Voluntary Disclosure Programs

Facebook Twitter LinkedIn Email

Almost three years after the U.S. Supreme Court issued its seminal decision in the Wayfair case, 45 states have enacted economic nexus rules. The rules require remote sellers to register […]

READ MORE

Sage Introduces New Matching Rules in 2021 Release 2

Facebook Twitter LinkedIn Email

Sage recently introduced a more flexible and robust way to match incoming transactions for reconciliation. Matching rules enable you to take that extra step in analyzing transactions against your Sage […]

READ MORE

Read the Latest Premium Financial Planning News

Recent Posts