News & Insights

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 […]

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 […]

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 […]

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 […]

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 […]