News & Insights
Improving Your Company’s Sales Pipeline Management
July 19th, 2023
|
Accounting & Outsourced Solutions |
Consulting |
Affordable Housing |
Cannabis |
Construction |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
“It’s in the pipeline!” Business owners often hear this rather vague phrase, which may be good news in some cases or code for “don’t hold your breath” in others. Your sales […]
READ MORE
Inheriting Stock or Other Assets? You’ll Receive a Favorable “Stepped-up Basis”
July 13th, 2023
|
Estate Planning |
Financial & Retirement Planning |
Tax |
Affordable Housing |
Cannabis |
Construction |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. How do the rules work? Under the […]
READ MORE
Utilizing QuickBooks to its Fullest Potential
July 10th, 2023
|
Accounting & Outsourced Solutions |
Business Accounting Software |
Affordable Housing |
Cannabis |
Construction |
Employee Benefit Plans |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
By: Madison Reavis After evaluating different accounting software options, you have chosen Intuit’s QuickBooks Online as the most suitable choice for your small business or nonprofit. The decision was likely […]
READ MORE
Starting a Business? How Expenses Will Be Treated on Your Tax Return
July 7th, 2023
|
Tax |
Affordable Housing |
Cannabis |
Construction |
Manufacturing |
Small & Midsize Businesses |
Telecommunications
Government officials saw a large increase in the number of new businesses launched during the COVID-19 pandemic. And the U.S. Census Bureau reports that business applications are still increasing slightly […]
READ MORE
The Importance of Pre-Death Estate Planning
June 29th, 2023
|
By Jen Danko |
Estate Planning |
Financial & Retirement Planning |
High Net Worth |
Wealth Management |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
By: Jen Danko Planning for the future is a responsibility we all share. One crucial piece of crafting a solid life plan that often gets overlooked is estate planning. […]