
News & Insights
News
Insights
Recent Posts
- 5 Year-End Tax Planning Strategies for Businesses
- 5 Tax-Smart Ways to Take Cash Out of Your C Corporation
- New Law Extends Tax Relief for Disaster-Related Personal Casualty Losses and More
- When One Revenue Source Carries Too Much of the Mission
- Trump Accounts Are Here: What Families and Employers Should Know
- Watch Out for the Growing Reach of the Additional 3.8% Tax on Investment Income
- How to Avoid and Correct Common Payroll Tax Mistakes
- A Small Business Primer on Expense Deductions
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Preparing to Sell Your Business
INDUSTRIES: Affordable Housing | Cannabis | Construction | Employee Benefit Plans | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsThe idea of selling a business can be daunting. Finding a buyer and managing the time-intensive process while continuing to run the business may cause owners to avoid the subject…
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Sailing a Steady Ship in Today’s Interesting Economy
INDUSTRIES: Affordable Housing | Cannabis | Construction | Employee Benefit Plans | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsBusiness owners: If you’re having trouble reading the U.S. economy, you’re not alone. On the one hand, the January 2023 jobs report revealed that the unemployment rate had fallen to 3.4%,…
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Reading the Tea Leaves: Potential Tax Legislation in the New Congress
INDUSTRIES: Affordable Housing | Cannabis | Construction | Employee Benefit Plans | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsThe 2022 mid-term election has shifted the scales in Washington, D.C., with the Democrats no longer controlling both houses of Congress. While it remains to be seen if — and…
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Navigating Financial Headwinds, Recession or Not
SERVICE: ConsultingINDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsOne of the goals of the CFO is to make sure the company always has adequate cash to operate. To accomplish this task, the CFO typically seeks adequate working capital…
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IRS 401(k) & IRA Limit Increases for 2023
INDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsBy: Steven Guipe The amount individuals can contribute to their 401(k) plans in 2023 will increase to $22,500 — up from $20,500 in 2022. The income ranges for determining eligibility…