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Recent Posts

  • 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
  • Behind on Bookkeeping? Here’s How to Get Back On TrackJUNE 30th, 2026
  • Is Your Nonprofit Properly Insured?JUNE 29th, 2026
  • Rethink Inventory ManagementJUNE 26th, 2026
  • When the Sale of an Appreciated Home Triggers Taxes — and When it Doesn’t

    When the Sale of an Appreciated Home Triggers Taxes — and When it Doesn’t

    July 2nd, 2026 | Estate Planning | Financial & Retirement Planning | Wealth Management | High Net Worth
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    Home values have risen significantly in many areas of the country over the last several years, leaving some homeowners with substantial gains when they sell. Of course a large profit…

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  • Reviewing the May 2026 Markets

    Reviewing the May 2026 Markets

    June 23rd, 2026 | BY Steven Guipe | Wealth Management | High Net Worth
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    The AI Supercycle and Peace Deal A transformative shift occurred as a sharp divergence between a generational boom in artificial intelligence and a deep energy crisis began to resolve with…

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  • Should You Make After-Tax, Non-Roth 401(k) Contributions?

    Should You Make After-Tax, Non-Roth 401(k) Contributions?

    June 18th, 2026 | Consulting | Estate Planning | Financial & Retirement Planning | Strategic Planning | Wealth Management | High Net Worth
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    If you participate in a company 401(k) plan, you already know that you can make pre-tax contributions up to the annual elective deferral limit to a traditional, tax-deferred account. If…

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  • Protect Yourself From Fraudsters Impersonating the IRS and Other Tax Scams

    Protect Yourself From Fraudsters Impersonating the IRS and Other Tax Scams

    June 11th, 2026 | Consulting | Fraud & Litigation Services | Risk Management | Strategic Planning | Tax | High Net Worth
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    Tax scammers continue to target taxpayers through email, text messages, phone calls and regular mail. They often try to create urgency or fear to trick victims into sharing sensitive information…

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  • Reviewing the April 2026 Markets

    Reviewing the April 2026 Markets

    May 26th, 2026 | BY Steven Guipe | Financial & Retirement Planning | Wealth Management | High Net Worth
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    Market Gains, Oil Pains Geopolitical tensions between the United States and Iran escalated sharply in April, triggering one of the largest global energy supply shocks in modern history. The disruption…

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