News & Insights
News
Insights
Recent Posts
- Where to Look When You Need to Improve Profit Margins
- Business and Other Mileage Rates Increase for the Second Half of 2026
- Approaching Nonprofit Mergers With Intentionality
- Turn Raw Data Into Actionable Insights With Dashboard Reporting
- Stress Testing: A Smart Way to Manage Today’s Business Risks
- Midyear Tax Planning: Review Opportunities to Save Taxes This Year (or Next)
- Selecting a Tax Accounting Method for Your Small Business
- How a Financial Statement Audit Strengthens Your Fraud Defenses
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The Benefits of a Backdoor Roth IRA
An IRS-approved tool to high-income earners save for retirement and enjoy tax-free earnings. While it may be somewhat misleading in name, a “backdoor Roth IRA” is not an illegal retirement…
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Retiring Soon? Recent Law Changes May Have an Impact on Your Retirement Savings
If you’re approaching retirement, you probably want to ensure the money you’ve saved in retirement plans lasts as long as possible. If so, be aware that a law was recently…
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Family Business Owners Must Weave Together Succession And Estate Planning
It’s been estimated that there are roughly 5 million family-owned businesses in the United States. Annually, these companies make substantial contributions to both employment figures and the gross domestic product.…
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Why it’s Important to Plan For Income Taxes as Part of Your Estate Plan
As a result of the current estate tax exemption amount ($11.58 million in 2020), many estates no longer need to be concerned with federal estate tax. Before 2011, a much…
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How to Plan For Succession: Preserving, Protecting, and Passing on Wealth
The decisions made regarding ownership of the family office or closely held business may not necessarily be the same decisions that are required for leadership and management. It’s critical to…