
News & Insights
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Insights
Recent Posts
- A Small Business Primer on Expense Deductions
- AI and Emerging Technology: A Practical Guide for Nonprofits
- Build Credibility with Audited Financial Statements
- Strengthen Trust in Your Nonprofit With a Conflict-of-Interest Policy
- Maner Costerisan Strengthens Grand Rapids Presence with New Office
- Assessing Your Business’s Fraud Risks
- Employee Benefit Plan Audit FAQs: What Plan Sponsors Need to Know
- What Higher 2026 AMT Risk may Mean for Your Year-End Tax Planning
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Maximizing Your 529 Plan: New Opportunities with Roth IRA Rollovers
SERVICE: Wealth ManagementINDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsBY: Nate WhitsonWhen planning for higher education expenses, many families turn to 529 Plans for reliable savings. What is a 529 Plan? It offers families the benefit of tax-free growth on investments,…
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SECURE 2.0: Which Provisions Went Into Effect in 2024?
SERVICE: Wealth ManagementINDUSTRIES: Affordable Housing | Cannabis | Construction | Employee Benefit Plans | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsThe Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act was signed into law in December 2022, bringing more than 90 changes to retirement plan and tax laws. Many of…
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The Benefits of Outsourced Accounting for Expanding Businesses
INDUSTRIES: Affordable Housing | Cannabis | Construction | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsA technology startup managed all their bookkeeping, reporting, and other accounting matters with a small team in-house. As their company started to show success, they experienced rapid growth led by…
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Timelines: 3 Ways Business Owners Should Look at Succession Planning
INDUSTRIES: Affordable Housing | Cannabis | Construction | Employee Benefit Plans | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsBusiness owners are rightly urged to develop succession plans so their companies will pass on to the next generation, or another iteration of ownership, in a manner that best ensures…
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Federal Regulators Expand Overtime Pay Requirements, Ban Most Noncompete Agreements
SERVICE: AccountingINDUSTRIES: Affordable Housing | Cannabis | Construction | Employee Benefit Plans | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsThe U.S. Department of Labor (DOL) has issued a new final rule regarding the salary threshold for determining whether employees are exempt from federal overtime pay requirements. The threshold is…