News & Insights
News
Insights
Recent Posts
- 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
- Form 990: Potential Upcoming Changes and What They Mean for Nonprofits
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Maximizing Your 529 Plan: New Opportunities with Roth IRA Rollovers
When 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?
The 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
A 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
Business 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
The 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…