News & Insights

Improving Your Company’s Sales Pipeline Management

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“It’s in the pipeline!” Business owners often hear this rather vague phrase, which may be good news in some cases or code for “don’t hold your breath” in others. Your sales […]

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Inheriting Stock or Other Assets? You’ll Receive a Favorable “Stepped-up Basis”

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If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes.   How do the rules work? Under the […]

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Utilizing QuickBooks to its Fullest Potential

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By: Madison Reavis After evaluating different accounting software options, you have chosen Intuit’s QuickBooks Online as the most suitable choice for your small business or nonprofit. The decision was likely […]

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The Importance of Pre-Death Estate Planning

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By: Jen Danko  Planning for the future is a responsibility we all share. One crucial piece of crafting a solid life plan that often gets overlooked is estate planning.   […]

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Virtual Currency Lands in the IRS’s Crosshairs

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While the value of virtual currency continues to fluctuate, the IRS’s interest in it has only increased. In 2021, for example, the agency launched Operation Hidden Treasure to root out […]

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