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A diverse group of six people sit and stand around a table in a modern office, smiling and collaborating over a laptop and documents during a meeting.

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Recent Posts

  • The Business Lifecycle Part 5: The Expansion StageSEPTEMBER 23rd, 2026
  • Worker Misclassification Can Carry Serious ConsequencesSEPTEMBER 22nd, 2026
  • Take Control of Working CapitalSEPTEMBER 21st, 2026
  • Corporate Volunteer Programs: Finding the Right Fit for Your NonprofitSEPTEMBER 18th, 2026
  • Senate Taxwriters Approve Bill to Expand Taxpayer ProtectionsSEPTEMBER 17th, 2026
  • Educators May Be Able to Claim 2 Deductions for 2026 Classroom ExpensesSEPTEMBER 16th, 2026
  • Finance Modernization for Small Businesses: Start With the Work Your Team Does ManuallySEPTEMBER 15th, 2026
  • Proposed Uniform Guidance Changes: What Nonprofits and Governments Should Know  SEPTEMBER 14th, 2026
  • Preparing to Sell Your Business

    Preparing to Sell Your Business

    February 23rd, 2023 | Consulting | Wealth Management | Affordable Housing | Cannabis | Construction | Employee Benefit Plans | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    The idea of selling a business can be daunting. Finding a buyer and managing the time-intensive process while continuing to run the business may cause owners to avoid the subject…

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  • Sailing a Steady Ship in Today’s Interesting Economy

    Sailing a Steady Ship in Today’s Interesting Economy

    February 20th, 2023 | Consulting | Technology | Affordable Housing | Cannabis | Construction | Employee Benefit Plans | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    Business owners: If you’re having trouble reading the U.S. economy, you’re not alone. On the one hand, the January 2023 jobs report revealed that the unemployment rate had fallen to 3.4%,…

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  • Reading the Tea Leaves: Potential Tax Legislation in the New Congress

    Reading the Tea Leaves: Potential Tax Legislation in the New Congress

    February 16th, 2023 | Consulting | Tax | Affordable Housing | Cannabis | Construction | Employee Benefit Plans | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    The 2022 mid-term election has shifted the scales in Washington, D.C., with the Democrats no longer controlling both houses of Congress. While it remains to be seen if — and…

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  • Navigating Financial Headwinds, Recession or Not

    Navigating Financial Headwinds, Recession or Not

    January 30th, 2023 | Consulting | Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    One of the goals of the CFO is to make sure the company always has adequate cash to operate. To accomplish this task, the CFO typically seeks adequate working capital…

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  • IRS 401(k) & IRA Limit Increases for 2023

    IRS 401(k) & IRA Limit Increases for 2023

    January 26th, 2023 | Consulting | Wealth Management | Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    By: Steven Guipe The amount individuals can contribute to their 401(k) plans in 2023 will increase to $22,500 — up from $20,500 in 2022. The income ranges for determining eligibility…

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