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Recent Posts

  • Should You Make After-Tax, Non-Roth 401(k) Contributions?JUNE 18th, 2026
  • The Business Lifecycle Part 3: The Growth Stage JUNE 18th, 2026
  • Managing Overhead Costs TodayJUNE 17th, 2026
  • Midyear is a Good Time to Update Your Business’s Strategic PlanJUNE 17th, 2026
  • The Pros and Cons of Alternative Investments for NonprofitsJUNE 16th, 2026
  • The Audit Findings That Never Seem to Go Away – And How Municipalities Can Fix Them JUNE 15th, 2026
  • Looking for Funding? Consider SBA LoansJUNE 12th, 2026
  • Protect Yourself From Fraudsters Impersonating the IRS and Other Tax ScamsJUNE 11th, 2026
  • Ten Facts About the Pass-through Deduction for Qualified Business Income

    Ten Facts About the Pass-through Deduction for Qualified Business Income

    August 16th, 2021 | Accounting & Outsourced Solutions | Outsourced Accounting Solutions | Small & Midsize Businesses
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    Are you eligible to take the deduction for qualified business income (QBI)? Here are 10 facts about this valuable tax break, referred to as the pass-through deduction, QBI deduction or…

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  • Defined Contribution Plans Mandatory Lifetime Income Disclosures

    Defined Contribution Plans Mandatory Lifetime Income Disclosures

    August 15th, 2021 | Audit | Audit & Assurance | Employee Benefit Plans
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    With the intent to give retirees more visibility into how retirement savings translate into lifetime income, as part of the Setting Every Community Up for Retirement (SECURE) Act of 2019,…

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  • There’s Currently a “Stepped-up Basis” If You Inherit Property — But Will it Last?

    There’s Currently a “Stepped-up Basis” If You Inherit Property — But Will it Last?

    August 15th, 2021 | Estate Planning | Financial & Retirement Planning | High Net Worth | Wealth Management | High Net Worth
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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. The current rules Under the current fair market…

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  • Microsoft Dynamics 365 Business Central Cloud Based ERP Overview

    Microsoft Dynamics 365 Business Central Cloud Based ERP Overview

    August 4th, 2021 | Business Accounting Software | Microsoft 365 Business Central | Technology
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    An overview of Microsoft Dynamics 365 Business Central ERP cloud software.

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  • PN3 – AP Automation Demo

    PN3 – AP Automation Demo

    August 4th, 2021 | Technology
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    Recorded demo of PN3. A full procure to pay and AP automation solutions to businesses and non-profit organizations of all sizes.

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