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Recent Posts

  • Understanding Deferred Taxes: Why Book Income and Taxable Income Don’t Always MatchOCTOBER 1st, 2026
  • Repair or Improvement: Does the Distinction Matter Under Current Tax Law?SEPTEMBER 29th, 2026
  • Restructure Your Nonprofit with ConfidenceSEPTEMBER 29th, 2026
  • Which Products Really Drive Your Business’s Profits?SEPTEMBER 28th, 2026
  • IRS Releases Guidance on the Paid Family and Medical Leave Tax CreditSEPTEMBER 25th, 2026
  • Plan Before Expanding Your Nonprofit’s StaffSEPTEMBER 24th, 2026
  • The Business Lifecycle Part 5: The Expansion StageSEPTEMBER 23rd, 2026
  • Worker Misclassification Can Carry Serious ConsequencesSEPTEMBER 22nd, 2026
  • Three Key Questions to Start a Successful Cannabis Succession Plan

    Three Key Questions to Start a Successful Cannabis Succession Plan

    June 9th, 2021
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    SERVICE: Wealth Management
    INDUSTRY: Cannabis

    Having a plan for leadership succession in any business is essential. For a cannabis owner, it is critical. But in the excitement of starting and growing your business, many cannabis…

    Read More


  • Help Ensure the IRS Doesn’t Reclassify Independent Contractors as Employees

    Help Ensure the IRS Doesn’t Reclassify Independent Contractors as Employees

    June 8th, 2021
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    SERVICE: Tax
    INDUSTRIES: Construction | Manufacturing | Small & Midsize Businesses

    Many businesses use independent contractors to help keep their costs down. If you’re among them, make sure that these workers are properly classified for federal tax purposes. If the IRS…

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  • Telecom Industry Measures Success Through Data and KPIs

    Telecom Industry Measures Success Through Data and KPIs

    May 18th, 2021
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    SERVICES: Accounting | Consulting
    INDUSTRY: Telecommunications
    BY: Zack Skrzyniarz

    It seems like there is no end of buzzwords in business. From synergy to sustainability to retargeting, the list goes on and on. As we move to a more automated…

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  • The Value of KPIs and Data for Nonprofits

    The Value of KPIs and Data for Nonprofits

    May 18th, 2021
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    SERVICES: Accounting | Consulting | Technology
    INDUSTRY: Nonprofit
    BY: Sarah Jennings

    How strategy and wealth management experts can help nonprofits make informed decisions – and showcase data to critical leaders. What are KPIs When running your organization, your gut instinct plays…

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  • Top Four Considerations for Outsourcing Your Accounting and Financials

    Top Four Considerations for Outsourcing Your Accounting and Financials

    May 17th, 2021
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    SERVICE: Accounting
    INDUSTRY: Healthcare
    BY: Jessica Fleet

    You work hard to keep your practice running. But are you working to keep it growing? Chances are your practice is experiencing lapses in billing due to coding errors and…

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