News & Insights

Maximize Estate Tax Savings with a Spousal Lifetime Access Trust Before the Tax Cuts & Jobs Act Expires in 2025

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By: Kevin Todd, CPA, EA, USTCP, Senior Manager Overview of the Tax Cuts and Jobs Act (TCJA) Expiration Many of the legislative tax rules we have come to know under […]

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5 Signs It’s Time to Upgrade to a Modern ERP

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Business and technology are moving at warp speed.   When did your organization first dive into the ERP (Enterprise Resource Planning) world? A few years back? Perhaps even a decade […]

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Michigan Supreme Court Restores Minimum Wage & Sick Leave Laws: Implications for Local Governments

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By: Bethany Verble, CPA, CFE, CBPA, Senior Manager On July 31, 2024, the Michigan Supreme Court’s ruling in Mothering Justice v. Attorney General brought about crucial changes to Michigan’s minimum […]

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The Possible Tax Landscape for Businesses in the Future

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Get ready: The upcoming presidential and congressional elections may significantly alter the tax landscape for businesses in the United States. The reason has to do with a tax law that’s […]

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QuickBooks (QBO): Data Analytics Positive Impact on Small Businesses

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By: Casey Wendling As a business owner, you are likely no stranger to the ongoing challenges that come with understanding your data. You often hear ‘data analytics’ as a solution […]

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