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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

  • Consider an Installment Sale to Optimize Taxes When Selling Your BusinessOCTOBER 23rd, 2026
  • 5 Year-End Tax Planning Strategies for BusinessesOCTOBER 22nd, 2026
  • 5 Tax-Smart Ways to Take Cash Out of Your C CorporationOCTOBER 22nd, 2026
  • New Law Extends Tax Relief for Disaster-Related Personal Casualty Losses and MoreOCTOBER 21st, 2026
  • When One Revenue Source Carries Too Much of the MissionOCTOBER 21st, 2026
  • Trump Accounts Are Here: What Families and Employers Should KnowOCTOBER 20th, 2026
  • Watch Out for the Growing Reach of the Additional 3.8% Tax on Investment IncomeOCTOBER 20th, 2026
  • How to Avoid and Correct Common Payroll Tax MistakesOCTOBER 19th, 2026
  • Reviewing the August 2026 Markets

    Reviewing the August 2026 Markets

    September 21st, 2026
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth
    BY: Steven Guipe

    Signals Across Markets Markets continuously provide information to investors, but sometimes the message becomes clearer when several markets are viewed together. Recently, the relationship between interest rates, equities, foreign exchange…

    Read More


  • Corporate Volunteer Programs: Finding the Right Fit for Your Nonprofit

    Corporate Volunteer Programs: Finding the Right Fit for Your Nonprofit

    September 18th, 2026
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    INDUSTRY: Nonprofit

    Volunteers can provide critical support for nonprofits, helping organizations fill important gaps and devote more resources to their missions. But recruiting and retaining enough volunteers — especially those with the…

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  • Senate Taxwriters Approve Bill to Expand Taxpayer Protections

    Senate Taxwriters Approve Bill to Expand Taxpayer Protections

    September 17th, 2026
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    SERVICES: Tax | Wealth Management
    INDUSTRY: High Net Worth

    The Senate Finance Committee voted 26 to 1 on July 30 to approve an IRS reform bill that would offer new ways for taxpayers to pursue refund claims and address a range…

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  • Educators May Be Able to Claim 2 Deductions for 2026 Classroom Expenses

    Educators May Be Able to Claim 2 Deductions for 2026 Classroom Expenses

    September 16th, 2026
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    SERVICE: Tax
    INDUSTRY: Education

    Teachers and other educators often spend their own money on books, supplies, equipment and other classroom needs. For 2026, eligible educators may have two ways to deduct qualifying unreimbursed expenses.…

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  • Finance Modernization for Small Businesses: Start With the Work Your Team Does Manually

    Finance Modernization for Small Businesses: Start With the Work Your Team Does Manually

    September 15th, 2026
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    SERVICE: Accounting
    INDUSTRY: Small & Midsize Businesses

    “Why is our controller still rebuilding the same spreadsheet every month when the company pays for sophisticated accounting software?”  We hear some version of this question from small and midsize…

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