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Recent Posts

  • What are the Common Warning Signs of Financial Distress?NOVEMBER 6th, 2026
  • Cost vs. Coverage: Renewing Your Business’s Employee Health PlanNOVEMBER 5th, 2026
  • Restricted Gifts and Your Nonprofit’s ResponsibilityNOVEMBER 3rd, 2026
  • Charitable Contribution Deductions: What to Know for Your 2026 Tax ReturnNOVEMBER 2nd, 2026
  • Expecting a Big Revenue Year? Consider Tax Moves Before Year EndNOVEMBER 2nd, 2026
  • Make More Timely Business Decisions with Interim Financial ReportsOCTOBER 29th, 2026
  • When the Record Matters: Better Board Minutes for NonprofitsOCTOBER 27th, 2026
  • Consider an Installment Sale to Optimize Taxes When Selling Your BusinessOCTOBER 23rd, 2026
  • Important Changes to Your Employee Benefit Plan: SECURE Act and CARES ACT

    Important Changes to Your Employee Benefit Plan: SECURE Act and CARES ACT

    February 24th, 2021
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    SERVICES: Audit & Assurance | Consulting
    INDUSTRY: Employee Benefit Plans

    In recent years, legislation passed by the United States Congress poses many possible changes to your employee benefit plan that will require an amendment to the Plan Document. Below, we…

    Read More


  • Valuing a Business in the COVID-19 Era

    Valuing a Business in the COVID-19 Era

    August 5th, 2020
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    SERVICES: Consulting | Wealth Management
    INDUSTRIES: Construction | Healthcare | Manufacturing | Small & Midsize Businesses
    BY: Jeff Allen

    On November 17, 2019 the earliest confirmed case of COVID-19 was made in China. At the time, the virus was not recognized as a new virus. On January 8, 2020…

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  • Is This the Right Time for a Business Valuation?

    Is This the Right Time for a Business Valuation?

    July 31st, 2020
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    SERVICES: Consulting | Wealth Management
    INDUSTRIES: Construction | Healthcare | Manufacturing | Small & Midsize Businesses
    BY: Jeff Allen

    With the effects of COVID-19 clearly in full force throughout most of the United States and the rest of the world, many small, medium and even large business have shuttered…

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  • What to Look for in a Valuation Expert and Firm

    What to Look for in a Valuation Expert and Firm

    July 31st, 2020
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    SERVICES: Consulting | Wealth Management
    INDUSTRIES: Construction | Healthcare | Manufacturing | Small & Midsize Businesses
    BY: Jeff Allen

    In the world of business valuations, an exceptional valuator can be difficult to find. Prospective buyers and sellers often ask themselves several questions such as: Do they know my industry?…

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  • Fraud Prevention Tips to Keep Your Medical Practice Financially Healthy

    Fraud Prevention Tips to Keep Your Medical Practice Financially Healthy

    April 6th, 2020
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    SERVICE: Consulting
    INDUSTRY: Healthcare

    The Association of Certified Fraud Examiners estimates that 5% of a business’s revenue is lost to fraud each year, and medical practices are no exception. The best way to reduce…

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