News & Insights
Recent Posts
- Looking for Funding? Consider SBA Loans
- Protect Yourself From Fraudsters Impersonating the IRS and Other Tax Scams
- Self-Employed? Don’t Overlook a Roth IRA
- Knowing What’s Coming: Why Every Local Government Needs a Capital Improvement Plan
- Is an Advisory Board the Right Solution for Your Nonprofit?
- Three Key Considerations for Effective Grant Management in Local Governments
- What You Can Do to Protect Your Business from Rising Costs
- When Outstanding Invoices Indicate Underlying Operational Issues
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Reviewing the November 2025 Markets
New Blooms, Old Lessons The modern AI economy effectively began in 2022, when researchers learned how to combine large-scale computing with human feedback models. This breakthrough transformed raw language models…
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New Itemized Deduction Limitation will Affect High-Income Individuals Next Year
Beginning in 2026, taxpayers in the top federal income tax bracket will see their itemized deductions reduced. If you’re at risk, there are steps you can take before the end…
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Year-End Giving: Why Donating Appreciated Securities May Be Your Smartest Move in 2025
As the holiday season and year-end approach, many clients are considering how best to support their favorite charities. While cash gifts are always welcome, donating appreciated securities —such as stocks,…
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What You Need to Know About the New IRS Payment Process
By Josh Dekam In March 2025, President Trump signed an executive order that would phase out the ability to make payments or receive refunds through a paper check by September…
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Reviewing the July 2025 Markets
Growth Persists Investors closely watch quarterly GDP reports to evaluate the strength and direction of the economy. These reports influence market sentiment, shape expectations for Federal Reserve policy, and offer…