News & Insights
Recent Posts
- What You Need to Know About Business Insurance
- Tax Identity Theft: Businesses Are at Risk, Too
- Rethinking Payment Options for Your Business
- Fine-Tune Your Tax Withholding After Filing Your Return
- Cost Segregation Studies Can Reveal Substantial Tax Savings
- Charting the Path Forward: Why Strategic Planning Matters More Than Ever
- The Business Lifecycle Part 2: The Start-Up Stage
- 7 Questions Every Business Owner Should Ask About Their Financial Reporting
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Taking Control of Employee Transition
What do you do now? Your municipality’s valued employee: business manager, treasurer, department head, whatever the title may be, just gave their notice. There are two weeks, maybe a month,…
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Three Key Questions to Start a Successful Cannabis Succession Plan
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…
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Financial Literacy for the Rising Generation and Beyond
It is very common for families of affluence to have competent professional advisors to help them manage their investments, their legal affairs, and their business operations. If a family member…
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Strengthening Women’s Financial Wellness in the Wake of the Pandemic
While nearly everyone has been affected by the COVID-19 pandemic, the economic impact has been especially acute for women. In addition to the disproportionate number of women who were furloughed…
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The Benefits of a Backdoor Roth IRA
An IRS-approved tool to high-income earners save for retirement and enjoy tax-free earnings. While it may be somewhat misleading in name, a “backdoor Roth IRA” is not an illegal retirement…