News & Insights
News
Insights
Recent Posts
- Is Your Nonprofit’s Spending Policy Still Working?
- The Business Lifecycle Part 4: The Established Stage
- Key Takeaways From the 2026 AICPA Not-for-Profit Industry Conference: Building Resilience in an Era of Change
- FAQs About Resolving Small Business Tax Issues
- IRS Issues Guidance on QOZ Program Changes
- Where to Look When You Need to Improve Profit Margins
- Business and Other Mileage Rates Increase for the Second Half of 2026
- Approaching Nonprofit Mergers With Intentionality
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Succession Planning Considerations for Telecom Leaders
Long before a business owner blows out the candles at their retirement party, a succession plan should be in place to ensure the company and its future leaders are set…
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Four Key Questions to Start Successful Succession Planning
One of the most challenging events in a business owner’s life is business succession. Whether it is a transition to family member(s), or a sale to a private equity firm,…
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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…