News & Insights
Recent Posts
- Should You Make After-Tax, Non-Roth 401(k) Contributions?
- The Business Lifecycle Part 3: The Growth Stage
- Managing Overhead Costs Today
- Midyear is a Good Time to Update Your Business’s Strategic Plan
- The Pros and Cons of Alternative Investments for Nonprofits
- The Audit Findings That Never Seem to Go Away – And How Municipalities Can Fix Them
- Looking for Funding? Consider SBA Loans
- Protect Yourself From Fraudsters Impersonating the IRS and Other Tax Scams
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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 August 2025 Markets
Strengths and Shifts The economy has grown significantly since the last time it experienced a recession. Household incomes and financial savings stand at all-time highs, underscoring the strength of the…
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Understanding Key Estate Planning Acronyms
By Nate Johnson, Tax Associate Estate planning is a complex field, filled with specialized terms and acronyms that can be confusing for both clients and even some professionals. However, understanding…
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The Importance of Understanding Acronyms in Tax Planning, Compliance, and Investment Management
Navigating the world of tax planning and investment management can feel overwhelming, especially when professionals use a host of acronyms that may sound like a foreign language. However, understanding these…
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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…