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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Navigating the Stock Market Ahead of the 2025 Presidential Inauguration: Insights from a Certified Financial Planner
As the 2025 U.S. presidential inauguration approaches, the political landscape is in a bit of flux. Investors are keenly watching to understand how this transition might impact the stock market…
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Maximize Your 401(k) in 2025: Smart Strategies for a Secure Retirement
Saving for retirement is a crucial financial goal and a 401(k) plan is one of the most effective tools for achieving it. If your employer offers a 401(k) or Roth…
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Qualified Charitable Distributions & Charitable Gift Annuities: Tax-Efficient Ways to Give
Giving to organizations and charities that are impactful in your community or around the globe is a cornerstone of leadership and success. Not only are you supporting impactful work, but…
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The Amount You and Your Employees Can Save for Retirement is Going Up Slightly in 2025
How much can you and your employees contribute to your 401(k)s or other retirement plans next year? In Notice 2024-80, the IRS recently announced cost-of-living adjustments that apply to the…
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How Much Can You Contribute to Your Retirement Plan in 2025? The IRS Just Revealed the Answer
The IRS has issued its 2025 inflation-adjusted contribution amounts for retirement plans in Notice 2024-80. Many retirement-plan-related limits will increase for 2025 — but less than in prior years. Thus, depending…