Financial Planning

Restricted stock deserves attention before year end

Did you receive a restricted stock award in 2026? Or did your restricted stock shares vest? Or perhaps you sold vested shares? A “yes” answer to any of the questions requires careful tax planning, probably sooner rather than later.
September 16, 2026
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Executives and key employees often receive stock-based compensation in addition to salaries and bonuses. If restricted stock is part of your compensation, considering the potential tax consequences well before December 31 is a good idea. You may have decisions to make if: 1) you’ve recently received an award or are expecting one soon, 2) your […]
#FinancialPlanning, #RestrictedStock, #TaxPlanning
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Mergers & Acquistions

Maintaining customer relationships after an acquisition

Acquisitions involve significant financial risk — including the possibility that customers won’t embrace your business. To protect the value of your M&A transaction, take steps to retain these critical stakeholders.
September 9, 2026
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When a business is acquired, its customers don’t necessarily transfer their loyalty to the buyer. Customers may worry about future pricing, service, product quality and whether the business’s new owner understands what they value. If their concerns go unanswered, competitors may see and exploit an opening. If you’re anticipating making an acquisition, plan how you’ll […]
#BusinessAcquisition, #CustomerRetention, #MAndA
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Payroll

How to avoid and correct common payroll tax mistakes

Payroll tax compliance involves more than calculating paychecks. Learn which areas deserve closer attention and how to respond when something goes wrong.
August 31, 2026
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Payroll administration can be challenging for small business owners — and mistakes can create problems for both employers and employees. Incorrect paychecks can frustrate employees and require time and resources to fix. Errors involving tax withholding, deposits or reporting can also expose your business to interest and penalties. Mistakes can happen even with payroll software […]
#Payroll, #PayrollCompliance, #PayrollManagement
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Human Resources

Worker misclassification can carry serious consequences

Worker classification — whether your business’s workers are employees or independent contractors — remains a critical and potentially costly issue. Here’s what you need to know.
August 26, 2026
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Hiring independent contractors provides your business with valuable flexibility, particularly when you require specialized expertise or help with a short-term project. But calling someone an independent contractor doesn’t automatically make them one. Worker status depends on your actual working relationship. And getting it wrong can expose your business to tax liabilities and other consequences. What’s […]
#HumanResources, #IndependentContractor, #WorkerClassification
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Tax Planning

Educators may be able to claim 2 deductions for 2026 classroom expenses

At back-to-school time, many teachers buy classroom supplies to help make the school year a success for their students — and don’t receive reimbursement. If you’re among them, you may have expanded opportunities for tax deductions this year.
August 25, 2026
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Teachers and other educators often spend their own money on books, supplies, equipment and other classroom needs. For 2026, eligible educators may have two ways to deduct qualifying unreimbursed expenses. One deduction is available whether or not they itemize, and a new deduction under the One Big Beautiful Bill Act (OBBBA) is available to itemizers. […]
#EducatorExpenses, #TaxPlanning, #TeacherTaxDeduction
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Risk Management

Give executive fraud risk your full attention

To help prevent occupational fraud perpetrated by executives, businesses must stay vigilant. Here’s how to prevent these employees from overriding even strong internal controls.
August 19, 2026
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Occupational fraud can occur at any level of an organization. But misconduct by owners and senior executives can be particularly costly because they usually have greater authority and can override internal controls. According to the Association of Certified Fraud Examiners’ (ACFE’s) Occupational Fraud 2026: A Report to the Nations, owners and executives account for 16% of […]
#FraudPrevention, #InternalControls, #OccupationalFraud
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