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Blog

A valuation engagement is designed to estimate a business’s value for a specific transaction or strategic objective. But it can also help owners identify opportunities and risks — and the best way to boost ROI.
Posted in: Business Valuation

Professional valuations provide businesses with more than a number

August 6, 2026 0

Professional valuations provide businesses with more than a number

Are you selling your business, soliciting new investors, updating a buy-sell agreement, pursuing litigation or drafting an estate plan? An accurate business valuation prepared by […]

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When a child goes to college, there are both tax-saving opportunities and potential tax pitfalls. Learn how to make the most of the former and minimize the latter.
Posted in: Tax Planning

Tax tips for parents with kids heading to college this fall

August 5, 2026 0

Tax tips for parents with kids heading to college this fall

A higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth to save or have hit unexpected financial […]

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The New Markets Tax Credit may provide tax savings to investors and financing opportunities to qualifying businesses in low-income communities. Here’s how the program works.
Posted in: Tax Credits

Could the New Markets Tax Credit benefit your business?

August 3, 2026 0

Could the New Markets Tax Credit benefit your business?

Businesses in economically distressed communities often have difficulty obtaining capital for expansion, equipment, facilities and other investments. The New Markets Tax Credit (NMTC) encourages private […]

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Business owners: No matter your objective, successful negotiations with another party depend on good preparation and maintaining a cool head. Here are some tips to consider.
Posted in: Business Planning & Consulting

Ideas for negotiating smarter, not harder

July 30, 2026 0

Ideas for negotiating smarter, not harder

Business negotiations aren’t about squeezing every possible concession from the other side. Both parties should leave the table believing they’ve protected their interests and gained […]

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Do you invest in mutual funds? If you hold such funds in a taxable account (in other words, outside of a retirement plan), it’s important to understand the tax consequences of holding and selling them.
Posted in: Financial Planning

Be tax-smart with your mutual fund investments

July 29, 2026 0

Be tax-smart with your mutual fund investments

Mutual funds offer an easy way to invest in a diversified portfolio compared to buying individual stocks and bonds. But the tax treatment of mutual […]

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How closely should your business review employees’ withholding information? Find out when you must take action — and when these matters should be left to the employee or the IRS.
Posted in: Payroll

When an employee’s Form W-4 raises red flags

July 28, 2026 0

When an employee’s Form W-4 raises red flags

Your employees use Form W-4, “Employee’s Withholding Certificate,” to tell you how much federal income tax to withhold from their pay. Most forms are routine, […]

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Photo For Salt
Posted in: Tax Planning

SALT DIGEST Issue #9: Colorado Sales Tax: What Businesses Need to Know About Local Jurisdictions

July 27, 2026 0

SALT DIGEST Issue #9: Colorado Sales Tax: What Businesses Need to Know About Local Jurisdictions

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Successful businesses grow because their owners use accurate and authoritative financial information to make informed decisions. That’s where an experienced financial advisor comes in.
Posted in: Business Planning & Consulting

The right financial guidance can help maximize your business’s potential

July 22, 2026 0

The right financial guidance can help maximize your business’s potential

Financial information is the foundation for every important business decision. Whether your goal is to improve cash flow, launch a new offering, hire additional workers […]

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Charitable donations can be a powerful tax-saving tool. But there’s much to consider as you plan your giving for the rest of 2026.
Posted in: Tax Planning

How what you donate impacts your tax deductions

July 21, 2026 0

How what you donate impacts your tax deductions

Have you already made contributions to charity this year? Are you considering making more between now and year end? If so, it’s important to be […]

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Small business owners: New tax rules may significantly reduce the cost of providing child care to your employees. But how much can you claim, and which arrangements qualify? Here’s what you need to know.
Posted in: Employee Relations

The new-and-improved credit for employer-provided child care

July 20, 2026 0

The new-and-improved credit for employer-provided child care

Offering a broad menu of employee benefits can help your business attract and retain skilled workers. One benefit that’s popular among employees with families is […]

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If your onboarding process makes new employees feel welcomed, prepared and supported, they’re more likely to become engaged contributors. Here are some best practices to consider.
Posted in: Human Resources

How to build a stronger workforce with a strategic onboarding process

July 15, 2026 0

How to build a stronger workforce with a strategic onboarding process

U.S. Bureau of Labor Statistics data shows that hiring has slowed in recent months. Even so, thousands of people continue to start new jobs, and […]

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A winning scratch-off ticket or a slot-machine payout is worth celebrating, especially if it’s big. But there are also income tax consequences to be aware of.
Posted in: Tax Planning

Before you spend lottery, gambling or other winnings, understand the tax rules

July 14, 2026 0

Before you spend lottery, gambling or other winnings, understand the tax rules

It’s easy to focus on the excitement of a big win. But federal tax law generally treats lottery prizes, gambling winnings and other awards as […]

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