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Blog

Business,documents,and,touchpad,with,charts,on,desk
Posted in: Business Planning & Consulting

Growth Strategies: How to Take Your Business to the Next Level

May 10, 2024 0

Growth Strategies: How to Take Your Business to the Next Level

Once your business has survived the start-up phase, it’s got a solid foundation to grow. Business and financial advisory services are critical at this stage of […]

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Pensive,male,customer,service,representative,wearing,eyeglasses,and,headset,,holding
Posted in: Business Planning & Consulting

8 key features of a customer dispute resolution process for businesses

May 8, 2024 0

8 key features of a customer dispute resolution process for businesses

No matter how carefully and congenially you run your business, customer disputes will likely happen from time to time. Some of the complaints may be people […]

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Woman who is a seamstress working on an article of clothimg with a sewing machine next to her
Posted in: Tax Planning

Pay attention to the tax rules if you turn a hobby into a business

May 7, 2024 0

Pay attention to the tax rules if you turn a hobby into a business

Many people dream of turning a hobby into a regular business. Perhaps you enjoy boating and would like to open a charter fishing business. Or […]

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House Keys On A Key Ring On A Wooden Table
Posted in: Tax Planning

Making a Loan to a Family Member to Help with a Home Purchase

May 6, 2024 0

Making a Loan to a Family Member to Help with a Home Purchase

Interest rates on residential mortgage loans have increased significantly over the last few years. If your adult child or another family member needs a mortgage to […]

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Life,ring witha wad of money in it on a wooden surface
Posted in: General

How New Retirement Plan Emergency Savings Accounts Work

May 3, 2024 0

How New Retirement Plan Emergency Savings Accounts Work

Starting in 2024, employers can offer their nonhighly compensated employees the option to participate in emergency savings accounts that are linked to their company defined contribution […]

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The,word,fraud,and,focused,businessman,with,magnifying,glasses,against
Posted in: Cybersecurity

How Fraud Perpetrators Conceal Their Illicit Activities

May 2, 2024 0

How Fraud Perpetrators Conceal Their Illicit Activities

When employees commit fraud, they generally try to keep the schemes going as long as possible by concealing their activities from others. How successful thieves are […]

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Payment,received,taxation,tax,time,concept
Posted in: Business Planning & Consulting

B2B businesses need a cohesive strategy for collections

May 1, 2024 0

B2B businesses need a cohesive strategy for collections

If your company operates in the business-to-business (B2B) marketplace, you’ve probably experienced some collections challenges. Every company, whether buyer or seller, is trying to manage […]

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Illustration of a white two story house with a blue roof, Bicycle in front, palm trees and a for sale sign
Posted in: Tax Planning

Taxes when you sell an appreciated vacation home

April 30, 2024 0

Taxes when you sell an appreciated vacation home

Vacation homes in upscale areas may be worth way more than owners paid for them. That’s great, but what about taxes? Here are three scenarios […]

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Diverse Businesspeople Gathered Together For Negotiations Lead By African Businesswoman
Posted in: Tax Planning

2 Important Breaks for Mature Taxpayers to Consider

April 29, 2024 0

2 Important Breaks for Mature Taxpayers to Consider

If you’re an “experienced” taxpayer, you’re probably entitled to some age-based federal income tax breaks that younger taxpayers can’t claim. Here are some details to help […]

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Family Casually Walking Down Country Path
Posted in: Estate Planning

Dynasty Trusts Can Help You Leave a Generations-Spanning Legacy

April 26, 2024 0

Dynasty Trusts Can Help You Leave a Generations-Spanning Legacy

Trusts generally are used to reduce tax and help individuals leave wealth to their loved ones. But most trusts don’t last forever and applicable taxes may […]

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Yellow warning sign with the words: WARNING! Charity Fraud; on topg a computer keyboard
Posted in: Business Planning & Consulting

Charity Scams: A Small Business Perspective

April 25, 2024 0

Charity Scams: A Small Business Perspective

Many businesses support their communities by donating to local charities. Although there are plenty of nonprofits that deserve your support, some exist solely to facilitate fraud. […]

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Red,industrial,machinery,emergency,stop,button,with,an,icon,of
Posted in: Business Planning & Consulting

Health care self-insurance and stop-loss coverage: What business owners need to know

April 24, 2024 0

Health care self-insurance and stop-loss coverage: What business owners need to know

For businesses, cost-effectively sponsoring a health insurance plan for employees is an ongoing battle. In the broadest sense, you have two options: fully insured or […]

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