Insights Gallery
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The moves that lower this year’s tax bill happen before December, not at filing time.
< back to Insights Gallery There is a persistent misunderstanding about when tax planning happens. Many owners think of it...
Is your practice actually performing, or just staying busy? What the numbers should look like.
< back to Insights Gallery Most practice owners have a feel for how the practice is doing. The chairs are...
Why today’s economy is driving a preference for private markets
Persistent economic uncertainty, changing interest rates, market volatility, and concerns about long-term returns have pushed many investors to look beyond...
Labor equilibrium: How your business can take advantage
Economists sometimes describe this environment as “labor equilibrium.” In economic terms, a labor market is in equilibrium when the supply...
Cash flow forecasting as a leadership tool
Most business owners rely on backward-looking financials that tell them where they have been, not where they are going. A...
IRS provides gift tax safe harbor for Trump account contributions
The IRS just made it easier for families to fund Trump accounts without triggering an unexpected gift tax filing requirement...
Why homeowners need to track improvements before a sale or inheritance
As home values rise, the federal home sale exclusion may no longer be enough to eliminate capital gains tax when...
Tax mistakes new business owners make in their first profitable year
Your first profitable year in business is worth celebrating. But it can also bring expensive tax surprises, especially if you're...
Your second-quarter estimate is due June 15th. Use it as a checkpoint, not a chore.
< back to Insights Gallery For most business owners, the June estimated-tax payment is something to get off the desk...
Zero-based budgeting: A smarter way to manage your money during persistent inflation
Higher wages, elevated borrowing costs, supply chain adjustments, and continued pressure on essential expenses have created a financial environment where...
Upskilling your workforce: A smart strategy for overcoming labor market shortages
Finding qualified workers is a common challenge employers are facing. Rather than relying solely on an increasingly competitive hiring market...
Fraud prevention strategies for nonprofit organizations
Nonprofits are disproportionately vulnerable to occupational fraud due to small administrative teams, part-time board oversight, and heavy reliance on cash-based...