Blog
Doing the research – it’s in your nature.
Read our blog to stay in the know.
Read our blog to stay in the know.
Blog
Doing the research – it’s in your nature. Read our blog to stay in the know.
The Importance of Proper Inventory Management for Financial Stability
Proper inventory management is essential for sustaining your business’s financial health. Though it may not always be the most obvious focus, how you handle your inventory significantly impacts cash flow, profit margins, and long-term growth. This article will discuss how…
Cash Reserves and Business Stability: Building Financial Resilience
Written by: Todd Ellis, CPA, MST, CGMA Running a business is no easy feat. Every day, you’re juggling several different things—keeping customers happy, managing operations, thinking about growth—sometimes, it can feel like things are going great, and other times… not…
Federal Court in Texas Suspends BOI Reporting Requirements Under Corporate Transparency Act
You may have heard that on December 3, 2024, a federal court in Texas issued a preliminary injunction suspending the enforcement of the Corporate Transparency Act. The Act required businesses to report beneficial ownership information (BOI) to the Financial Crimes…
Tax Planning Tips for Digital Businesses and E-commerce
Tax planning for digital and e-commerce businesses brings unique challenges and opportunities. Effective tax management can be tricky with diverse revenue streams, cross-border sales, and constantly evolving regulations. Here’s a guide to navigating the tax landscape and making the most…
Navigating Tomorrow: Year-End Tax Strategies for Business Owners
As we near year-end, proactive tax planning becomes more crucial than ever for businesses and family offices with complex tax portfolios. While 2024 hasn’t brought significant legislative tax changes, foundational tax strategies remain invaluable. With potential transactions and evolving state…
Maximizing Charitable Giving: The Power of Appreciated Securities
Written by: Angela Parziale, CPA, MST Managing a complex portfolio involves unique challenges and opportunities, especially when optimizing your financial strategies. While some aspects of your financial situation may be out of your control—like mortgage rates or state taxes—one area…
Adapting to Massachusetts’ Estate Tax Changes
Written by: Ladidas Lumpkins, CPA, JD, LL.M. Tax *Please note that tax laws and regulations may change, and it’s always best to consult your advisor for the latest guidance. This article is accurate as of October 29, 2024. On October…
Internal Accounting Team or Outsourced Team: Which Is Right for Your Business?
Written by: Todd Ellis, CPA, MST, CGMA Every business, whether large or small, needs reliable accounting support to keep operations running smoothly—ensuring cash flow is managed, bills and employees are paid, and the business’s overall financial health is well understood.…
Supreme Court Ruling on Taxation of Corporate-Owned Life Insurance: What Business Owners Need to Know
Written by: William Cooper, CPA On June 6, 2024, the Supreme Court issued a ruling in Connelly v. United States that has significant implications for privately held business owners. The Court unanimously decided that the value of company-owned life insurance…
Estate Planning Essentials for Preserving Generational Wealth
Written by: Jordan Yorks Wealth preservation is a key concern for high- and ultra-high-net-worth individuals, especially when passing on assets to future generations. Estate planning is the cornerstone of ensuring that your wealth is transferred smoothly, efficiently, and according to…
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