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 “One Big Beautiful Bill” Signed Into Law—Major Tax and Policy Changes Now Official
On July 4, President Trump signed the much-anticipated “One Big Beautiful Bill Act” (OBBB) into law, following approval by both the Senate and the House of Representatives. This sweeping legislation permanently extends and reshapes many provisions of the 2017 Tax…
Debt vs. Equity Financing: Which One Fits Your Business Best?
At some point, nearly every business owner faces a common question: How do I fund the next growth stage? Whether you’re eyeing new equipment, a larger space, or need extra cash flow, choosing the right kind of financing is a…
Proactive Tax Planning for Expanding Businesses
Growth is exciting as a business owner, but it also brings added complexity to your tax situation. Expansion may mean hiring new staff, entering new markets, or investing in new assets. Without proper planning, these changes can increase your tax…
What’s in the “One Big Beautiful Bill Act”?
On May 22, 2025, the U.S. House of Representatives passed the “One Big Beautiful Bill Act” (H.R.1), a sweeping proposal to extend or modify several tax provisions originally enacted under the 2017 Tax Cuts and Jobs Act (TCJA), many of…
ERISA Fidelity Bonds: Myth Busting Five Common Misconceptions
Written by: Stephen Candelario, CPA and Jill Blumen, CPA In the complex world of employee benefit plans, fidelity bonds serve as a crucial safeguard against losses caused by financial malfeasance. Given the costs and vagaries of litigation, plan sponsors and…
The Strategic Role of Outsourced Controllership in 2025
Written by: Todd Ellis, CPA, MST, CGMA Bringing financial clarity and leadership to growing businesses—without the full-time hire. As a business owner, you must juggle operations, manage people, plan for growth, and closely monitor your financials. But in today’s environment,…
How to Plan for Succession: Preserving, Protecting, and Passing on Wealth
The key to success is to be thoroughly prepared. Succession will happen within families, but it is not always certain that it will be accomplished strategically. Succession planning calls for deliberate preparation, and it requires time— typically years or even…
Unlocking Your Business Potential with Financial Dashboards
Running a business comes with constant financial decisions, having the right tools to understand where your money is going can make all the difference. Financial dashboards are a game-changer, giving business owners real-time insights into their company’s financial health. With…
Future-Proof Your Business with Rolling Forecasts
If you’ve ever put together an annual budget only to realize a few months later that it’s already outdated, you’re not alone. Business conditions change fast—unexpected expenses pop up, revenue doesn’t always hit projections, and market shifts can throw your…
Walter Shuffain Promotes Debbie Burgess to Tax Manager
Walter Shuffain is pleased to announce the promotion of Debbie Burgess to Tax Manager, effective January 1, 2025. In her new role, Debbie will continue to provide tax and consulting expertise to clients in various industries while taking on expanded…
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