Trends & Insights

Using POD and TOD Accounts in Your Estate Plan

Using POD and TOD Accounts in Your Estate Plan

Discover how Payable-on-Death (POD) and Transfer-on-Death (TOD) accounts streamline the inheritance process, enabling beneficiaries to bypass ...
Building a budget and forecast system for your business

Building a budget and forecast system for your business

The harsh reality is that many business failures are caused by poor financial planning and cash flow management. Despite this, surprisingly few ...
FMF&E CPA, P.C. Announces New Managing Partner and Key Leadership Appointments

FMF&E CPA, P.C. Announces New Managing Partner and Key Leadership Appointments

Andrea LaBarge Named Managing Partner, First Woman in Firm’s History; Dan Gilheney to Transition to Senior Advisor - Syracuse, New ...
OBBBA Highlights: 2025 Tax Impacts for Business and Individuals

OBBBA Highlights: 2025 Tax Impacts for Business and Individuals

The One Big Beautiful Bill Act reshapes the U.S. tax landscape with permanent TCJA extensions, revived 100 percent bonus depreciation, an ...
Medicare: premiums, taxes, and surprise surcharges

Medicare: premiums, taxes, and surprise surcharges

Many people reach 65 expecting Medicare to replace their health insurance and ease budget pressures. But in reality, Medicare often adds a new ...
Debt-financed distributions for pass-throughs: how they work and when they make sense

Debt-financed distributions for pass-throughs: how they work and when they make sense

When a pass-through business takes out a loan at the entity level and immediately distributes the borrowed funds to its owners, this is ...
The One Big Beautiful Bill Act: Strategic Tax Planning Opportunities for New York Manufacturing Companies

The One Big Beautiful Bill Act: Strategic Tax Planning Opportunities for New York Manufacturing Companies

As we navigate the implementation of the One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, manufacturing companies across New ...
Financial Survival Guide for Startups

Financial Survival Guide for Startups

Spending all your time delivering for clients and letting bookkeeping slide? In this quick guide, discover the simple systems that protect your ...
The Overlooked Importance of HR in Growing Businesses

The Overlooked Importance of HR in Growing Businesses

For many small and midsize businesses, HR dysfunction isn't about negligence. It's about capacity. Most founders don't build their companies ...
Attribution rules explained: how constructive ownership can affect your tax strategy

Attribution rules explained: how constructive ownership can affect your tax strategy

You may think you don't own a particular business interest, but the IRS might disagree. Under constructive ownership rules, the tax code can ...
Critical updates on energy credits

Critical updates on energy credits

The One Big Beautiful Bill Act (OBBBA) is changing the landscape of energy tax credits by accelerating expiration dates, leaving homeowners, ...
You’ve filed an S election – now what? A practical compliance checklist for new S corps

You’ve filed an S election – now what? A practical compliance checklist for new S corps

Making the jump to S-corporation status probably wasn't an impulse decision; you looked at your books, saw profits piling up well beyond the ...
When saying “no” to an inheritance might make sense

When saying “no” to an inheritance might make sense

Most people spend time planning how to leave an inheritance—but far fewer consider when it might be smarter to decline one. In some cases, ...
What to consider if you’re financing the sale of your business

What to consider if you’re financing the sale of your business

Financing the sale of your business can be a challenging process. This article outlines what you need to know and consider, helping you make a ...
What is a cash balance retirement plan?

What is a cash balance retirement plan?

Curious about cash balance retirement plans? These plans can offer much higher contribution limits and potential tax advantages, but they also ...
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