Trends & Insights

Key conversations to have with your CPA

Key conversations to have with your CPA

Whether managing personal finances or running a business, this article provides essential questions to ask your CPA for informed ...
Don’t fall for tax clickbait: how to spot dubious financial advice online

Don’t fall for tax clickbait: how to spot dubious financial advice online

Think you can spot misleading tax advice online? You might be surprised. Discover how even savvy individuals can fall prey to dubious claims and ...
Strengthen Your Financial Plan: A 6-Step Checklist

Strengthen Your Financial Plan: A 6-Step Checklist

Find out how to stay financially prepared for any situation with six essential steps, from building an emergency fund to estate, tax, and ...
Streamline 1099 Reporting: Tips for a Smooth Filing Season

Streamline 1099 Reporting: Tips for a Smooth Filing Season

Confused about who needs a 1099 and which form applies? You’re not alone. This quick guide cuts through the chaos so you can handle your 1099s ...
Don’t let payroll taxes derail your business

Don’t let payroll taxes derail your business

Navigating the complexities of payroll taxes is a daunting task for small business owners, fraught with challenges like worker misclassification ...
Avoid underpayment penalties: make a payment by January 15th

Avoid underpayment penalties: make a payment by January 15th

Learn how to keep abreast of your tax payments and avoid rising underpayment penalties that can quickly snowball. Discover strategies that can ...
CTA injunction reinstated: continuing uncertainty

CTA injunction reinstated: continuing uncertainty

The reinstated injunction on the Corporate Transparency Act (CTA) halts enforcement, but uncertainty remains. Learn what beneficial ownership ...
Building a more resilient business through structured risk management

Building a more resilient business through structured risk management

When market conditions change and unforeseen events test your business’s resilience, having a structured risk management process in place helps ...
BOI reporting requirements reinstated

BOI reporting requirements reinstated

The Corporate Transparency Act, designed to prevent financial crimes, is back in effect after the lifting of an injunction. This article ...
Understanding Trump’s proposed tax changes: implications for taxpayers and business owners

Understanding Trump’s proposed tax changes: implications for taxpayers and business owners

Learn about President-elect Trump's proposed tax changes and how they could affect your financial strategy. This nonpartisan article discusses ...
Corporate Transparency Act under scrutiny: key developments and implications

Corporate Transparency Act under scrutiny: key developments and implications

The Corporate Transparency Act (CTA) is facing significant legal challenges, leading to a temporary halt in its enforcement. This development ...
Court strikes down Biden administration overtime rule

Court strikes down Biden administration overtime rule

A rule that sought to increase the salary threshold for overtime exemption has been struck down by U.S. District Judge Sean Jordan. Learn the ...
Expand Your Client Base with Referral and Partner Programs

Expand Your Client Base with Referral and Partner Programs

Grow your client base through trust and collaboration. Referral, partner, and affiliate programs offer efficient ways to attract high-quality ...
Guide to Commission-Based Pay for Sales Teams

Guide to Commission-Based Pay for Sales Teams

Discover how commission-based pay can transform your sales team by aligning compensation with performance to drive revenue and retain top ...
End-of-year tax strategies for individuals

End-of-year tax strategies for individuals

As the year-end approaches, it's time to for strategic tax planning. From assessing your current tax situation and understanding deductions to ...
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