2022 Tax Planning Guide

Tax Deductions Without Itemizing Most taxpayers think they have to itemize their deductions to claim them on their tax return. However, that is not entirely true! There are certain  deductions that can be claimed while still using the standard deduction.  Here… Read more→

Keep or Sell Your Business

Deciding whether to keep or sell your business can be one of the most challenging decisions for a business owner. Some owners spent a significant amount of time and energy starting their business from scratch or growing a nascent business into a… Read more→

How Companies Can Mitigate ACH and Check Fraud

Companies are targets for ACH and check fraud. Here’s how to help manage and prevent ACH and check fraud. Check fraud and ACH fraud cost companies millions each year. However, with careful planning, company leaders can do a great deal… Read more→

Video: A Guide to the 12 Brand Archetypes

Archetypes are based on Swiss psychologist Carl Jung’s theory that humans have a basic tendency to use symbolism to understand concepts. Jung identified 12 archetypes, each with its own set of characteristics, values, attitudes and behaviors. The advertising and marketing industry… Read more→

The Ins and Outs of Transitioning to an ESOP

If you’re transitioning your business to an ESOP, here’s everything to know about Employee Stock Ownership Plan structures, tax advantages, and more. For a business owner, an ESOP can be a means of transitioning ownership while generating potential tax advantages… Read more→

Why You Should Invest In Video in 2021

Think about how many videos you’ve watched on the internet this month. Or even this week! We’re guessing it’s more than you can count on one hand (or maybe even two!)   It’s predicted that consumers will spend 100 minutes… Read more→

A Year of Alphabet Soup

September has been ‘our month’ to share our insights and updates around the accounting and tax planning areas of our practice. And, given the year we have all been crawling or sprinting through, we are taking this opportunity to visit… Read more→

Live Well, Work Well

The coronavirus pandemic has caused uncertainty, stress and worry for many for the past few weeks. Even as businesses reopen and restrictions are lifted, many Americans are experiencing considerable anxiety. With more than half of Americans reporting to Dynata, a survey… Read more→