Resources

Family-owned businesses are the backbone of our communities. They create jobs, build local economies, and carry traditions that span generations. But alongside those strengths come unique challenges that many other businesses simply don’t face. When…

The IRS has released its first round of guidance on the upcoming “Trump Accounts,” a new tax-advantaged savings program created under the One Big Beautiful Bill Act of 2025. These accounts—designed to give children a…

When evaluating a company’s financial health, especially during a sale, merger, or acquisition, one term shows up again and again: EBITDA. This acronym stands for Earnings Before Interest, Taxes, Depreciation, and Amortization, and it’s commonly…

The One Big Beautiful Bill Act of 2025 (OBBBA) offers more than just tax compliance updates. OBBBA has created opportunities for small and medium business owners to increase cash flow and invest in growth initiatives….

The U.S. Mint has officially produced its last penny, marking the end of a 116-year run for America’s smallest coin. While pennies will remain in circulation for a while as people spend, save, or donate…

Before closing out the year, take a few minutes to make sure your payroll is accurate, compliant, and ready for a smooth start to 2026. Here’s a quick checklist to guide you: Verify employee information…

Tax myths spread quickly and can lead to costly mistakes or missed opportunities. Here’s what’s fact and what’s fiction. Tax Myth 1: Moving into a higher tax bracket means you’ll take home less money. Reality:…

With the new One Big Beautiful Bill Act (OBBBA) reshaping deductions, reporting rules, and tax incentives, business owners face a more complex tax season than ever. Our Client Advisory Services (CAS) offers year-round guidance that…

Building a strong financial future starts with saving early and investing wisely. Even small contributions made over time can grow significantly with the right strategies and accounts to support your goals. Leverage Individual Retirement Accounts…

Tax laws shift every year, and what saved you money last season might cost you this one. Stay proactive with your tax plan to make sure you’re taking advantage of every opportunity. 1. Watch income…