In today’s data-rich business environment, having information isn’t enough—it’s what you do with that information that matters. Business dashboards have emerged as powerful tools that transform raw numbers into visual insights, helping companies of...
Americans gave $557 billion in 2023, which is a two percent decline from 2022. However, both corporate giving and foundation giving has increased from 2022. Gifts from individuals represented 67 percent of total giving. The internet has transformed how non-profit...
This article is based on insights from Rea’s recent webinar “Building Smarter: Automation, Data and Dashboards for the Construction Industry,” featuring construction and data analytics advisors John Kurtin, Andrew James, and Chris Holmes. In...
When you’re ready to transition your business, selling to an external buyer can offer significant advantages – from immediate financial returns to enhanced growth opportunities. But finding the right buyer and structure requires careful consideration of...
Is your not-for-profit organization looking to expand its funding sources? Grants can provide amazing opportunities to strengthen existing programs or launch exciting new initiatives. But as anyone who’s ventured into the grant world knows, securing the funding...
As a dental professional, you dedicate your career to precision work that improves patients’ lives. Shouldn’t your retirement plan receive the same meticulous attention to detail? At Rea, we believe your financial future deserves the same care you provide...
If your organization receives federal funding, you should be aware of important changes that affect your compliance requirements and can potentially save you significant time and resources. The Office of Management and Budget (OMB) has implemented updated guidelines...
By Max Feller, Financial Advisor, Rea Wealth Management Market volatility: two words that can elicit feelings of either fear or opportunity, depending on who you ask. For some, tumultuous times feel like riding a roller coaster blindfolded, not knowing when the next...
As retirement plan advisors, we’re seeing growing interest from clients about what many in the industry have nicknamed the “Super Catch-Up” provision. This enhanced retirement saving opportunity, officially known as the Age 60-63 Catch-Up...
As a business owner, it’s easy to get caught up in the day-to-day grind. You’re putting out fires, managing staff, dealing with clients, and somehow trying to keep up with those never-ending emails. Before you know it, weeks have passed, and you...
The right Enterprise Resource Planning (ERP) system moves past a technology upgrade into a strategic advantage that can transform your operations. But with so many options available, how do you choose and implement the right solution for your specific needs?...
As manufacturers and distributors know all too well, running a successful operation isn’t just about the production floor anymore. That’s why we gathered some of the sharpest minds in finance, tax, cybersecurity, and technology to share practical wisdom...
Financial challenges can affect any business, regardless of size or industry. Whether you’re currently facing difficulties or simply want to protect your company’s future, understanding business valuation provides powerful insights that extend far beyond...
When a marriage ends and a business is involved, figuring out what that business is worth becomes one of the most challenging aspects of the divorce process. At Rea, we work with business owners facing this situation, and we understand both the financial and emotional...
As a dental practice owner, your relationship with your business advisor or CPA should extend far beyond basic tax preparation. In today’s rapidly evolving dental industry, you need an advisor to partner with who understands the unique challenges and...
As a business owner, you’ve invested countless hours building your company and serving your customers. Your dedication to providing quality products or services shows in your operations and your talented team. But here’s a question worth considering: are...
If you’re managing a community school in Ohio, you’ve probably noticed the constant stream of regulatory updates that seem to arrive just when you’ve gotten comfortable with the last round of changes. Well, brace yourself, more are coming. But...
You’ve built something special with your business. But do you know what it’s truly worth? Not just a ballpark figure based on what your golf buddy got for his company, but a solid, substantiated number that reflects your unique operation. Most owners...
The House of Representatives passed President Trump’s comprehensive tax package by a razor-thin 215-214 vote early morning on Thursday, May 22, 2025, sending the “One Big Beautiful Bill Act” to the Senate. This sweeping legislation could reshape how...
Construction work crosses jurisdictions. Municipal tax collectors are catching on. We got a call last week from RITA, the Regional Income Tax Agency. The caller already had the name of our client’s business. She wanted to know about every project near a major...
The COVID-19 pandemic brought forth a wave of new federal programs as well as a significant increase in federal funds distributed to both existing and new recipient entities. Government and non-profit recipients of federal funds are subject to the requirements of 2...
As 2025 draws to a close, manufacturing leaders face a familiar yet increasingly complex challenge: maintaining healthy cash flow while investing in the capabilities that will define competitive advantage in 2026 and beyond. In our conversations with manufacturers...
As the calendar year draws to a close, dental practice owners face critical financial decisions that will impact both their immediate tax liability and long-term practice health. While equipment representatives may be knocking on your door promoting Section 179...
In not-for-profit boardrooms across the nation, plans are being made to join resources with other nonprofits to stretch budgets just a bit farther. Picture this: Two established organizations, both mission-driven and community-focused, decide to share a building. One...
