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Securing Your Business Legacy: The Essential Guide to Exit Planning

Securing Your Business Legacy: The Essential Guide to Exit Planning

by Paul Weisinger | Jul 11, 2024

As a business owner, you’ve poured your heart and soul into building your company. But have you given thought to what happens when it’s time to step away? Exit planning is a crucial step that many entrepreneurs overlook, often until it’s too late....
Unraveling the Nexus Knot: Why Your Business Can’t Afford to Ignore State Tax Connections

Unraveling the Nexus Knot: Why Your Business Can’t Afford to Ignore State Tax Connections

by Joseph Popp | Jul 12, 2024

Imagine this: Your small manufacturing company just landed a lucrative contract with a client in another state. You’re thrilled about the growth opportunity, but unbeknownst to you, this single deal has just triggered tax obligations in a state where...
The Hidden Threat to Your Construction and Real Estate Profits: ACH Fraud Exposed

The Hidden Threat to Your Construction and Real Estate Profits: ACH Fraud Exposed

by John Kurtin | Jul 15, 2024

Cybercriminals are increasingly targeting the construction and real estate industry. One of the most prevalent threats? ACH fraud. Here’s what you need to know to protect your business: Key Takeaways: ACH fraud cost businesses over $1.2 billion in 2021...
Revolutionizing 401(k) Plans: The Group Solution You Didn’t Know You Needed

Revolutionizing 401(k) Plans: The Group Solution You Didn’t Know You Needed

by Paul McEwan (retired) | Aug 12, 2024

Picture this: You’re a small business owner, eager to offer your employees a competitive 401(k) plan, but you’re drowning in administrative tasks and worried about fiduciary responsibilities. Or perhaps you’re a financial advisor, looking for ways to...
Ensuring Accountability: The Vital Role of Audits and Reviews in Not-for-Profit Organizations

Ensuring Accountability: The Vital Role of Audits and Reviews in Not-for-Profit Organizations

by Cathy Roche | Aug 16, 2024

Accountability stands as a cornerstone principle, essential for maintaining trust with donors, stakeholders, and the broader community in any not-for-profit. At the heart of ensuring this accountability lies audits and reviews, critical processes that provide...
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