Resources

Asset sale vs. stock sale: what business owners need to know before selling

Asset sale vs. stock sale: what business owners need to know before selling

Deciding to sell your business? Navigate the complexities of asset sales versus stock sales with our comprehensive guide. Discover how each structure impacts taxes, liabilities, and proceeds to make informed decisions that optimize your deal and safeguard your hard-earned success.
5 Reasons why people choose C corporations

5 Reasons why people choose C corporations

Curious whether a C corporation could be the right fit for your business? In just a few minutes, you’ll learn five key reasons founders choose the C corporation structure. Find out how these benefits could shape your company’s future.
Tax implications of property upgrades: repairs vs. improvements

Tax implications of property upgrades: repairs vs. improvements

Navigating the fine line between repairs and improvements on your property can significantly impact your tax liabilities. Discover how the IRS classifies these expenses, explore key safe harbors, and learn strategies to maximize your tax benefits. Dive into this comprehensive guide to ensure you're making informed financial decisions when tackling property-related projects.
Common Beneficiary Mistakes That Can Wreck Your Estate Plan

Common Beneficiary Mistakes That Can Wreck Your Estate Plan

Uncover common estate planning mistakes that could jeopardize your assets and learn how to avoid them. Find out why aligning beneficiary designations with your will or trust is vital and discover the benefits of setting up a trust to manage your assets effectively.
Avoiding Common Mistakes in Transition Planning

Avoiding Common Mistakes in Transition Planning

Preparing your business for a future transition is crucial to its success. Learn how to avoid common mistakes and ensure your business thrives through any change.
The standard business mileage rate has increased for 2025

The standard business mileage rate has increased for 2025

Important news for businesses that rely on travel: the standard business mileage rate for 2025 has increased. Discover how this change affects your business’s bottom line in our recent article.
Mitigating liability as a 401(k) plan sponsor: your role as a fiduciary

Mitigating liability as a 401(k) plan sponsor: your role as a fiduciary

Offering a 401(k) plan to your employees is not just a perk—it's a significant fiduciary responsibility under ERISA that requires careful oversight and compliance to shield both the plan and its participants. Discover the core duties and common pitfalls that come with managing a 401(k) plan, and learn best practices for mitigating liability while securing your team's financial future. Stay informed on regulatory changes and proactive measures to protect your organization in this detailed guide.
What to consider if you’re financing the sale of your business

What to consider if you’re financing the sale of your business

Financing the sale of your business can be a challenging process. This article outlines what you need to know and consider, helping you make a strategic move. Read on to ensure your business sale goes as smoothly as possible.
2025 Federal Payroll Tax Changes

2025 Federal Payroll Tax Changes

Stay updated with our comprehensive review of the 2025 federal payroll tax changes.
A Nonprofit’s Guide to Weathering Policy Changes

A Nonprofit’s Guide to Weathering Policy Changes

When policies change and priorities shift, nonprofits need to stay flexible and focused. This guide highlights practical strategies, from diversifying funding streams to sharpening compliance efforts, all aimed at strengthening your organization’s resilience. With the right preparation and professional financial guidance, you can maintain your mission’s momentum, no matter what the future brings.
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 learn the red flags to watch out for.
Decoding income definitions: AGI, MAGI, and taxable income explained

Decoding income definitions: AGI, MAGI, and taxable income explained

Navigating the U.S. tax system can be complex, particularly when understanding critical concepts like Adjusted Gross Income (AGI), Modified Adjusted Gross Income (MAGI), and Taxable Income. These definitions impact your tax liability and eligibility for various deductions and credits, playing a pivotal role in financial planning. Empower yourself with the knowledge to make informed tax decisions by decoding these essential terms in our latest article.
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 decision-making. Discuss everything from tax planning to retirement and succession planning. Stay on top of your financial game by making your CPA meetings count.
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 investment planning.
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 with confidence.

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