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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
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
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
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
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
Stay updated with our comprehensive review of the 2025 federal payroll tax 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
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
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
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
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
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.
How consumer businesses can prepare for higher tariffs
As consumer products companies look to a new Trump administration, higher tariffs are most likely on the way. Businesses that prepare now, even as they wait for the tariffs to take shape, will be better positioned to maximize their margins.
Don’t let payroll taxes derail your business
Navigating the complexities of payroll taxes is a daunting task for small business owners, fraught with challenges like worker misclassification and ever-changing regulations. This article explores common pitfalls and offers actionable strategies to ensure compliance, protect your business from penalties, and maintain employee trust. Dive in to discover how you can streamline your payroll processes and focus on growing your enterprise.
Corporate Transparency Act under scrutiny: key developments and implications
The Corporate Transparency Act (CTA) is facing significant legal challenges, leading to a temporary halt in its enforcement. This development has created uncertainty for businesses that are required to disclose beneficial ownership information. Learn about the court ruling and how to navigate the evolving situation.
