Resources

Essential Guidelines for Owner-Involved Business Loans

Essential Guidelines for Owner-Involved Business Loans

Learn the important considerations when loaning money to your business or borrowing from it to avoid legal and tax issues.
What to do if you filed an employee retention credit claim with the IRS

What to do if you filed an employee retention credit claim with the IRS

ERC submissions are under scrutiny by the IRS due to a surge in questionable claims. Are you confident your claim meets the eligibility requirements and can stand up to a potential audit?
IRS halts employee retention credit processing

IRS halts employee retention credit processing

The IRS has temporarily halted processing of employee retention credit claims and will provide additional guidance for businesses.
Financial red flags: a guide for nonprofit board members and directors 

Financial red flags: a guide for nonprofit board members and directors 

Protect your nonprofit organization from financial crises with these expert tips for board members and directors. Discover the warning signs of financial mismanagement and how to prevent them.
Reducing your risk of an IRS audit

Reducing your risk of an IRS audit

Worried about getting audited by the IRS? Check out the statistics on IRS audits and tips to reduce your risk of being audited.
Employment agreements are under fire: here’s what employers need to know

Employment agreements are under fire: here’s what employers need to know

Employers must protect their interests when employees leave or join their company, but the use of non-compete agreements and similar contracts is becoming increasingly regulated at the state and federal levels. This article explores common business agreements and best practices to mitigate potential risks.
Determining Reasonable Compensation for S-Corp Owners

Determining Reasonable Compensation for S-Corp Owners

As an owner of an S-Corp, understanding the concept of reasonable compensation is crucial for tax planning and compliance. Learn about the IRS's reasonable compensation rules for determining how much should be taken in the form of wages versus pass-through income.
Why the Cost of Customer Acquisition Is So Important

Why the Cost of Customer Acquisition Is So Important

For any business, understanding and effectively managing the cost of customer acquisition is crucial for success. In this video, we'll explain what it is, how it's calculated, and how it affects a business's profitability, cash flow, and overall growth.
IRS announces transition relief for RMDs following the SECURE 2.0 Act

IRS announces transition relief for RMDs following the SECURE 2.0 Act

Discover how the IRS is providing much-needed relief for Required Minimum Distributions (RMDs) in light of the SECURE 2.0 Act. Learn about the new transition rules that could potentially benefit retirees and their tax planning strategies.
Estate planning after the sale of a business interest

Estate planning after the sale of a business interest

This article discusses estate planning and tax considerations after the sale of a business interest or other liquidity event, including common strategies to reduce estate tax and meet charitable giving goals.
How Top CEOs Found Success Through Immersion

How Top CEOs Found Success Through Immersion

Discover how CEOs of Airbnb, Starbucks, and Uber immersed themselves in their own businesses as customers and frontline employees, gaining valuable insights that transformed their companies. Learn how their firsthand experiences led to innovative improvements and a better understanding of their customers' needs.
Will You Need To Report Beneficial Ownership Information?

Will You Need To Report Beneficial Ownership Information?

The Corporate Transparency Act will require most businesses to provide beneficial ownership information to the U.S. Department of Treasury to combat money laundering. Find out who needs to report, what information is required, and when the reports must be submitted.
Leveraging the cloud for middle market business success

Leveraging the cloud for middle market business success

If your middle market business hasn't made the move to the cloud, now's the time.
From Surviving to Thriving: The Benefits of Digital Transformation

From Surviving to Thriving: The Benefits of Digital Transformation

Discover the benefits of digital transformation for businesses, including enhanced operational efficiency, real-time insights, and a competitive advantage in today's evolving market.
Mistakes To Avoid When Setting Growth Goals

Mistakes To Avoid When Setting Growth Goals

Discover the common mistakes made when setting growth goals and how to avoid them. Learn how to create a clear and achievable plan to take your business to the next level.

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