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Insight: From Reflection to Direction: Annual Retreats for Family Businesses

Family businesses are unique, blending family relationships with business performance. An annual retreat or planning session helps connect these two spheres: reinforcing shared identity, enabling collective…

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3rd Quarter Estimated Taxes due September 15th

The Internal Revenue Service reminds taxpayers who pay estimated taxes that the deadline to pay their third quarter tax liability is September 15th. Taxpayers may have to pay estimated tax if the amount…

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Insight: How The Coming Interest Rate Shift Favors Lower Middle-Market Deals

A Unique Window for Business Owners The largest generational transfer of business wealth in American history is sitting in traffic. Millions of baby-boomer business owners who have spent decades building…

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Experience That Matters

Haefele Flanagan - Premier South Jersey CPAs and Financial Advisors

From our two locations, Maple Shade, New Jersey and Philadelphia, Pennsylvania, the Haefele Flanagan team offers hands-on financial planning tailored to our client’s industry and business needs. Backed by over 50 years of experience, our bookkeepers and CPAs understand the complex financial demands facing modern organizations and businesses, especially in industries that require specialized expertise. If you need help organizing and getting to the next level, learn more about industries we work with and the services we offer.