Insight: Blending Family and Non-Family in Business

Family businesses make up a significant portion of the global economy for good reason, they often carry deep traditions, a strong sense of purpose, and long-term commitment that can span generations. But…

Continue Reading

Philadelphia Tax Exemptions Coming to an End: What Your Business Needs to Know

Philadelphia has announced important changes to its tax policies that will impact businesses beginning with the 2025 tax year. Two key exemptions that many taxpayers have relied on will be eliminated:…

Continue Reading

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…

Continue Reading

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…

Continue Reading

Insight: Back to School Lessons for Q4 Success

Early August brings a wave of back-to-school energy; store shelves are filled with notebooks and backpacks, dorm rooms start taking shape, and photos of kids heading off to college or boarding the school…

Continue Reading

R&D Tax Relief Returns with the One Big Beautiful Bill

The recently passed One Big Beautiful Bill (OBBB) brings important changes that significantly improve how businesses can treat research and development (R&D) expenses for tax purposes. These updates reverse…

Continue Reading

Key Provisions in the One Big Beautiful Bill Act Explained

President Trump has officially signed the One Big Beautiful Bill Act (OBBBA) into law — a major overhaul that will impact individuals and businesses alike. As details unfold, it’s more important than…

Continue Reading

No More Checks as Government Moves to Electronic Payments

Mandated by a recent Executive Order, the U.S. Treasury Department is eliminating paper checks and all payments to and from federal agencies must be made electronically. Paper refund checks and mailed-in…

Continue Reading

Insight: Build a Business that’s Ready for Buyers or Investors

At some point, every business owner considers their exit, whether it’s selling to a third party, passing the business on to the next generation, or bringing in an investor. But achieving the best possible…

Continue Reading

New Jersey Launches NJ Tax Portal

New Jersey has recently made major upgrades to its tax filing system, specifically affecting Sales and Use Tax, by launching a new online portal called the NJ Tax Portal.  Key Changes and Information:…

Continue Reading