Insight: The Financial Impact of Winning New Customers

In a changing and increasingly competitive market, winning new customers is a critical driver of sustainable revenue growth and long-term business value. For many organizations, customer acquisition is…

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4th Quarter Estimates due January 15, 2026

The Internal Revenue Service reminds taxpayers who pay estimated taxes that they have until January 15th to make their payment for the 4th quarter of tax year 2025 without penalty. Who needs to make a…

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Insight: Smart Strategies for Family Business Finance

At Haefele Flanagan, we’ve worked alongside family businesses for decades and we know that running one takes more than hard work and good intentions. It takes planning, clarity, and the confidence that…

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100% Bonus Depreciation on Production Property

A recent change from the One Big Beautiful Bill Act (OBBBA) brings big news for business owners involved in manufacturing or production. A new category, “qualified production property”, is now eligible…

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Year-End Tax and Financial Planning for Small Businesses

As we approach the end of the year, it’s a great time to take stock of your financial health and ensure your tax strategies are working for you. This year has brought unique challenges and opportunities…

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Insight: Why the Financial and Operational Health of a Family-Owned Business is Critical

Family-owned businesses are a cornerstone of the global economy, representing about 90% of all businesses worldwide, according to the Family Firm Institute. Yet despite their strong presence, many don’t…

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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…

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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:…

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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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