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
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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
Change Is Coming: Let Haefele Flanagan Help You Decipher the Big, Beautiful Tax Bill
As tax legislation evolves, staying ahead of the changes isn’t just a good idea, it’s essential. With the upcoming tax
Why Now is the Perfect Time to Check Your Withholding
Now that tax season is behind us, it’s the ideal time to take a fresh look at your withholding for
Insight: Effective Now – GASB Statement No. 102
State and local governments are exposed to a variety of risks related to certain concentrations, constraints, or events that could
2025 Annual Reports Must be Filed with the Pennsylvania Department of State
Business owners operating in the state of Pennsylvania have historically been required to file a report with Department of State
Join Our Virtual Mastermind for Family-Owned Businesses
The Family Business Exchange: Expert Insights, Real Conversations, Lasting Impact Are you part of a family-owned business looking to connect
Insights: On the Horizon – GASB Statement No. 103
In 1999, the Government Accounting Standards Board (“GASB”) issued Statement No. 34, Basic Financial Statements – and Management’s Discussion and
Super-Catch-Up Retirement Contributions
Starting in 2025, the SECURE 2.0 Act allows eligible participants who are ages sixty to sixty-three to make “super-catch-up contributions” of
Transition Relief for Third-Party Settlement Organizations
The Internal Revenue Service issued Notice 2024-85 PDF providing transition relief for third-party settlement organizations (TPSOs), also known as payment apps and online