We’re proud to share that Leading Partner Jim Haefele will be honored at Legacy Treatment Services Monte Carlo Night this March, a well‑deserved recognition for someone who leads with heart, integrity, and a deep commitment...
After an extraordinary career spanning four decades, James (Jim) A. Rogers Jr., who has been with Haefele Flanagan since 1985 and served as Managing Partner for the past 11 years, will retire on December 31,...
The IRS has announced important cost-of-living adjustments for the 2026 tax/plan year that will impact several retirement plan limits. These changes are designed to help employees keep pace with inflation and maximize their retirement savings...
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 your decisions today...
With major tax changes in play from the One Big Beautiful Bill Act (OBBBA), now is the time to review year-end charitable planning. Certain OBBBA provisions take effect in 2026 and could reduce the tax...
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 for 100% bonus depreciation....
We show up where our clients are. From industry conferences and local association meetings to our own roundtables designed for candid conversation.
Please check soon back for our Fall 2026 events.
A proper business valuation provides an objective understanding of what your company is truly worth giving you the clarity needed to make informed decisions around growth, ownership transitions, and long-term planning. This guide is designed to help you better understand where valuation fits into your business strategy and how it can uncover opportunities, reduce uncertainty, and position you to move forward with confidence.
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