News & Insights
Where’s My Refund?
As millions of people file their 2024 tax returns, the Internal Revenue Service reminds taxpayers to use the Where’s My Refund? tool on IRS.gov to confirm receipt of their return and track a refund.…
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Blog: Building Effective Governance Structures in Family Businesses
Are family disagreements affecting your business decisions? Do you have a clear plan for leadership succession? Is your family business structured to thrive for generations? Studies show that only about…
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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 every 10 years. However, beginning in 2025, most domestic and foreign…
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New for Non-Profits: Pennsylvania Annual Reporting Requirements
Beginning in 2025, Pennsylvania non-profit corporations and other non-profits registered in Pennsylvania will now be required to file an annual report with the Pennsylvania Department of State. In November…
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James R. Haefele named Leading Partner
Effective February 17, 2025, James R. (Jim) Haefele CPA, ABV, CVA, CFF, MAFF assumed the role of Leading Partner. This transition marks a new chapter in our firm’s ongoing commitment to excellence, innovation…
Continue ReadingJoin 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 with other like-minded entrepreneurs? Our monthly Virtual Mastermind…
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Blog: Resisting the Pressure: Managing Family Requests to Join the Business
Family businesses are built on trust, shared values, and a sense of legacy. However, these qualities can also create challenges when family members request to join the company, especially if they lack…
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Key Tax Updates for 2025
New Year, New Updates: Stay informed with the latest tax updates and strategies. Our team at Haefele Flanagan is here to help you navigate the changes and make informed decisions for 2025. BOI Reporting…
Continue ReadingBlog: Family Business – What’s the Real Challenge?
What can hold a family-business back? Unfortunately, it’s not uncommon to see even successful family-owned businesses struggle to grow. When working with our clients, both family and non-family-owned…
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Blog: 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 Analysis – for State and Local Governments. …
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