News & Insights
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 the upcoming year. While it’s easy to put taxes out of mind once you’ve filed, a quick check now…
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Insight: Ready for AI? The Business Transformation You Can’t Afford to Miss
In boardrooms across the globe, one question dominates strategic discussions: “Are we ready for AI?” The answer often reveals more about organizational preparedness than technical capability. The business…
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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 impact or even negatively affect operations. Previously, exposure to…
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Level Up Your Legacy: Identify and Prepare the Next-Gen for Your Family Business
Transitioning leadership within family-owned businesses is a pivotal moment that can determine the future success and longevity of the enterprise. Identifying who among the next generation is ready and…
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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.…
Continue ReadingBlog: 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…
Continue ReadingNew 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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