News & Insights

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…

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…

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…

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…

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…

TaxCaddy is a software program designed to make gathering tax documents and sharing them with your tax professional a breeze. But why take our word for it? Here are the top 5 reasons YOU should be using…

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…

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…

As year-end approaches, now is the ideal time to review your financial picture and take steps to capture available tax savings. With new tax legislation, economic shifts, and evolving personal circumstances…