News & Insights

IRS Announces New Tax Brackets under OBBBA
The IRS has released its official 2026 inflation adjustments, outlining new tax brackets, standard deduction increases, and several important updates that will affect both individuals and businesses.These…
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Fraudulent Texts Target Pennsylvanians in Refund Scam
Pennsylvania Secretary of Revenue Pat Browne issued a warning about a phishing scam targeting Pennsylvanians. The scam involves fraudulent text messages that impersonate PA Department of Revenue officials…
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Haefele Flanagan named 2025 NJBIZ Best Place to Work
NJBIZ asked, and our employees answered. The result? Haefele Flanagan is proud to be named a 2025 NJBIZ Best Place to Work! The annual program, managed by BridgeTower Media’s Best Companies Group, recognizes…
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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 strong sense of purpose, and long-term commitment that can span generations. But…
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Philadelphia Tax Exemptions Coming to an End: What Your Business Needs to Know
Philadelphia has announced important changes to its tax policies that will impact businesses beginning with the 2025 tax year. Two key exemptions that many taxpayers have relied on will be eliminated:…
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Insight: From Reflection to Direction: Annual Retreats for Family Businesses
Family businesses are unique, blending family relationships with business performance. An annual retreat or planning session helps connect these two spheres: reinforcing shared identity, enabling collective…
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3rd Quarter Estimated Taxes due September 15th
The Internal Revenue Service reminds taxpayers who pay estimated taxes that the deadline to pay their third quarter tax liability is September 15th. Taxpayers may have to pay estimated tax if the amount…
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Insight: How The Coming Interest Rate Shift Favors Lower Middle-Market Deals
A Unique Window for Business Owners The largest generational transfer of business wealth in American history is sitting in traffic. Millions of baby-boomer business owners who have spent decades building…
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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 shape, and photos of kids heading off to college or boarding the school…
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Insight: How Family Businesses Win New Customers in the 21st Century
In the 21st century, the rules of customer acquisition have transformed dramatically. Where traditional advertising, word-of-mouth, and local relationships once dominated, today’s landscape is driven…
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