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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R&D Tax Relief Returns with the One Big Beautiful Bill

The recently passed One Big Beautiful Bill (OBBB) brings important changes that significantly improve how businesses can treat research and development (R&D) expenses for tax purposes. These updates reverse…

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Key Provisions in the One Big Beautiful Bill Act Explained

President Trump has officially signed the One Big Beautiful Bill Act (OBBBA) into law — a major overhaul that will impact individuals and businesses alike. As details unfold, it’s more important than…

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Insight: Fair Pay, Clear Roles in the Family Business

Running a family business can be incredibly rewarding but it also comes with unique challenges, especially when it comes to assigning roles and setting compensation. For many family-run enterprises, the…

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No More Checks as Government Moves to Electronic Payments

Mandated by a recent Executive Order, the U.S. Treasury Department is eliminating paper checks and all payments to and from federal agencies must be made electronically. Paper refund checks and mailed-in…

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Insight: Build a Business that’s Ready for Buyers or Investors

At some point, every business owner considers their exit, whether it’s selling to a third party, passing the business on to the next generation, or bringing in an investor. But achieving the best possible…

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New Jersey Launches NJ Tax Portal

New Jersey has recently made major upgrades to its tax filing system, specifically affecting Sales and Use Tax, by launching a new online portal called the NJ Tax Portal.  Key Changes and Information:…

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Change Is Coming: Let Haefele Flanagan Help You Decipher the Big, Beautiful Tax Bill 

As tax legislation evolves, staying ahead of the changes isn’t just a good idea, it’s essential. With the upcoming tax reform being touted as “big” and “beautiful,” businesses and individuals…

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