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…

Continue Reading

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…

Continue Reading

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:…

Continue Reading

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…

Continue Reading

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…

Continue Reading

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…

Continue Reading

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…

Continue Reading

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…

Continue Reading

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…

Continue Reading

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…

Continue Reading