News & Insights

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
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…
Continue Reading
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…
Continue Reading
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…
Continue Reading