News & Insights

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…