Insights and Resources

Insights

Conclusion of Value: When Your Business Valuation Has to Hold Up
August 13, 2026

Conclusion of Value: When Your Business Valuation Has to Hold Up

Most business owners get a valuation because they want to know something. Sometimes they need to prove it. Those are two different engagements, and ...

Fraud and Forensic • Valuation • Estate and Succession Planning
How to Improve Profit Margins Without Cutting Growth
July 28, 2026

How to Improve Profit Margins Without Cutting Growth

Revenue is only half the equation. A closer look at operating expenses can strengthen margins without slowing the business down.

Business Advisory
Behind on Business Taxes? Your Resolution Options
July 28, 2026

Behind on Business Taxes? Your Resolution Options

A cash flow crunch, a missed deadline or a payroll tax oversight can put any business behind. Here are the options for getting back on track.

Tax Planning • Tax Compliance
Parent reviewing Section 530A account contribution rules and gift tax filing requirements
July 28, 2026

Trump Accounts: New IRS Gift Tax Guidance for 2026

Section 530A accounts, also known as “Trump accounts,” are available for contributions as of July 4, 2026. Created by the One Big Beautiful Bill Act, ...

Tax Planning • Tax Compliance • Estate and Succession Planning
Business owner reviewing employee benefit options including the employer-provided child care tax credit
July 28, 2026

Employer Child Care Credit: What Changed for 2026

Offering a broad menu of employee benefits can help your business attract and retain skilled workers. One benefit that’s popular among employees with ...

Tax Planning • Tax Compliance
Pennsylvania business owner reviewing annual report filing deadlines
July 27, 2026

PA Annual Report: Deadlines, Fees and What Changes in 2027

The Annual Report replaced Pennsylvania's decennial filing, and enforcement tightens in 2027. Here is what's due, when and what happens if you miss ...

Business Advisory • Tax Compliance
IRS Automatic Exemption from Penalty relief explained by Brinker Simpson & Company
July 22, 2026

Hillary Alexander Explains IRS Automatic Penalty Relief

There is a new program worth celebrating. The IRS is rolling out Automatic Exemption from Penalty, or AEP, a systemic relief process expected to ...

Tax Compliance • Tax Alert • Tax Planning
California SaaS and software sales tax under SB 122, effective January 1, 2027
July 10, 2026

Hillary Alexander Explains California's New SaaS Tax

California taxing SaaS is one of the biggest US software changes in years. On June 29, 2026, Governor Gavin Newsom signed Senate Bill 122 (SB 122), a ...

Tax Planning • Tax Compliance
Accounting team reviewing month-end close checklist and reconciliations on screen
June 23, 2026

Turn Your Month-End Close From a Time Crunch Into a Routine

A clean month-end close gives you numbers you can act on within days, not weeks. For most businesses, the slowdown is not the accounting itself. It ...

Accounting and Financial Operations