Insights & Resources

Five Tax Breaks on the Table: What Business Owners Should Know
6/17/25 5:09 PM

Five Tax Breaks to Consider: What Business Owners Need to Know

A bill in Congress — dubbed The One, Big, Beautiful Bill — could significantly reshape several federal business tax breaks. While the proposed ...

Tax Planning Real Estate and Construction Business Advisory Tax Compliance
How to Turn F&A Turnover into a Business Opportunity
6/17/25 5:03 PM

How to Turn F&A Turnover into a Business Opportunity

Turnover in finance and accounting (F&A) leadership is increasing. In 2024, CFO turnover among Standard & Poor’s 500 companies hit 17.8%, ...

Tax Planning Business Advisory Guide
QuickBooks Tips: Master Your Monthly Close
6/17/25 5:02 PM

QuickBooks Tips: Master Your Monthly Close

The month-end close is a pain point for many small to midsize businesses. While internal accounting teams often aim to wrap up the close within three ...

Tax Planning Business Advisory Tax Compliance Accounting and Financial Operations
Why Industry Risk Matters in Business Valuation
5/20/25 3:07 PM

Why Industry Risk Matters in Business Valuation

When valuing a private business, IRS Revenue Ruling 59-60 remains one of the most foundational guides for determining value. Among the key factors it ...

Business Advisory Valuation
Avoid Estimated Tax Surprises
5/20/25 3:06 PM

Avoid Estimated Tax Surprises

If you're self-employed, run a small business, or earn rental or investment income, quarterly estimated tax payments may be critical to your tax ...

Tax Planning Real Estate and Construction Business Advisory Tax Compliance
4/14/25 4:56 PM

Planning Ahead: 5 Succession Strategies and Their Tax Implications

When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next generation of leaders ...

Tax Planning Business Advisory Estate and Succession Planning
Harness the Power of QuickBooks for Your Business
3/17/25 2:32 PM

Harness the Power of QuickBooks for Your Business

Accurate financial records help business owners manage cash flow, tax obligations and strategic planning. QuickBooks® is one of the most widely used ...

Nonprofit Real Estate and Construction Business Advisory Manufacturing Accounting and Financial Operations
5 Compelling Reasons to Outsource Your Bookkeeping
12/18/24 12:44 PM

5 Compelling Reasons to Outsource Your Bookkeeping

Running a closely held business is challenging. Owners usually prioritize core business operations — such as managing employees, serving customers ...

Business Advisory Tax Compliance Accounting and Financial Operations
Reasons an LLC Might Be the Ideal Choice for Your Business
10/30/24 10:09 PM

Reasons an LLC Might Be the Ideal Choice for Your Business

Choosing the right business structure is a critical decision for any business owner. For many small and medium-sized businesses, a limited liability ...

Tax Planning Business Advisory Tax Compliance