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What a Formal Business Valuation Tells You Before a Sale
Most owners have a number in mind for what their business is worth. Often it comes from a conversation at an industry event, a multiple a friend got, ...
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In-House vs Outsourced Accounting: Which Fits?
Most closely held businesses build their accounting function by accident. A bookkeeper gets hired when the owner can no longer keep up, a controller ...
Buying a Business? Check These Numbers Before You Sign
Whether you’re launching a new venture or expanding an existing one, it’s often easier to buy an established business than to build market share from ...
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, ...
When Your Wealth Is Your Business: Estate Planning That Keeps Up
For owners of closely held businesses, estate planning is rarely just about transferring wealth. When most of an individual's net worth is tied to ...
Step-Up in Basis: A Powerful Estate Planning Tool
Inheriting assets from a loved one can come with a significant, but often misunderstood, tax benefit known as the step-up in basis. This provision ...
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 ...
How a 529 Plan Can Unlock Your Child's Education Fund
If you have a child or grandchild planning to attend college, you've likely heard about 529 plans: qualified tuition programs designed to help prepay ...
5 Common Mistakes in Estate Planning and How to Avoid Them
Putting together an estate plan is one of the most significant actions you can take for yourself and your loved ones. It’s also one of the most ...