Insights & Updates
Empowering Your
Financial Journey
Explore a wealth of insights on navigating tax complexities, financial planning strategies, and the latest in regulatory changes, as well as news about the firm, all designed to empower your financial journey and keep you ahead of the curve.
Hiring Your Child Can Help You Save Big in Taxes
Hiring your child for your business can lead to significant tax savings by shifting income, reducing taxes, and reducing FICA and FUTA ...
Financial red flags: a guide for nonprofit board members and directors
Protect your nonprofit organization from financial crises with these expert tips for board members and directors. Discover the warning signs of ...
Understanding the SALT deduction and PTE tax elections
The SALT deduction has been a longstanding benefit for taxpayers who pay state and local taxes. However, recent limitations to the SALT ...
How Top CEOs Found Success Through Immersion
Discover how CEOs of Airbnb, Starbucks, and Uber immersed themselves in their own businesses as customers and frontline employees, gaining ...
Married and tax-savvy: evaluating your filing options
Discover the key considerations when deciding whether to file taxes jointly or separately as a married couple, including the impact of state ...
Protecting Your Personal Information in the Wake of Security Breaches
Due to the MOVEIt breach, monitor your credit and consider freezing it. Be cautious of email scams, hover over links, and verify attachments. ...
July 2023 Newsletter
We are delighted to announce that several employees have recently been promoted effective July 1, 2023. Please join us in congratulating these ...
Mistakes To Avoid When Setting Growth Goals
Discover the common mistakes made when setting growth goals and how to avoid them. Learn how to create a clear and achievable plan to take your ...
From Surviving to Thriving: The Benefits of Digital Transformation
Discover the benefits of digital transformation for businesses, including enhanced operational efficiency, real-time insights, and a competitive ...
ARMs in focus: rising interest rates and the surge of adjustable-rate mortgages
As interest rates rise, the popularity of adjustable-rate mortgages (ARMs) is also rising. Learn how ARMs work, their risks, and why you might ...
June 2023 Newsletter
We are delighted to announce that several employees have recently been promoted effective July 1, 2023. Please join us in congratulating these ...
Louisiana OMV Data Breach: How to Keep Your Finances Safe
Louisiana's OMV Data Breach: How to Keep Your Personal Information Safe - As the state works to address the massive cyberattack on its Office of ...
The Power of AI: Boosting Worker Productivity
Learn how Artificial Intelligence is transforming worker productivity and its impact on businesses and the labor market.
May 2023 Newsletter
We sincerely appreciates the opportunity to serve our clients during this tax and audit season.
The looming debt ceiling crisis
As the U.S. approaches the debt ceiling deadline, the implications of not raising it grow more severe. This article delves into the potential ...
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