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Recent Articles

Exit Planning: Good Intentions, Empty Promises
As a business owner, your employees put added stock into the things you say, how you say them, and when you say them. This is

EBSA Removes ESOPs from Its National Enforcement Project List: What ESOP Companies Should Know
At a Glance The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) has formally ended its National Enforcement Project targeting Employee Stock Ownership Plans

NCUA Releases 2026 Supervisory Priorities: Key Takeaways for Credit Union Leaders
At a Glance The NCUA’s 2026 Supervisory Priorities reaffirm the agency’s commitment to risk-based supervision while highlighting key areas of examination focus for the year

QPVLI Compliance Guide: Reporting Vehicle Loan Interest Under the OBBBA
At a Glance The new Qualified Passenger Vehicle Loan Interest (QPVLI) deduction creates meaningful tax benefits for individual borrowers, but it also introduces significant reporting

Getting Married? A Simple Tax Guide for Your First Year Filing Together
At a Glance Marriage brings meaningful personal change, but it also creates a new financial landscape—especially at tax time. Once you are married, the IRS

What Business Owners Should Understand About Fraud Risk
At a Glance Fraud risk is rising as businesses adopt new systems, expand digital payments, outsource functions, and operate with remote or hybrid workforces. While

The Infrastructure Bill: Newly Proposed Provisions
The Infrastructure Investment and Jobs Act (Infrastructure Bill) is part of the larger efforts contained in the Build America Back Better Act (BABBA), the legislation

Optimizing Bookkeeping Practices To Benefit Your Dealership
The final quarter of the year signals a few things for auto dealership owners, management, and their accounting departments. Unfortunately, for many reasons, the summer

Why Your Nonprofit Needs a Gift Acceptance Policy
It’s hard to imagine a world without nonprofit organizations to help those in need, which is why, when they’re able, so many individuals and businesses

Why Compensation Planning Matters for Professional Services Firms
All employers need a compensation plan that sets compensation policies, guidelines, and incentives that ensure equity, competitiveness, and legal compliance. But, in the professional services

Manufacturing M&A: 2021 May Be the Right Time for Manufacturing Company Owners to Sell
In 2020, manufacturing merger and acquisition activity fluctuated like a transverse wave, alternating from crest to trough with each passing quarter. Fear that COVID-19 would