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In today’s hyper-partisan climate, it is easy to assume that Democrats and Republicans are fundamentally divided on all aspects of economic policy. However, this assumption does not hold when examined...

Picture these two tax return scenarios: Scenario 1: As you prepare your return on April 14th, the lamp in the corner feels like it is 150 degrees (even though it...

Many successful grandparents find great joy in helping their grandchildren succeed and grow into confident young adults. Graduation is one of those proud milestones—whether from high school, college, or grad...

Stock options are one of the most enticing aspects of joining a startup because they let employees share in the upside they help create. However, their value, structure, and risk...

This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for...

In this webinar, Cory Parnell, Principal at BGM, Coefficient Advisors Managing Partner and Business Growth Strategy, Leary Gates, and Sales Strategy, John Moroney, discussed how to combat a business’s growth...

The Tax Cuts and Jobs Act (TCJA) significantly limited the types of theft losses that are deductible on federal income taxes. But a recent “advice memo” (CCA 202511015) from the IRS’s...

Many business owners take an informal approach to controlling costs, tackling the issue only when it becomes an obvious problem. A better way to handle it is through proactive, systematic...

Key Takeaway: Financial success often comes at a cost that doesn’t show up on a spreadsheet—missed moments, strained relationships, and personal well-being left behind in the pursuit of “enough.” It’s...

Today’s companies have several kinds of tax-advantaged accounts or arrangements they can sponsor to help employees pay eligible medical expenses. One of them is a Health Reimbursement Arrangement (HRA). Under an...