News + Insights

The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information...

A buy-sell agreement should be in place in every private company with multiple owners, including family-owned businesses. In fact, many professional advisers argue that it’s likely the single most important...

The One Big Beautiful Bill Act (OBBBA) introduced or updated numerous business-related tax provisions. The changes that are likely to have a major impact on employers and payroll management companies...

Today’s employees have a wealth of information at their fingertips and many distractions competing for their attention. Maintaining focus and productivity can be challenging. One proven lever for promoting engagement...

The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information...

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...

Pricing is among the most powerful levers for business owners to calibrate their companies’ profitability. Set prices too low and you risk leaving money on the table. Set them too...

Session #2: Preparing Once you’ve selected your path, the next step is preparing your business for transition. This session covered how to create internal alignment and get your financials, operations,...

If you’re considering guaranteeing, or are asked to guarantee, a loan to your closely held corporation, it’s important to understand the potential tax consequences. Acting as a guarantor, endorser or...

Among its numerous tax provisions, the One Big Beautiful Bill Act (OBBBA) reinstated immediate deductions for research and experimental (R&E) expenditures under Internal Revenue Code Section 174, beginning in 2025. The...

When you read the word “hygiene,” you may immediately think about the importance of washing your hands or brushing your teeth. But there’s another use of the term that every...

Staying ahead in today’s volatile economic environment requires clarity and insight into the factors shaping markets, interest rates, and business confidence. During this presentation, Russell Brownback, Managing Director and Head...

The way the federal government issues and accepts payments is about to change. Under a recent Executive Order, paper checks will be phased out for all federal disbursements beginning September...

Does your business receive large amounts of cash or cash equivalents? If so, you’re generally required to report these transactions to the IRS — and not just on your tax...

Rates Set the Price; Liquidity Sets the Terms Markets run higher ahead of the Fed. August 2025 Key Observations Shifting sentiment and increased expectations for a rate cut in September...