News + Insights

Businesses have long been advised to engage in active dialogues with their customers and prospects. The problem was, historically, these interactions tended to take a long time. Maybe you sent...

In the competitive professional industry, the ability to foresee and adapt to changing circumstances is crucial for maintaining profitability. Leading indicators are proactive metrics that provide early insights into your...

Let’s say you own one or more vacant lots. The property has appreciated greatly and you’re ready to sell. Or maybe you have a parcel of appreciated land that you...

After experiencing a downturn in 2023, merger and acquisition activity in several sectors is rebounding in 2024. If you’re buying a business, you want the best results possible after taxes....

With each passing year, as networked technology becomes more and more integral to how companies do business, a simple yet grim reality comes further into focus: The cyberattacks will continue....

Earlier this week, the Associated Press reported that the DEA would reclassify marijuana as a less dangerous drug and ease some federal restrictions. While this has been accurately reported as...

If you donate valuable items to charity and you want to deduct them on your tax return, you may be required to get an appraisal. The IRS requires donors and...

Let’s say you plan to use a C corporation to operate a newly acquired business or you have an existing C corporation that needs more capital. You should know that the federal...

No matter how carefully and congenially you run your business, customer disputes will likely happen from time to time. Some of the complaints may be people looking to negotiate a discount,...

Many people dream of turning a hobby into a regular business. Perhaps you enjoy boating and would like to open a charter fishing business. Or maybe you’d like to turn...

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...

The U.S. Department of Labor (DOL) has issued a new final rule regarding the salary threshold for determining whether employees are exempt from federal overtime pay requirements. The threshold is...

Co-hosted with BGM and MBO Ventures Watch our insightful session on “Cannabis ESOPs: Why an ESOP is an Industry Game Changer.” Business owners who are considering selling their business should...

If your company operates in the business-to-business (B2B) marketplace, you’ve probably experienced some collections challenges. Every company, whether buyer or seller, is trying to manage cash flow. That means customers...

What Are Charitable Remainder Trusts? A Charitable Remainder Trust (CRT) can be an effective tool for managing the tax implications of selling a business while also benefiting a charity. A...