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Keeping our clients updated with the latest regulatory changes and tips for continued success.

The Marketing Playbook Every Practice Needs

August 18, 2026

In today’s dental world, marketing is one of the engines that fuels growth and patient loyalty. The most successful practices treat marketing as a seamless…

Tax Essentials for Sole Proprietors

August 17, 2026

Many small businesses start out as sole proprietorships. This structure is simple and inexpensive to establish and maintain. It gives the owner direct access to…

It’s Time to Start Preparing Your Nonprofit’s Annual Report

August 12, 2026

Waiting until year end to plan your not-for-profit’s annual report can lead to rushed content and overlooked accomplishments. By gathering personal impact stories and financial…

Exit Planning for Contractors: Consider the QSB Stock Exclusion

August 11, 2026

Every construction project needs a plan for completing the work on time and within budget. Similarly, every contractor needs an exit plan for eventually leaving…

Could the New Markets Tax Credit Benefit Your Business?

August 10, 2026

Businesses in economically distressed communities often have difficulty obtaining capital for expansion, equipment, facilities and other investments. The New Markets Tax Credit (NMTC) encourages private…

Build a More Efficient Nonprofit Finance Function

August 5, 2026

How are your nonprofit’s accounting processes running these days? Even well-managed organizations can benefit from periodically reviewing how financial tasks are performed. Whether you’re planning…