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

Many Tax Limits Affecting Businesses Have Increased for 2023

March 2, 2023

An array of tax-related limits that affect businesses are indexed annually, and due to high inflation, many have increased more than usual for 2023. Here are some that may be…

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It Is Not Too Late to Build Your 2023 Business Plan

February 26, 2023

By George Baker, Partner and Executive Coach, Fortune Management Your business needs vision and focus to drive it to its goals. Did you create a vision and goals for 2023? Vision…

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How the New SECURE 2.0 Law May Affect Your Business

February 23, 2023

If your small business has a retirement plan, and even if it doesn’t, you may see changes and benefits from a new law. The Setting Every Community Up for Retirement…

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Protect Your Practice from the Many Forms of Fraud

February 22, 2023

In its Occupational Fraud 2022: A Report to the Nations, the Association of Certified Fraud Examiners estimated that the average organization loses 5% of its annual revenue to fraud. Physician…

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Tips to Help Prevent Accounting and Tax Errors

February 21, 2023

Although failing to file a Form 990 with the IRS when required to do so is probably a more serious mistake, filing it with data errors isn’t recommended. Similarly, your not-for-profit…

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The Case for a Digital Construction Enterprise

February 20, 2023

The construction industry has always been all about mobility. Yet many contractors continue to hold on to paper processes that keep employees — and project information — unnecessarily tethered to…

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