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

5 Steps for Surviving Tough Financial Times

June 12, 2021

The COVID-19 pandemic has greatly disrupted the overall economy, with unprecedented state government expenses, historic job losses, shuttering of businesses and volatile stock markets. The…

Nisivoccia Virtual CMFO Roundtable Recording

November 12, 2020

Our Partner, Bud Jones, hosted a Virtual CMFO Roundtable on Monday, November 9, 2020.  Jon Rheinhardt of Borough of Wharton, Chuck Cuccia of Township of Little…

Buy-Sell Agreements Help Business Owners Prepare for the Unexpected

November 4, 2020

When a business is owned by more than one person, it’s generally advisable for the owners to enter into a contractual agreement that prescribes what…

The CARES Act Provides Some Retirement Plan Flexibility

September 30, 2020

If you’re like many Americans, you plan carefully to save enough money for a comfortable retirement. But events outside of your control can affect your…

Tax Planning for Investments Gets More Complicated

September 25, 2018

For investors, fall is a good time to review year-to-date gains and losses. Not only can it help you assess your financial health, but it…

Professional Services and the New Pass-Through Deduction: Does Your Firm Qualify?

July 9, 2018

The recently enacted Tax Cuts and Jobs Act (TCJA) added Section 199A to the tax code, providing a new 20% deduction for owners of “pass-through…