Latest News

Latest News

28 Dec Look forward to next year by revisiting your business plan

Posted at 17:42h in Latest News by admin 0 Comments

Businesses of all stripes are about to embark upon a new calendar year. Whether you’ve done a lot of strategic planning or just a little, a good way to double-check your objectives and expectations is to revisit your business plan.
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14 Dec Timing is everything when it comes to accounting software upgrades

Posted at 14:47h in Latest News by admin 0 Comments

“Well, it still works, and everyone knows how to use it, but….” Do these words sound familiar? Many businesses stick with their accounting software far too long for these very reasons. What’s important to find out and consider is everything that comes after the word “but.”
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13 Dec Selling stock by year-end? Watch out for the wash sale rule

Posted at 14:46h in Latest News by admin 0 Comments

If you’re thinking about selling stock shares at a loss to offset gains that you’ve realized during 2022, it’s important to watch out for the “wash sale” rule.
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07 Dec Does your family business’s succession plan include estate planning strategies?

Posted at 18:57h in Latest News by admin 0 Comments

Family-owned businesses face distinctive challenges when it comes to succession planning. For example, it’s important to address the distinction between ownership succession and management succession.
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06 Dec Answers to your questions about taking withdrawals from IRAs

Posted at 18:54h in Latest News by admin 0 Comments

As you may know, you can’t keep funds in your traditional IRA indefinitely. You have to start taking withdrawals from a traditional IRA (including a SIMPLE IRA or SEP IRA) when you reach age 72.
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30 Nov Take a look at stock options as a recruitment tool

Posted at 19:25h in Latest News by admin 0 Comments

According to the U.S. Bureau of Labor Statistics, the U.S. unemployment rate rose slightly to 3.7% in October. Seeing as how that’s still a relatively low number, your business may be struggling to fill its open positions.
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