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Explore practical advice, financial strategies, and industry insights to help your business grow smarter, operate stronger, and prepare for what’s next.
- 2026
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The Secure 2.0 Act and Form W-2
The Secure 2.0 Act allows for features in employer retirement plans to encourage their use. The changes are designed to encourage employees to contribute to 401(k) or 403(b) plans, allowing you to offer small financial incentives to employees.
Pro Tip
Driving blindfolded is scary, right? So is operating your business without a financial forecast! Taking the time to use a data driven approach to plan out your future growth trajectory is worth its weight in gold. We see the advantages of this process every day, including empowering informed decision-making, a better understanding of the needed liquidity for planned growth and a focus on using assets in the most efficient way.
Is This Your Situation: Confused About How Cost Segregation
Cost segregation is the Internal Revenue Service’s (IRS) approved method of reclassifying your commercial building from real property to personal property and, in the process, allowing assets to be depreciated on a short-term schedule, instead of the traditional long-term depreciation schedule of real property. Imagine how this could affect your manufacturing business.
A Checklist for Small Businesses
Business owners need to take care of their personal and business lives on a regular basis. It is always a good time to make sure everything is in order for taxes as well as for general business purposes. The following checklist is a guide to the items your business will need to address on an annual basis–if not more frequently.
Is an Outsourced CFO Right for You?
Outsourced chief financial officer firms provide you with an external expert to guide your company’s financial strategy, operations and planning on a part-time, contract or project basis. Leveraging this kind of external managed service can improve your company’s ability to adapt quickly and scale efficiently.
Tips for Sensible Nonprofit Budgeting
When it comes to financial planning, few things are more important to a nonprofit than the creation of the budget. It’s how the board of directors and staff plan for income and expenses. Approval of the annual budget is a fundamental step toward sound financial management. Staff is responsible for creating the initial draft of the budget, and then the full board must review and adopt it.
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