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- 2026
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Estate Planning for Family Business Owners
It may seem unusual to consider estate planning as part of business strategy, yet a well-designed plan can significantly impact tax outcomes and long-term legacy. Click through to learn how to thoughtfully address key issues from the outset.
Pro Tip: Performance Based Compensation
Performance based compensation structures for management teams can be highly effective at improving financial performance for companies. Owners have the tendency to try and base these on corporate profits, because they think it protects them from paying bonuses they don’t benefit from. What really makes bonuses matter though, is that they are based on readily available and reliable data, and that the recipients feel like they can control the outcomes based on their own skills and efforts. Structures like this empower teams to align on corporate objectives. Ambiguous structures do the opposite.
Middle Managers: Truly Necessary?
To create workplaces that are more agile and efficient, companies are “flattening” or streamlining their organizational structure by eliminating the middle manager role. Click through to see what impact this trend is having on reshaping corporate America.
Understanding the Federal R&D Tax Credit
The federal research and development tax credit offers dollar-for-dollar tax savings to businesses that invest in developing, improving or refining products, processes, formulas or software. Recently, the credit has gained new importance. Click through for a practical look at who qualifies and how much the credit may be worth.
Scam Alert: How To Spot Phishing, Smishing and Spoofing
Cybercriminals are constantly inventing new ways to trick us, but by understanding the basics and staying cautious, we can reduce our risk. Click through for tips on protecting yourself from today’s most common scams.
Securing the Legacy of Your Small Business
Owning a small business adds complexity to estate planning. Deciding who will inherit your company — and what they’ll do with it — requires more than a standard will. Click through to learn how an estate plan can safeguard your business, protect your family and ensure your wishes are carried out.
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