You did it. You worked hard, saved consistently, and now you're either enjoying retirement—or it's just around the corner. You’ve been told for years to put money into retirement accounts, defer taxes, and wait for the golden years. But wait… no one told you? Retirement might be your...
Spring isn’t just for closets. It’s for your business finances too. And just like you wouldn’t leave last year’s mismatched socks sitting in your drawer, you shouldn’t let old subscriptions, bloated expenses, or outdated processes keep piling up in your books. Because here’s the truth: Small financial leaks turn...
Tax planning is a crucial aspect of financial management, yet it often remains underutilized by many taxpayers. One area that frequently causes confusion and potential financial strain is the management of estimated tax payments and the associated penalties for underpayment. Understanding the intricacies of estimated...
The Internal Revenue Service (IRS) has released its annual "Dirty Dozen" list of tax scams for 2025, cautioning taxpayers, businesses, and tax professionals to remain vigilant against prevalent schemes that endanger their tax and financial data. These fraudulent tactics, which range from phishing email schemes...
Cybersecurity is no longer just an IT issue—it's a business imperative. North American SMBs are grappling with a surge of cyberattacks, and the stakes have never been higher. According to a recent press release from Okta, many small and medium businesses are facing significant challenges...
Here is what the firm has been up to since our last newsletter. Promotions / New Hires: On May 19, we welcomed Meg Helgesen and Yaritza Ventura as summer interns! Congratulations to Andrew Olson, who just received his Enrolled Agent’s certification! Conferences / Seminars / Events: On May 14-15, we...
Lindsey Beane joined Blackman & Sloop in May 2024 as a Client Accounting and Advisory Services Associate. She was drawn to the firm for its strong customer service values and support for employee growth. The core value that resonates most with Lindsey is Exceed Client Expectations....
