Here is what the firm has been up to since our last newsletter. Conferences / Seminars / Events: We wrapped up a busy Spring Recruiting season with two trips…
In the Firm – March 2024
Here is what the firm has been up to since our last newsletter. New Hires: Trent Herndon joined on February 7th as a Business Advisory Senior Associate Noah Tessau…
Healthcare Considerations for Boomers in Retirement
Baby Boomers – the largest generation in America by the numbers – are approaching their golden years. This means that many are beginning to look ahead to a healthy and…
Navigating the Tax Implications of Remote Work for SMBs: A Comprehensive Guide
In the wake of the pandemic, remote work has become the new norm for many American workers. As businesses across a wide range of industries have shifted to a remote…
The Importance of Separating Personal and Business Finances
One fundamental financial practice that often gets overlooked, yet holds immense importance, is the separation of personal and business finances. By maintaining distinct bank accounts and credit cards for business…
Mastering QuickBooks: 5 Essential Tips for Small Business Owners
Whether you just started using QuickBooks to manage your small business in 2024 or you have been muddling along for years with unanswered questions, diving into financial software can feel…
What to Know About the Art Donation Deduction
If you would like to donate artwork to an eligible charitable organization, you might be able to take a deduction on your tax return. However, the rules are complex. There…
U.S. Beneficial Ownership Information Reporting Begins
The U.S. Treasury recently enacted a new reporting requirement aimed at quashing illicit financial transactions. The agency believes that corporate anonymity is enabling money laundering, terrorism and drug trafficking. As…