In response to a surge in questionable claims, IRS Commissioner Danny Werfel recently issued a directive to halt the immediate processing of new applications for a pandemic-related small business tax benefit. The employee retention credit (ERC), which was designed to...
Newsletter Article
Navigating Job Transitions: A Guide on What to Do with Your 401(k)
It is not uncommon to face career transitions at some during your time in the workforce. Whether you’re seizing new opportunities or facing unexpected challenges like a layoff, addressing the financial aspects, particularly your 401(k) plan, is essential to moving...
These Four Strategies Are Helping Small Businesses Rise Above High Inflation
Inflation typically tightens profit margins and threatens the long-term viability of small businesses. Despite this challenge, they are proving to be resourceful in navigating the unpredictable economic landscape by adopting innovative approaches. This article...
The Small Business Benefits of Charitable Giving Go Beyond Tax Deductions
Charitable giving is a powerful way for small businesses to give back and help make a meaningful difference in communities. While the potential for tax deductions often serves as a compelling incentive for businesses to engage in philanthropy, this article discusses...
Exploring the Unexpected Benefits of Health Savings Accounts Beyond Healthcare
Health Savings Accounts (HSAs) are valuable tools for managing healthcare costs, but their advantages extend beyond the territory of medical expenses. In this article we’ll go over the lesser-known benefits and opportunities that HSAs can provide beyond qualified...
Which Business Structure is the Right Choice for Your Small Business?
Selecting the right business structure is an important step that will determine legal, financial, and operational aspects of your small business. This decision, though weighty, doesn’t have to be a permanent one. As your company grows and evolves, you might shift to a...
How to Build Healthy Financial Habits so Your Money Lasts a Lifetime
The path to financial security and stability can be challenging. The key to achieving long-term financial success lies in building healthy financial habits that not only sustain your current lifestyle but also ensure a comfortable retirement and a legacy for future...