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Setting strategic goals is key to defining business objectives and highlighting the chain of actions needed to achieve them – but without a clear financial strategy, your business may not be able to afford to do what needs to be done. Financial planning and analysis is a tool your business

Major life changes are thrilling – but with the excitement of big moves comes responsibilities. In this post, we’ll cover the most common tax implications of marriage, newborns and changing tax residency. How marriage impacts your taxes As a general rule, marriage usually delivers a net positive for tax implications

Looking at a tax bill that you can’t afford and wondering what to do? In this post, we’ll lay out your smartest course of action for minimizing the damage. Step 1: File your return on time The biggest mistake you can make when you can’t pay your taxes on time

When it comes to the new third-party payment rules for 1099s, confusion reigns! Don’t worry. We’re here with an easy explanation of what’s going on and how to best handle the situation as a business owner. Disclaimer: As of April 2024, the information below is correct. Details are subject to

Nothing makes our advisory team happier than guiding a client to meet and exceed their business goals. As we like to say around here, “Your success is our success.” Along with securing our client’s financial future, these success stories also serve as a lamppost for helping other companies see the

Every business owner understands the power of setting goals. They’re a motivational tool that provides direction and they help you measure progress along the way. But did you know there’s a science to setting goals to more effectively achieve your desired result? In this post, we’ll explain why prescriptive analytics