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Financial Planning Tips for Closely Held Entities
Closely held businesses—often owned by a small group of individuals or family members—face a unique set of financial planning challenges....
Aug 13


The OBBBA Reshapes Family Finances
The One Big Beautiful Bill Act (OBBBA), signed into law in July 2025, introduced a range of tax policy changes that may impact parents in...
Aug 6


How AI Is Transforming Due Diligence
Due diligence is one of the most critical—and time-consuming—phases of a merger or acquisition. Traditionally, this process has involved...
Jul 31


Choosing the Right Accounting Tools for Your Company
The right accounting tools can make or break a business’s financial efficiency and long-term success. As your company grows, managing...
Jul 22


IRS Urged to Cut Identity Theft Case Times
The Internal Revenue Service (IRS) is facing increased scrutiny over prolonged delays in resolving identity theft cases, with current...
Jul 17


Trump Seals the Deal on Big Beautiful Bill
On July 4, President Donald Trump signed into law a $3.4 trillion tax and spending bill, marking a major legislative achievement for his...
Jul 11
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