Blog

Stephanie Stoup | Apr. 21, 2025
Understanding Umbrella Insurance – What is it? And should I get it?
While umbrella insurance might sound like something you would need when it’s raining heavily or when you’re dealing with a…
Ashley Klemann | Apr. 7, 2025
How to Protect Your Portfolio During Market Volatility
As the markets start 2025 on a volatile note, many investors are wondering how to protect their portfolios. The answer…
Ashley Sparks | Mar. 31, 2025
Manufacturers: Do You Know the Telltale Signs of Vendor Fraud?
Vendor fraud can be a significant risk in the manufacturing sector, where companies rely on numerous third-party suppliers for raw…
Ali Hansen | Mar. 31, 2025
Ratio Rundown: Use Financial Benchmarking to Unlock Profitability, Efficiency and Growth
Financial statements tell a powerful story about your business. However, they can seem like an overwhelming collection of figures without…
Chris Wittich | Mar. 26, 2025
M&A Insights for Business Owners: A Conversation with Dan Callewaert
In this episode of Traction with the Tiger, Chris Wittich sits down with Dan Callewaert, one of the newest managers…
Sam Johnson | Mar. 24, 2025
Make Your Dreams Possible with a HELOC
For many homeowners, the house isn’t just a place to live—when used effectively, it can also be a powerful financial…
Chris Wittich | Mar. 24, 2025
Income Tax & ERC Interplay Guidance from the IRS
The IRS released 3 new FAQ on March 20th 2025 that address some of the problems that arise with income…
Chris Wittich | Mar. 21, 2025
Boyum Barenscheer 2025 Tax Guide
Discover the 2024-2025 Tax Guide with expert advice, key updates, and helpful tools to ensure a smooth and informed tax…
Dan Callewaert | Mar. 19, 2025
Impact of Due Diligence in Business Purchase
When buying a business, the purpose of due diligence is to make sure you fully understand the company before making…
Dan Callewaert | Mar. 19, 2025
Due Diligence – Quality of Earnings or Audit?
Audit (and review) reports (collectively, “attestation engagements or reports”) serve a purpose different than QoE/due diligence. Items that are correct…
Chris Wittich | Mar. 13, 2025
Proactive Estate & Tax Planning: A Conversation with Matthew Koch
In part two of our Death and Taxes series, we shift the focus to the living: what steps can you…
Ashley Sparks | Mar. 12, 2025
Nonprofit Board Members: Watch for Financial Warning Signs
In addition to widespread federal funding cuts, many not-for-profit leaders are concerned about a possible economic downturn. If you’re a…
Stephanie Stoup | Mar. 10, 2025
Managing Student Loans: How Tax Planning Can Help You Save
Managing student loans while navigating the complexities of tax planning can feel overwhelming. As tax season quickly approaches, it’s essential…
Chris Wittich | Mar. 10, 2025
Beneficial Ownership Information | March Update
The Treasury Department is announcing today that, with respect to the Corporate Transparency Act, not only will it not enforce…
Becky Gibbs | Mar. 10, 2025
FAQs About Reporting Subsequent Events
Subsequent events are in the spotlight these days. The audit guidance hasn’t kept pace with changes in financial reporting frameworks,…

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