Blog

Jackie Kennedy | Jan. 9, 2020

4 New Law Changes That May Affect Your Retirement Plan

If you save for retirement with an IRA or other plan, you’ll be interested to know that Congress recently passed…

Tom Margarit | Dec. 27, 2019

5 Ways To Strengthen Your Business For The New Year

The end of one year and the beginning of the next is a great opportunity for reflection and planning. You…

Ashley Sparks | Nov. 20, 2019

Bridging The Gap Between Budgeting And Risk Management

At many companies, a wide gap exists between the budgeting process and risk management. Failing to consider major threats could…

Charlie Metzig | Nov. 6, 2019

Is Multicloud Computing Right For Your Business?

Cloud computing — storing data and accessing apps via the Internet — has been widely adopted by businesses across industry…

John Csargo | Sep. 17, 2019

The Succession and Retirement Planning Puzzle

Succession and retirement planning is an interesting puzzle.  Everyone needs to plan for retirement. But as a business owner, you…

Larry Davidson | Aug. 29, 2019

Real Estate Entities – GAAP or Income Tax Basis?

In reporting financial results for real estate companies, Generally Accepted Accounting Principles (GAAP) and the income tax basis of accounting…

Elizabeth Wilcox | Aug. 27, 2019

Shedding Some Light on Business Credits for Solar Energy Property

We all know that solar energy can save you money on future energy costs. But did you also know that…

Jake Kriegler | Jun. 28, 2019

Grading the Performance of Your Company’s Retirement Plan

Imagine giving your company’s retirement plan a report card. Would it earn straight A’s in preparing your participants for their…

Jackie Kennedy | Jun. 19, 2019

Tax Considerations When Selling Your Home

Spring and summer are the optimum seasons for selling a home. And interest rates are currently attractive, so buyers may…

Jake Kriegler | Apr. 10, 2019

Prevent Hackers From Wiping Out Your Employees’ 401(k) Accounts

News of commercial database hackings may seem commonplace in 2019. But while many of these stories focus on hacked bank…

Tom Margarit | Mar. 8, 2019

Using Knowledge Management to Develop Your Succession Plan

As the old saying goes, “Knowledge is power.” This certainly rings true in business, as those who best understand their…

Tom Hofstad | Feb. 27, 2019

Are Your Employees Ignoring Their 401(k)s?

For many businesses, offering employees a 401(k) plan is no longer an option — it’s a competitive necessity. But employees…