Exceeding Expectations. Always. — Business Advisors and CPAs


4 Trends Shaping Industry 4.0 in 2019

Here are the top trends we predict will shape Industry 4.0 in the year ahead.
Posted: March 5th, 2019 | Permalink

Plan Sponsors: Trends to Watch in 2019

Last year brought many challenges to the employee benefits world. As plan sponsors outline their strategies and approaches for the new year, they need to be mindful of how these and other developing trends will affect the employee benefits landscape in 2019.
Posted: February 26th, 2019 | Permalink

Eight Key Tax Planning Opportunities for 2019

Strategic tax planning now is key to lowering businesses’ total tax liability. Read on for eight top planning opportunities and considerations businesses should review as part of their 2019 strategy.
Posted: February 19th, 2019 | Permalink

Steering your nonprofit through its growth stage

Growth-stage nonprofits are generally in a more comfortable financial position than at their inception. But even if you’ve cultivated funding sources, you must find ways to maintain growth and address other growing pains issues.
Posted: August 31st, 2018 | Permalink

The TCJA prohibits undoing 2018 Roth IRA conversions, but 2017 conversions are still eligible

Converting a traditional IRA to a Roth IRA can provide tax-free growth and tax-free withdrawals in retirement. But conversions are subject to income tax.
Posted: August 28th, 2018 | Permalink