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Exceeding Expectations. Always. — Business Advisors and CPAs

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Why Plan Sponsors Should Read Their Service Providers SOC Reports

Many plan sponsors file their service providers’ SOC reports away and only dust them off when an auditor asks for it; however, these reports can help plan sponsors fulfill their fiduciary duty to make informed decisions and act in the best interests of plan participants.
Posted: October 15th, 2019 | Permalink

Is It Time to Reconsider The Decision to Buy or Lease Equipment?

Whether it’s best to use lease financing or purchase equipment outright depends on multiple factors. Learn how new equipment today can potentially have an impact on business value in the future.
Posted: October 10th, 2019 | Permalink

Top 10 Property Tax Myths

Businesses that fail to take a proactive approach in managing their property tax obligations may be missing an opportunity to reduce their tax liability. Learn 10 common property tax myths, and the truths that counter them.
Posted: October 8th, 2019 | Permalink

One Year Later, Effects of Wayfair Still Unraveling

The impact of the U.S. Supreme Court’s decision in South Dakota v. Wayfair, now over a year since it was handed down, continues to reverberate throughout the business world. As the year wears on, it’s clear the decision carries implications for industries beyond retail and, indeed, for the very basic functions of any business with multi-state operations.
Posted: September 3rd, 2019 | Permalink

Prep Before the Rush: Restaurant M&A Heats Up

Although this update focuses on restaurant acquisitions it includes great insights for any industry.
Posted: August 27th, 2019 | Permalink