Latest Insights

January 25, 2021
Article
The changes in the White House and the U.S. Senate may bring tax proposals that could affect clients looking to transition wealth and business interests down to the next, or lower, generation. Now may be the time to “run the numbers” on your plans.
January 22, 2021
Article
HHS recently opened a registration page for provider relief fund reporting, but the portal itself is currently delayed. Here’s what we know.
January 22, 2021
Article
Phishing scams continue to be a common cyberattack, and they also continue to evolve and become more sophisticated. We breakdown how a successful one can impact your organization and what you can do to help prevent them.
January 20, 2021
Article
President Joe Biden takes office with an ambitious proposal for new pandemic relief legislation. What is he proposing, and what is required to pass?
January 20, 2021
Article
Here the details about the updated Paycheck Protection Program (PPP) and how it affects first-time and second-time borrowers, as well as those who received a loan in the first round.
January 18, 2021
Article
The best time to start succession planning is the day you open your business. Otherwise, the second-best time is right now. Here’s how you can get started or keep moving.
January 18, 2021
Article
You’ve probably heard of Employee Stock Ownership Plans (ESOP), but how do you determine whether it’s the right choice for your business? We break it down here.
January 15, 2021
Article
501(c)(6) organizations are now eligible to apply for PPP loans. Here’s what you need to know if you are considering applying for a PPP loan.
January 13, 2021
Article
How much can a data breach cost your organization? The answer is a lot. From ransomware payments to lawsuits and even patient deaths, a cyberattack can cause a tremendous amount of harm.
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