Advisory

Location, Location, Location
Advisory

Does Location Matter Anymore?

” Location, location, location ” has long been the mantra of the real estate, and by extension, construction industries, but remote work, online shopping, and the decline in business travel are forcing owners and investors to reconsider.

Supply Chain Management
Advisory

Three Key Supply Chain Management Questions

The pandemic exposed the fissures in global supply chain management with recent disruptions proving costly, complex and chronic. Manufacturers will likely continue to face headwinds in 2022, but there are options to minimize the impact with a little clarity, discipline and direction.

Abandoned 401k
Advisory

The Great Resignation and Abandoned 401k Accounts

Abandoned 401k accounts aren’t just a potential issue for employees – they can lead to penalties and administrative challenges for employers too. How can plan sponsors limit the burden and risk?

Data Privacy
Advisory

Data Privacy in 2022: What You Need To Know

Most people are unaware of how their personal data is being collected, used, or shared in our increasingly digital society. As a business, it’s more important than ever to have a data privacy strategy to protect customers and employees and remain compliant with applicable regulations.

Inflation
Advisory

Inflation Is Here – What Now?

Many economists, business leaders and investors agree that some of the inflationary pressures being felt are temporary and normal for a recovering economy. Nevertheless, a proactive approach is advisable.

Technology Industry Predictions for 2022
Advisory

2022 Technology Industry Predictions

While the pandemic underscored the importance of tech, it has created new risks and priorities. Here are seven 2022 technology industry predictions to help you prepare for the year ahead. 

Selling Your Business
Advisory

Guide To Selling Your Business

Whether you have been thinking about selling your business only recently, or that was your goal all along, it’s never too early to prepare for a sale.

Year-End Tax Planning Businesses
Advisory

Year-End Tax Planning: Businesses

Despite the delays and uncertainty around exactly what tax changes final legislation will contain, there are actions that businesses can consider taking to minimize their tax liabilities, which are highlighted in this guide.

Year-End Tax Planning Individuals
Advisory

Year-End Tax Planning: Individuals

It’s time for year-end tax planning – individuals should review 2021 and 2022 tax situations and identify opportunities for reducing, deferring, or accelerating tax obligations.

Core Deposit Intangible
Advisory

Core of the Core Deposit Intangible (CDI)

The Core Deposit Intangible (CDI) and the financial reporting requirements related to ASC 805 – Business Combinations have come back into focus as bank-related mergers continue to accelerate.

Chip Shortage
Advisory

Breaking Down the Chip Shortage

Impacts of the chip shortage will ripple through global supply chains for years to come. This interview addresses some key steps to help preserve business continuity.

Business Document Checklist
Advisory

Business Document Checklist

We’ve put together a business document checklist of records to compile that you can access easily in the event you undergo an IRS audit. It is also a handy resource to have when meeting with advisors.

Advisory

Biden Administration Priorities to Watch

With the first 100 days in the rearview mirror, Biden Administration priorities are shifting to the future. Business leaders should prepare for swift movement in ESG, innovation, infrastructure, tax policy, and other areas of focus.

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