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May 8, 2025

When saying “no” to an inheritance might make sense
Most people spend time planning how to leave an inheritance—but far fewer consider when it might be smarter to decline one. In some cases, accepting assets can create unintended tax...

Newsletter

May 8, 2025

Avoid tax surprises: set up proper withholding now
Think your tax refund is just "extra money"? It might actually be a sign that your withholding is off, and that the IRS has been holding your money all year....

Newsletter

April 14, 2025

The Hidden Costs of Reactive IT: Why a proactive approach is worth the Investment
Think about the last time an unplanned IT problem disrupted your business operations. Maybe it was a cyberattack, a server crash, or a slow network that affected the daily workings...

Newsletter

April 14, 2025

IRS priorities may be shifting under new administration
IRS enforcement priorities are shifting, and the ripple effects could impact everything from high-income audits to payroll tax compliance. With workforce changes, funding rollbacks, and new leadership shaping the agency’s...

Newsletter

April 14, 2025

What you need to know before applying for an SBA loan
Thinking about applying for an SBA loan to start or buy a business? Understanding your options—and what lenders really look for—can make or break your application. This guide walks you...

Newsletter

March 18, 2025

A Deep Dive into the Six Elements of Cyber Resilience
The reality of facing a cyberattack is not a matter of if but when . The threat landscape has grown increasingly complex, and while traditional cybersecurity focuses on prevention, it...

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