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Newsletter

August 27, 2026

How Hackers get around MFA
MFA is important but it is not enough on its own. For years we’ve told people to enable Multi-Factor Authentication (MFA), and that’s still excellent advice. If someone steals your...

Newsletter

August 27, 2026

Tax mistakes new business owners make in their first profitable year
Your first profitable year in business is worth celebrating. But it can also bring expensive tax surprises, especially if you're still managing the business like you did when revenue was...

Newsletter

August 27, 2026

State tax nexus in 2026: what business owners need to know about unexpected tax obligations
If your business sells online, has remote employees, or uses third-party fulfillment, you may owe taxes in states where you've never filed a return. Learn how physical presence and economic...

Newsletter

August 4, 2026

You bought AI. Now what?
Over the past year, many organizations have invested in Artificial Intelligence. Some purchased ChatGPT Enterprise. Others deployed Microsoft Copilot. Some experimented with Claude or Gemini. Nearly everybody I’ve spoken with...

Newsletter

August 4, 2026

Why financial strategy must evolve over time
Effective financial planning isn't a one-time event, it's an ongoing process that must adapt as your life, income, and goals change over time. From building early savings to navigating tax...

Newsletter

August 4, 2026

When and why every business owner needs a business valuation
Most business owners carry a rough estimate of what their company is worth, but that mental number is not a valuation, and the gap between the two can be costly....

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