Insights & Updates
Latest News and Expert Insights
R&D Tax Credits That Strengthen Your Bottom Line
At its core, the federal R&D tax credit, enacted in 1981 to stimulate innovation and business investment, provides dollar-for-dollar savings tied to qualified research activities. It is now complemented by similar tax credits in many states and, together, federal and
Proven Ways to Protect Your Business Legacy
Creating an estate plan tailored to your business ensures continuity and financial security for everyone involved. Whether you want your family to continue building your legacy, your partners to buy your shares or your heirs to sell at a fair
Life Insurance for Parents: A Practical Overview
Although it is not common, there are situations where adults might find it beneficial to take out a life insurance policy on their parents. When the insured parent passes away, the person who owns the policy receives a death benefit
Drive Efficiency and Grow Your Bottom Line
Have you encountered roadblocks as you seek to make your company more efficient? Let’s look at some strategies that may bring better focus. Communicate early and measure success Change is always easier if you communicate to your employees that you
Proven Ways Upskilling Builds a Nimble Workforce
The job market is at a crossroads. Many companies are facing the challenges of talent shortages along with the disruptive effects of artificial intelligence. At the same time, employees are seeking ways to develop professionally in their careers. Cross-training and
New Dirty Dozen Scams That Threaten Your Refund
The IRS has released its annual “Dirty Dozen” list of tax scams to educate taxpayers about tax and finance fraud — especially identity theft schemes. The outreach effort reminds taxpayers, businesses and tax professionals to watch out for scams, knowing