7 Year-End Planning Considerations for Small Businesses

Contact Us As a small business owner, wrapping up the year involves more than just closing the books. It’s an important time for reflection, planning and strategic adjustments. This checklist offers 7 key items that may help ensure your business is better prepared for the upcoming year. 1.) Financial Review and Reporting: Conduct a thorough […]

IRS Unveils Adjusted Tax Brackets and Retirement Limits for 2024

Contact Us The Internal Revenue Service has recently updated the tax brackets, standard deductions, and limits on retirement contributions for the 2024 tax year. It’s recommended to consider these changes early, even though these taxes aren’t due for some time. A total of over 60 provisions have been modified but highlighted here just a few […]

Wellness at Work: Nurturing Health, Booting Productivity, and Strengthening Organizational Bonds

Contact Us In the modern workforce, an organization’s most valuable asset may be its people. As global markets continue to evolve and industries transform, the health and well-being of employees have emerged as a paramount concern, transcending mere productivity metrics.1 Recognizing the intricated interplay between employee health, satisfaction, and overall performance, many forward-thinking companies are […]

5 Retirement Strategies for Business Owners

Contact Us Small business owners are an essential component of America’s economy. In the United States, 99.7% of all firms are comprised of small businesses with 500 or fewer employees.* However, small business owners often spend an exorbitant amount of time and energy building their companies— which can make focusing on their personal financial future […]