In The News
Unlocking Pennsylvania’s Economic Potential: How New Grant Programs Can Transform Your Business and Community
A New Era of Opportunity in Pennsylvania In the dynamic world of economic development, staying ahead means tapping into new opportunities as soon as they arise. One of the most…
Estate Tax Shakeup: Unpacking the Connelly Decision for Closely Held Corporations
The recent Supreme Court decision in Connelly v. IRS has profound implications for estate planning strategies, particularly for closely held corporation owners. This landmark decision clarifies how the valuation of…
Creating a Lasting Legacy for Your Small Business
Creating a lasting legacy is about building a successful business and helping it thrive beyond the tenure of its founders. A business legacy encompasses the impacts, values, and contributions that…
Agency News
Email Phishing Scam
Reminder: “Financial Statement – Nov2020” has been shared with you. If you receive an email with this subject. Do not open! According to Symantec Internet Security, “65% of cyber attackers…
Business Startup Foundations
As a startup business owner, you work your plan and check off your mandatory tasks. Market research – check. Business plan – check. Brick & mortar or online – check.…
15 COMMONLY MISSED TAX DEDUCTIONS
Here are some tax deductions you may not be taking advantage of: Business interest on vehicles Business interest on credit cards Business bank fees Business use of internet access fees…
News & Blog
Beneficial Ownership Reporting Update: What You Need to Know
As of December 3, 2024, enforcement of the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act (CTA) has been put on hold. A federal court issued a…
Securing Your Legacy: Navigating the 2025 Estate Tax Changes
Are you interested in preserving your wealth for future generations? If so, it’s essential to understand the upcoming changes in estate tax laws. As we approach 2025, significant changes in…
Why Your Business Needs a Financial Forecast
Imagine having a crystal ball for your business—that’s what a financial forecast offers. It’s your compass in the ever-changing economic landscape, giving you the power to confidently steer your company’s…
Guest Blog
ARE YOU READY FOR YOUR FUTURE?
Well, it’s that time again. 2019 will crash into 2020 right on schedule, and the Future Predictors will revel in their time in the spotlight. We’re not going to predict…
Getting Your Company Ready to Export
The Complexity of Exporting with Risks and Rewards Are you receiving inquiries from international customers interested in buying your product or service? Or maybe you’re hoping to diversify your revenue…
Was your 2018 budget reasonable?
Estimates vs. actuals As the year winds down, business owners can be thankful for the gift of perspective (among other things, we hope). Assuming you created a budget for the…
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