Thought leadership.

Our insights on topics affecting the industries we serve.

Thought Leadership

Your go-to source for relevant industry insight from experienced professionals.

Don’t Fall Victim to an IRS Scam!

Don’t Fall Victim to an IRS Scam!

While many types of scams occur throughout the year, we generally see a spike in IRS scams during the primary filing season of January through April.  IRS scams typically occur when an impostor pretending to work for the IRS contacts an individual by phone, e-mail, or...

Business Start-Up Resource Guide

Business Start-Up Resource Guide

Are you ready to embark on the exciting journey of starting your own business? Before diving into the process of setting up a legal entity, obtaining business licenses, signing leases, and securing loans, it's crucial to conduct a thorough self-assessment. Consider...

Beyond Numbers:  Empowering Your Business Journey in the New Year

Beyond Numbers: Empowering Your Business Journey in the New Year

Introduction As the dawn of a new year unfolds, small business owners find themselves at a pivotal juncture — a moment to reflect on past achievements, learn from challenges, and strategically chart the course for success in the coming months. In this dynamic business...

What Retirement Plan Sponsors Need to Know About Cybersecurity

What Retirement Plan Sponsors Need to Know About Cybersecurity

The retirement plan industry holds over $37 trillion in total participant retirement accounts. Yet, the industry as a whole lacks a comprehensive system of cybersecurity laws and regulations to protect those assets. The Department of Labor (DOL) has issued guidance...