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Thought Leadership
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SECURE Act 2.0 Expanded Access to Retirement Funds
The SECURE Act 2.0 has brought about many significant changes to the retirement plan landscape in recent months. Several of these changes affected the 2023 tax year, with more set to become effective January 1, 2024. Amongst the 2024 changes are several provisions...
Top Areas of Tax Exposure and Audit Risk for Manufacturers
When operating a manufacturing business, there are several taxes at the federal, state, and local level that must be considered. Depending upon “what” you’re selling and “where” you’re selling, some manufacturers may be subject to a wider variety of taxes whereas...
How Manufacturers Can Plan for Recessions and Downturns in the Economy
Our firm works with various manufacturers but, no matter what industry you’re in, there are common issues that most will navigate when certain economic facts and circumstances present themselves. Whether it be a recession, a loss of a key supplier/customer, or a...
Small Business 401(k) Tax Credits – Secure Act 2.0 Changes
The SECURE Act 2.0 was passed into law on December 29, 2022 as part of the Consolidated Appropriations Act. The SECURE Act 2.0 contains many tax changes affecting business and individual taxpayers. This article will provide updates concerning the changes made to the...
How Retailers Can Effectively Manage Excess Inventory
For retailers, excess inventory can be a significant challenge. Whether it's due to seasonal fluctuations, changing consumer preferences, or unexpected market conditions, having surplus stock can tie up valuable resources such as storage and cash, and can hinder...
Data Quality for Nonprofits
Data quality is a critical factor for organizations of all sizes, and nonprofits are no exception. Poor data quality can lead to inaccurate business decisions, missed opportunities and even financial losses. Further, poor data quality can impact contributions...
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