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Estate Planning Guide
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Estate Planning Guide

Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.

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Microsoft Copilot Explained
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Microsoft 365 Series: Copilot Explained - Your New AI Assistant

For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.

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"I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it."
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Employee Stock Ownership Plan Benefits & Best Practices

Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.

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Red Flags & Deal Accelerators in Financial Due Diligence
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Red Flags & Deal Accelerators in Financial Due Diligence
When it comes to buying or selling a business, financial due diligence can uncover both warning signs and opportunities that significantly impact value.
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HR Solutions That Elevate the Employee Experience
For growing businesses, the phrase “employee experience” often gets reduced to surface-level perks, but the true meaning goes much deeper.
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Beneficial Ownership Information (BOI)

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Reminders + Deadlines
  • Entities formed BEFORE January 1, 2024: Must file by January 1, 2025
  • Entities formed AFTER January 1, 2024: Must file within 90 days of registration
  • Non-compliance penalties: Up to $500 per day (maximum $10,000)
  • If not eligible for an exemption, filing is required for corporations, LLCs, and limited partnerships formed in or registered to do business in the U.S.
  • Reports must be submitted through FinCEN's official BOI e-filing website.
  • There is NO FILING FEE for BOI reporting.
  • Be alert to scams. FinCEN will never contact you requesting filing information.
For a detailed overview of reporting requirements, exemptions, and what constitutes beneficial ownership, read our recent blog post.

 

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News & Insights

Nonprofit
Tailoring QuickBooks Online to Fit Your Nonprofit’s Needs
For nonprofit organizations, every dollar matters. At the same time, accurate financial ...
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Family Office
The Great Wealth Transfer: Retaining the Next Generation
Most families with substantial wealth already have the documents. They likely have a will, ...
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Client Advisory Services
Everything You Need to Know About Form W-4 and Form W-4N
Accurate tax withholding is a critical component of payroll compliance for businesses. While ...
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Private Practice
How Accurate Medical Coding Impacts Revenue, Compliance, & Patient Satisfaction
A healthy revenue cycle depends on hundreds of moving pieces working together. While provider ...
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