Breaking Down SECURE Act 2.0

January 23, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it’s a…

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A Small Business Owner’s Guide for Payroll

January 23, 2023

By: Jennifer Babcock, CPA & Manager  New business owners face several challenges in the start-up phase and mastering the payroll process can be one of the toughest. It’s no surprise that payroll requires several steps and close attention to detail.…

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Why Holistic Financial Planning Helps Meet Clients’ Diverse Needs

January 17, 2023

Provided By: Adelae Winters, Financial Advisor Often, you are the only person who can see your entire financial picture. However, typically a financial advisor or certified public accountant has expertise or knowledge in financial planning, tax planning, accounting, insurance and…

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Eight Tips When Starting Your Small Business from a CPA

December 20, 2022

By: Charlie Miracle, CPA, Member, and Director of Client Accounting Service Starting a business can be overwhelming. Running a company often requires learning new skills, and for many entrepreneurs – legal contracts, bookkeeping, and financial statements are uncharted territory. Here…

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Should I Be Working with a Financial Advisor? Here’s What One Can Do for You

December 20, 2022

By Bradi Dahmen, Director of Wealth Management The financial services industry has changed a lot over the years. The traditional model of investment management is falling short of meeting clients’ needs. There has been growing distrust of the industry thanks…

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Structuring Your Business: A Guide to Selecting the Right Choice for You

November 17, 2022

By: Nathan Cacka, CPA, Financial Advisor & Manager  All individuals pursuing the dream of exercising their entrepreneurial muscles, will face the same question, “Which business structure should I adopt?” The business structure you choose will influence your day-to-day operations and…

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