News & Insights

On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023. The sprawling year-end spending “omnibus” package includes two important new laws that could affect your financial planning: the Setting […]

The Social Security Administration recently announced that the wage base for computing Social Security tax will increase to $160,200 for 2023 (up from $147,000 for 2022). Wages and self-employment income […]

October 16-22 is National Retirement Security Week, a week dedicated to encouraging employees to take steps to secure their retirement. When it comes to retirement planning, an important step for […]

What is a business valuation? It sounds like a straightforward question, right? A business valuation comprises several different – and critical – pieces that come together to assess a business’s […]

Today’s market is witnessing dramatic rising costs for labor and supplies.  To help avoid finding your business in a cash crisis, maintaining and updating a strategic cash flow projection model […]