Options to consider if you chose the wrong successor for your family business Hopefully, your family business has chosen a great successor. But if you’re in the midst of training your successor —… More on this story
New Questions about BOI Reporting A recent federal court ruling has raised questions about a controversial new rule requiring millions of small- to medium-sized business… More on this story
Is your business closing? Be sure to handle any and all final tax responsibilities Businesses shut down for many reasons. Here are just a few: An owner’s retirement, A lease expiration, Staffing shortages, Partner… More on this story
A Special Ribbon Cutting at our Marion Office The building that houses our Marion office has seen some exciting updates in recent months. Now a co-working space, this… More on this story
Making the Decision to Serve on a Non-Profit Board Deciding to volunteer your time and expertise for a non-profit board is much more than a kind gesture, it can… More on this story
New Tax Rules for Employer-Sponsored Retirement Plans in 2024 The omnibus spending bill known as the SECURE 2.0 Act made dozens of changes to the tax rules governing employer-sponsored… More on this story
Blog Series: Self-Care Tips for Busy Accountants By: Shirley Boatright, MBA- Senior Assistant Accountant It is tax season, which means accountants across the country are working long… More on this story
H&M Welcomes Kim Ratliff to the Team! We are thrilled to welcome a new team member to the H&M Family. Meet Kim Ratliff! Kim has joined our… More on this story
Audit vs. Review Engagements: What’s the Difference? In the realm of finance and accounting, the terms ‘audit’ and ‘review’ are often thrown around, sometimes interchangeably, with an… More on this story
Charitable Remainder Trusts: Pros, Cons, and Precautions For business owners trying to juggle financial planning, estate planning, and tax planning concerns while also supporting a worthy cause,… More on this story
