Our Blog - Surety Matters

The term “fiduciary breach” often evokes images of significant mishaps within company-sponsored retirement plans, leading to notable legal disputes. Yet, a more common and equally troublesome issue for business owners is failing to secure the…
Read Moreabout Essential protection – ERISA

  A brutal truth is that we can never know if or when we could experience a capacity decline that impedes our ability to run our businesses, handle our finances, and make sound decisions. That’s…
Read Moreabout Planning Ahead: Capacity Decline

  While the saying “you can’t take it with you,” is true of our money and possessions, taxes do follow us into death, remaining due until paid off, usually by the personal representative or other…
Read Moreabout Death and Taxes: Who Pays What?

  Data reveals that overall, we’re feeling more experienced as investors and more comfortable with market volatility. A research report from benchmarking firm, Hearts & Wallets, finds the number of households feeling inexperienced with investing…
Read Moreabout Accepting Market Volatility?

  Staying up to date on ERISA compliance, scurrying around with SECURE 2.0 provisions, and keeping benefits competitive are all big lifts for plan sponsors these days. Take heart, though: employees really do appreciate the…
Read Moreabout Appreciating The 401k

  Businesses can have the ability to produce revenue, as shown on a P&L (profit and loss statement), but poor financial health, as reflected on the balance sheet. Because it summarizes net worth at a…
Read Moreabout Analyzing The Balance Sheet

  The hard hat worn by construction workers has been a tradition for over 100 years, and came into use to provide protection from falling objects. These days, data points to the need for a…
Read Moreabout Time for An Upgrade: Headgear

You may already have qualified for a federal research and development (R&D) tax credit in the eyes of the IRS,  but do not know it, since this tends to be an underutilized and misunderstood opportunity…
Read Moreabout Trim Your Tax Bill: Claim Your Innovations

  Turning a profit? Great! But, digging into the details of where you actually made and lost money can result in even more success. Insights about which types of projects are your real sweet spot,…
Read Moreabout Worth Doing: Job Costing