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2 retirement plans for small businesses with lean budgets

2 retirement plans for small businesses with lean budgets

by Jaclyn Lorimer | Jun 8, 2026 | Latest News

Most business owners would like to offer their employees a 401(k) retirement savings plan with all the bells and whistles. But for small businesses with lean budgets and small staffs, offering such benefits may be out of the question. Fortunately, SEP IRAs and SIMPLE...
Fine-tune your tax withholding after filing your return

Fine-tune your tax withholding after filing your return

by Jaclyn Lorimer | Jun 4, 2026 | Latest News

Many taxpayers discover at filing time that their tax payments during the year didn’t align with their actual liability — either too much or too little was withheld from their paychecks. A small difference is to be expected, but withholding that’s significantly off...
Cost segregation studies can reveal substantial tax savings

Cost segregation studies can reveal substantial tax savings

by Jaclyn Lorimer | Jun 2, 2026 | Latest News

Businesses that own commercial real property may be sitting on an overlooked treasure chest of tax savings — and a cost segregation study can be the key to unlocking it. This is a strategic tool that combines accounting and engineering techniques to identify building...
Strategic alliances: Collaborate now, possibly combine later

Strategic alliances: Collaborate now, possibly combine later

by Jaclyn Lorimer | Jun 1, 2026 | Latest News

Even if you aren’t currently preparing to sell your business, you might want to think strategically about your eventual buyer. Sophisticated buyers won’t only look at your financials, they’ll also evaluate how your company fits into their long-term business plan. One...
Tax mitigation strategies when rebalancing your investment portfolio

Tax mitigation strategies when rebalancing your investment portfolio

by Jaclyn Lorimer | May 28, 2026 | Latest News

Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios that are out of balance with their desired asset allocation. If you haven’t rebalanced recently, it may be time to do so. But you also...
How to ensure your business really owns its intellectual property

How to ensure your business really owns its intellectual property

by Jaclyn Lorimer | May 27, 2026 | Latest News

Whether it’s a trademark, copyright, patent, trade secret or other piece of IP, its ultimate value to your business depends on you owning it. Without airtight agreements with employees and independent contractors, these workers may claim that the IP they research and...
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