Discover insights and practical solutions for today’s most pressing business challenges. From emerging industry trends to regulatory updates, explore actionable perspectives that drive organizational success.
New IRS relief under Revenue Procedure 2025-28 could streamline your 2024 tax filing and simplify how you deduct or amortize your research expenses. Discover eligibility rules, key deadlines, and how to choose the election strategy that best supports your R&D tax position.
Understanding transfer pricing is essential for multinational organizations looking to balance compliance with strategic tax planning. Explore how transfer pricing works, why it matters, and how well-designed models can streamline operations and strengthen your global tax position.
Choosing between Sage Intacct and QuickBooks can be challenging for growing organizations. This article breaks down the key differences in reporting, automation, scalability and overall functionality to help you decide when it’s time to upgrade from QuickBooks to a more powerful multi-entity solution.
December 16, 2025
Choosing between a Traditional IRA vs Roth IRA is crucial for high earners navigating tax phase-outs and long-term wealth goals. This guide breaks down how each IRA works and offers strategic insights to build a tax-efficient retirement plan.
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December 15, 2025
Retiring at 40 takes strategic planning, especially for high earners. Learn how much you may need, what costs to consider, and how tax-efficient strategies can support early financial independence.
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December 15, 2025
The SEC’s innovation exemption for crypto could reshape how businesses engage with digital assets and blockchain technology. This article explores what Project Crypto means for compliance, strategy, and planning ahead for 2026.
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December 12, 2025
Strong family office governance is essential to protecting wealth and family harmony across generations. Without clear decision-making structures, communication channels, and succession planning, even well-managed family offices face conflict and financial risk. Learn how to build a governance framework that brings clarity, alignment, and long-term sustainability to your family’s financial future.
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December 11, 2025
California is ramping up enforcement of unclaimed property laws, targeting thousands of businesses with outreach letters. Learn what companies must do now to reduce risk, avoid steep interest penalties, and benefit from California’s Voluntary Compliance Program.
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December 10, 2025
The 2026 Nonprofit Sector Outlook reveals the biggest challenges and opportunities nonprofits must prepare for. From funding volatility and workforce burnout to digital transformation, DEI compliance shifts, and rising transparency expectations. Discover the five trends defining the road ahead and how proactive strategies can help organizations strengthen financial health, retain talent, and drive deeper mission impact in a rapidly evolving environment.
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December 9, 2025
The 2026 Consumer Industry Outlook highlights the major shifts reshaping brands, from direct-to-consumer growth and privacy-first personalization to supply-chain resilience and agile innovation. Learn what consumer companies must focus on to protect margins, enhance customer experience, and transform operations for long-term success.
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December 8, 2025
Effective family office succession planning protects wealth, supports continuity, and prepares the next generation for leadership. Learn how to build a structured roadmap from open conversations and leadership development to governance and legal planning to ensure a smooth transition and preserve your family legacy.
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December 8, 2025
San Francisco voters approve Proposition M, overhauling businessOn November 6, 2024, San Francisco voters decisively approved Proposition M, implementing significant changes to the city’s business tax system aimed at creating a fairer and more resilient structure.
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