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Finding and keeping talent can be challenging in today's competitive hiring market. Many workers are ready and willing to switch jobs, in search of greener pastures. And there's a skills shortage — especially for high-tech, accounting, health care and executive positions. Read more

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Even at the best of times, the future is unpredictable. As anyone who has run a business for any length of time understands, there will often be challenges, many of which are unexpected — such as a global pandemic — coming straight out of left field. Here are four strategies your small company can…

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The Department of Labor (DOL) released the final changes to Form 5500 relating to the September 2021 notice of proposed form revisions (NPFR) to amend the Form 5500. The changes fall into seven major categories. These changes are effective for plan years beginning on or after January 1, 2023 and…

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Welcome to the Firm!

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Welcome to the Firm!

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How much money is your business spending on insurance products? Insurance is often a major business expense, and it can be a lifesaver when the unexpected happens. However, higher spending doesn't necessarily equate to better coverage. Rather than focusing on just the price, it's important to match…

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We are delighted to announce the transition of Partner, Tricia M. Sherwood, CPA, SHRM-SCP to a new role within the Firm.

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Merger and acquisition (M&A) activity is widely expected to pick up this year, after a lull in 2022. Amid economic uncertainty, earnouts are likely to play a big role in many deals. The structuring of such transactions could have significant tax implications that affect the ultimate value for both…

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Different states have different rules for determining whether a trust is a "resident" for income tax purposes. State tax liability can depend on the location of settlors, trustees or beneficiaries. In some situations, a trust could be liable for taxes in multiple states. Fortunately, you may be able…

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