Architecture and engineering firms responsible for the design of energy-efficient buildings owned by government agencies or tax-exempt organizations may benefit...

It is not unusual for manufacturing sales to rely heavily on experience, relationships and gut instinct.

One of my biggest financial goals of the year is to have a firm plan in place to help me grow my financial assets so I can retire in the next 15 years, before my 50th birthday.

If you feel like your board of directors is performing really well right now, make sure to celebrate the moment. It's not likely to last forever.

Many primary care physicians rely on a simple but limited benchmark to assess their practice's performance: whether there's more cash at the end of the month than at the beginning.

Are the younger generations of your family prepared to manage and sustain the family's wealth?

In recent years, entrepreneurship among high-net-worth individuals has surged. Whether driven by a desire for a second career or simply the itch to build something new...

On May 22, 2025, the House of Representatives passed H.R. 1, the One Big Beautiful Bill Act—a sweeping $3.8 trillion budget reconciliation package.

Selling a medical practice can be one of the most significant financial events of a physician's career.

Donald Trump has returned to the White House for a second term. During his first, Trump overhauled the tax code with his 2017 Tax Cuts and Jobs Act (TCJA). Many of those provisions are set to expire at the end of 2025.

So, you are contemplating the sale of your business. Maybe you have already made the decision to sell your company and have an offer in hand. While there are probably a certain number of serial entrepreneurs who will do this more than once...

Artificial intelligence is reshaping how organizations operate, offering new efficiencies, smarter decision-making, and avenues for growth. Yet, along with these opportunities come important risks...

Are the younger generations of your family prepared to steward the family's wealth? An estimated $72.6 trillion in U.S. wealth is likely to be transferred from the Silent Generation...

As the pace of change accelerates, leaders will face more challenges they must address quickly.

Life insurance isn't just about a death benefit anymore. It can be a powerful financial tool that plays a vital role in legacy planning, tax efficiency, and even cash flow.

The sale of a business often represents a significant financial milestone for proprietors. However, the accompanying tax obligations can be substantial.

Cybersecurity threats have evolved significantly over the years. And new technologies are making it easier for cybercriminals to carry out social engineering exploits...

Family offices and their personnel are high-value targets for fraudsters. They face a wide range of sophisticated threats, including potential cyber attacks.

Federal courts next year are set to decide several cases that could shape how international tax planners will account for uncertainty and enforcement risks in 2025 and beyond.

As provisions of the 2025 tax reform go into effect, both knowledge of the tax incentives available and a team of qualified professionals are essential to serving clients and managing your own property portfolio.