Dive into our Third Annual 2024 Banking Report, where you’ll learn what commercial lenders are thinking about this year and how the 2024 commercial banking landscape is coming into view.

Prioritizing a bank with a strong reputation in your local or regional business community, or relying on recommendations of other trusted advisors like your attorney, CPA, or wealth manager can

Studies show that 51% of the current American business market is owned by Baby Boomers, who are set to transition over the next ten years. With over 33 million small

Today, It’s Harder Than Ever to Predict What’s Next. From inflation, to rising interest rates, to the uncertainty of recession – the past 12 months have made it increasingly difficult

There is still time to realize income tax savings by setting up an Employee Stock Ownership Plan with the Secure Act 1.0 and Section 401(b)(2) for 2022 Income Tax Filing.

There is no doubt that inflation is top of mind for most businesses. Any argument around whether it is transitory has been settled. However, for most business owners, one question

In 2011, the Internal Revenue Service issued Revenue Procedure 2011-29 (Rec. Proc.) which provides a safe harbor election for allocating success-based fees paid in a variety of business transactions, such

As we approach the fourth quarter of 2022, and with most 2021 tax returns having been filed, many taxpayers and their advisors are reviewing tax laws, expenditures and credits to