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Is Too Much of Your Revenue Coming From One Customer?

October 12, 2026

Key Takeaways  A large customer can help a business grow while also creating financial risk if too much revenue depends on that relationship. Revenue concentration is only part of the […]

Should Your Business Be Paying Down Debt or Keeping the Cash?

October 12, 2026

Key Takeaways  Extra cash can be used to reduce debt, build reserves, reinvest in the business, or make owner distributions. Before paying down debt, consider the interest rate, loan terms, […]

Trump Accounts Move From Planning to Action

October 6, 2026

Key Takeaways  Trump Accounts have now been automatically established for eligible children under age 18 with valid Social Security numbers. Parents and guardians still need to claim an account before […]

3 Connecticut Tax Changes to Have on Your Radar Before Year-End

September 30, 2026

Key Takeaways Connecticut created a new tax credit of up to $1,000 per covered employee for qualifying small businesses offering an ICHRA through the state health insurance exchange. Owners of […]

IRS Updates Business Travel Per Diem Rates for 2026–2027

September 29, 2026

Key Takeaways New IRS business travel per diem rates take effect October 1, 2026. The high-low method increases to $329 per day for high-cost locations and $230 for other locations. […]

Planning to Hire? Make Sure the Numbers Work First

September 29, 2026

Key Takeaways The fully loaded cost of a new employee is only the beginning of the hiring analysis. Business owners need to determine what the position must produce to justify […]

Could Your Business Run Without You or Your Key Employees?

August 26, 2026

Key Takeaways  Businesses become vulnerable when critical knowledge, relationships, access, or decision-making rests with one person. Key-person risk applies to owners as well as employees and can affect day-to-day operations, […]

Still Paying Student Loans? Your Repayment Options Are Changing

August 26, 2026

Key Takeaways  Federal student loan repayment options are changing, including the planned phaseout of PAYE by July 1, 2028. The new Repayment Assistance Plan (RAP) became available July 1, 2026, […]

New Overtime Rules: Is Your Payroll Ready?

August 26, 2026

Key Takeaways Beginning with 2026 Forms W-2, employers must separately report qualified overtime compensation in Box 12 using code TT. The deduction generally applies only to the overtime premium required […]

Five Tax-Related Conversations Business Owners Should Be Having Now

August 3, 2026

Key Takeaways Recent tax law changes make this a good time to revisit equipment purchases and capital investments. Review whether your current business structure still aligns with your tax and […]

Thinking About a Business Loan? Start With These Questions.

July 16, 2026

Key Takeaways A business loan should support a clear strategy, not solve underlying financial challenges. Reviewing your cash flow, profitability, and financial projections before applying improves decision-making and lender readiness. […]

The Business Risks You May Be Overlooking

July 15, 2026

Key Takeaways Many of the biggest business risks come from internal processes, not external events. Relying too heavily on one employee, customer, or supplier can create unnecessary vulnerability. Strong internal […]

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