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New Retirement Plan Proposal Raises Questions About Risk, Fees, and Transparency

July 30, 2025

A recent executive order has put a spotlight on potential changes to retirement plan rules, specifically the possibility of allowing private equity investments in 401(k) plans. While this may sound […]

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One Bill, Many Impacts

July 7, 2025

The budget reconciliation bill passed the House on July 3 by two votes, and it packs a wide range of tax changes. While many of the headlines focus on large-scale […]

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Dollars flying out of the window. 3D illustration.

Where’s the Cash?

July 7, 2025

You’re generating solid revenue. Business is steady. But when it comes time to cover payroll, pay bills, or make a key investment, you’re short on cash. Sound familiar? This disconnect […]

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The Connecticut State Capitol building houses the Connecticut General Assembly; the upper house, the State Senate, and lower house, the House of Representatives, as well as the office of the Governor of the State of Connecticut.

How Connecticut’s 2026–2027 Budget Impacts Small and Mid-Sized Businesses

July 3, 2025

Connecticut’s recently passed $55.8 billion biennial budget brings a mix of financial shifts, modest tax changes, and regulatory reforms that will impact businesses across the state. While it avoids broad-based […]

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Fraud prevention Written on Blue Key of Metallic Keyboard.

Suspect Fraud in Your Business?

June 11, 2025

Here’s What to Do Next and How to Prevent It in the Future Discovering – or even suspecting – internal fraud can be unsettling for any business owner. While small […]

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Top 5 Financial Red Flags That May Signal Internal Fraud

June 11, 2025

Don’t let small discrepancies turn into big problems. Internal fraud can quietly drain your company’s finances, damage trust, and disrupt operations often before you even realize something is wrong. For […]

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tax planning with calendar

Mid-Year Tax Check-In

June 11, 2025

What You Should Be Reviewing Now to Avoid Year-End Surprises While it seems like we just finished tax season, we’re nearly halfway through 2025 already. That makes now the perfect […]

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Health care costs. Stethoscope and calculator symbol for health care costs or medical insurance

What 2026 HSA Limit Increases Mean for Small and Mid-Sized Businesses

May 7, 2025

The IRS recently announced the 2026 inflation-adjusted Health Savings Account (HSA) contribution limits. While these may appear as simple line items on a compliance checklist, they present important financial planning […]

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The businessman in ponzi scheme concept

Ponzi Schemes Are Back in the Spotlight

April 24, 2025

In times of economic instability, not all threats come from shrinking demand or rising costs. Some are far more deceptive, and potentially far more devastating. As the likelihood of a […]

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no more federal checks

Say Goodbye to Federal Paper Checks

April 16, 2025

If your business still receives government payments by paper check, it’s time to start planning for a change. The U.S. Treasury has announced that nearly all federal payments will be […]

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business person sitting at a desk at an office By using the calculator to work. Business Concept Analysis and Planning

Why Positive Cash Flow Doesn’t Always Mean a Healthy Business

March 27, 2025

When there’s money in the bank, it’s easy to assume your business is on the right track. You’re paying the bills, making payroll, maybe even investing in new equipment or […]

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stressed man dealing with scam

New IRS Guidance Offers Relief for Scam Victims

March 27, 2025

As a business owner, you’re no stranger to protecting your assets. But outside the walls of your company, personal finances can still be vulnerable, especially with financial scams becoming more […]

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