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Future-Proofing the Family Office: Digitalization, Cybersecurity and Proactive Succession Planning

The world is living through unpredictable times, causing every business leader to make real-time adjustments.

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How Employers Can Plan for COVID-19 Reemergence and Business Continuity

During these uncertain times, business continuity and contingency planning are vital to your business success. Learn about the HR issues you’ll need to address and technology and cybersecurity priorities. 

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Strategies to Improve Your Healthcare Revenue Cycle Efficiency

In the best of times, successful medical practitioners carefully manage and monitor revenue to achieve their growth objectives. However, when it comes to the revenue cycle management (RCM) process, it’s not all that straightforward.

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Tax-Savings Strategies for Real Estate Professionals

The purpose of this e-book is to address some of the most advantageous tax-savings opportunities available to real estate developers and investors, including those changed by the Tax Cuts and Jobs Act of 2017. The state of Texas also offers incentives for real estate development projects that result in capital investments and job creation.

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The Changing Sales and Use Tax Environment: What Every Business Owner Should Understand

The tax landscape is significantly changing – especially regarding nexus – making it imperative for all business owners to understand each state’s requirements or risk costly penalties for noncompliance.

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How Manufacturers Can Reduce Fraud Through Stronger Internal Controls

Would it surprise you to learn that the manufacturing industry is second only to banking in the number of global fraud cases a year? No business owner wants to believe that their employees would steal from them. Yet, fraud can happen at businesses of all sizes and among employees at all levels.

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Your Right to an IRS Defense Strategy

While no one likes to think about it, there may come a time when the IRS requires information from you. Just because the IRS notifies you of an inquiry, however, doesn’t mean you – or your business – are guilty of something. You have every right to defend yourself, but you will need a sound strategy.

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Preparing a Business for Sale

Transitioning your business is a once-in-a-lifetime opportunity—all actions must be geared toward building value in the business, and building personal value for you. Learn the steps you need to take now to ensure a profitable sale of your business.  

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Guide to Buying a Dental Practice

Learn how to be in the best position to pay a fair price for the practice, receive financing and get the new practice off to a good start for long-term success. We also provide a checklist of the forms you will need to complete to make a purchase.

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Tax Reform Implications for Medical Practitioners

The enactment of the Tax Cuts and Jobs Act of 2017 has caused many business owners, including healthcare practitioners, to reexamine their current tax strategies. Now that the Affordable Care Act mandate has been eliminated, what will the long-term effect be on the healthcare profession?

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