Don’t Forget the Upcoming 401(k) Audit Deadline

   INSIGHTS Don’t Forget the Upcoming 401(k) Audit Deadline by Lydia Peterson, CPA ARTICLE | July 14, 2025 Summertime doesn’t just bring warmer weather – it also brings a critical 401(k) deadline. Every 401(k) plan subject to ERISA must file an annual Form...
When is an S-corp election the right move?

When is an S-corp election the right move?

   INSIGHTS When is an S-corp election the right move? by Tanya Silves, CPA ARTICLE | July 01, 2025 Most early-stage small businesses operate as partnerships or single-member LLCs, taking advantage of pass-through taxation to separate the business legally from the...
What You Need to Know Before Applying for an SBA Loan

What You Need to Know Before Applying for an SBA Loan

   INSIGHTS What You Need to Know Before Applying for an SBA Loan by Dan Van Beek, CPA ARTICLE | May 09, 2025 For many entrepreneurs, an SBA loan is the gateway to launching or acquiring a business—but it’s not as simple as filling out an application. From choosing...