People Advisory

As we start a new year, it's not only the perfect time for holiday festivities and reflection on personal achievements, but also an opportune moment to consider the professional growth and...

Tax Industry News

As we step into 2024, business owners face a new compliance obligation - the Beneficial Ownership Information (BOI) report. This requirement stems from the Corporate Transparency Act,...

Case Study CFO

Client Background A seasoned insurance agent with nearly a decade of experience was facing multiple challenges that stagnated the growth and financial stability of his agency. Despite...