fbpx

Category: Services

< Back to Thought Leadership

Be “Sale Ready” and Maximize Value

Business owners devote their lives to the successful growth of their companies and what is likely the most significant asset to support their retirement. Yet, in the final stages of […]

Read More

Do you have to make a payment on Sept. 16?

If you’re self-employed and don’t have withholding from paychecks, you probably have to make estimated tax payments. These payments must be sent to the IRS on a quarterly basis. The […]

Read More

Transition Planning Part I (ESOPs/employees)

Eventually, the ownership of every privately-held business will be transitioned in one way or another.  There are many options available to transfer ownership, but they basically fall into one of […]

Read More

Tax Benefits of Working from Your Home

Working from home has its perks – you can skip the commute, have a more flexible schedule, and forego “business professional” dress on many occasions.  If you work from home, […]

Read More

Traditional IRA Withdrawal Rules

For most of your life, saving for retirement has likely been a financial goal or an area you have consciously tried to save for. Planning for withdrawals as you enter […]

Read More

The Importance of Benchmarking in Retirement Communities | Service dog with seniors living in a retirement community

The Importance of Benchmarking in Retirement Communities

Many Continuing Care Retirement Communities (CCRCs) and Life Plan Communities (LPCs) are facing complex and dynamic challenges. In addition to the significant pressure of supporting an aging baby boomer population, […]

Learn More
The Benefits of Entity-Owned Pharmacies

The Benefits of Entity-Owned Pharmacies

Entity-owned pharmacies are an important consideration for hospitals, community health centers, and other 340B grantee types. As retail pharmacy closures rise and the complexities of the 340B Drug Discount Program […]

Learn More
AI preventing cyberattack

How AI Can Help Protect Not-For-Profits From Cyberattacks

By Joel Barnett, Technical Account Executive at Blue Pioneer Consulting and Holly Fields, CPA, Senior Manager at Blue & Co. Not-for-profit organizations handle sensitive data every day, which make them […]

Learn More