What taxpayers need to know about the IRS ending paper checks
August 21, 2025 Knowledge Center
What taxpayers need to know about the IRS ending paper checks

The federal government has announced a major change that will affect how numerous Americans receive their tax refunds and federal benefit payments. The U.S. Treasury Department, the IRS and the Social Security Administration (SSA) will soon stop issuing paper checks. This transition is designed to increase efficiency, reduce fraud and lower administrative costs — but […]

Transforming Uncertainty into Strategy with Competitive Intelligence Data
August 20, 2025 Knowledge Center
Transforming Uncertainty into Strategy with Competitive Intelligence Data

With markets shifting rapidly and businesses needing to adapt at record speed to evolving consumer behavior, competitive intelligence platforms have become essential for: (1) detecting early market signals, (2) identifying emerging trends, and (3) equipping organizations with the information they need to make critical data-driven decisions. The value of shared, reliable data cannot be overstated. […]

ETRA: The OBBBA will soon eliminate certain clean energy tax incentives
August 14, 2025 Knowledge Center
ETRA: The OBBBA will soon eliminate certain clean energy tax incentives

For some time, President Trump and the GOP have had their sights on repealing many of the tax incentives created or enhanced by the Inflation Reduction Act (IRA). With the enactment of the One, Big, Beautiful Bill Act (OBBBA), they’ve made progress toward accomplishing that goal. Here’s a closer look at some of the individual-related […]

Why Music Licensing Has Become More Costly and Confusing for Your Business
August 12, 2025 Knowledge Center
Why Music Licensing Has Become More Costly and Confusing for Your Business

A new conversation on music licensing is playing out on Capitol Hill, sparked by concerns from music licensees raised in early 2024. At the heart of the issue is the evolving role of performance rights organizations, or  PROs—specifically, how they’re managing the influx of new members such as songwriters, composers, and music publishers, and the […]

How will the One, Big, Beautiful Bill Act affect individual taxpayers?
July 31, 2025 Knowledge Center
How will the One, Big, Beautiful Bill Act affect individual taxpayers?

The One, Big, Beautiful Bill Act (OBBBA) includes, among many other things, numerous provisions that can affect an individual’s taxes. The new law makes some changes to existing tax breaks that will be significant to many, but not all, taxpayers. It also creates new breaks that, again, will be significant to certain taxpayers. Finally, it […]

New deductions for tips, overtime may affect employer information reporting
July 24, 2025 Knowledge Center
New deductions for tips, overtime may affect employer information reporting

When the One, Big, Beautiful Bill Act (OBBBA) was signed into law on July 4, employers were handed a considerable task. You and your leadership team must sort through the law’s many provisions and determine just how they affect your organization. As you may be discovering, doing so isn’t easy. For example, the OBBBA grants eligible […]

When moving out of state, review your estate plan
July 22, 2025 Knowledge Center
When moving out of state, review your estate plan

There are numerous factors to consider when you decide to pull up roots and relocate to another state. Your estate plan likely isn’t top of mind, but it’s wise to review and update it when you move across state lines. Let’s take a closer look at a few areas you should consider as you reexamine […]

How adopting a subscription fundraising model could future-proof your mission | DBJ
July 17, 2025 In the News
How adopting a subscription fundraising model could future-proof your mission | DBJ

By Lucas LaChance | As consumer behavior has shifted toward subscription-based convenience, nonprofits have a chance to rethink how they engage supporters.

How to prepay expenses strategically and report them accurately
July 16, 2025 Knowledge Center
How to prepay expenses strategically and report them accurately

In accrual-basis accounting, timing is everything. One core principle of U.S. Generally Accepted Accounting Principles (GAAP) is the matching concept, which requires organizations to recognize expenses in the same period as the revenue they help generate. Prepaid expenses — payments made for goods or services before they’re used — must be handled carefully to conform […]

Businesses can strengthen their financial positions with careful AP management
July 12, 2025 Knowledge Center
Businesses can strengthen their financial positions with careful AP management

Running a successful business calls for constantly balancing the revenue you have coming in with the money you must pay out to remain operational and grow. Regarding that second part, careful accounts payable (AP) management is critical to strengthening your company’s financial position. Proper AP management enables you to maintain strong relationships with vendors, suppliers […]

President Trump signs his One, Big, Beautiful Bill Act into law
July 8, 2025 Knowledge Center
President Trump signs his One, Big, Beautiful Bill Act into law

On July 4, President Trump signed into law the far-reaching legislation known as the One, Big, Beautiful Bill Act (OBBBA). As promised, the tax portion of the 870-page bill extends many of the provisions of the Tax Cuts and Jobs Act (TCJA), the sweeping tax legislation enacted during the first Trump administration. It also incorporates […]

Why Your Health Therapy Clinic Can’t Afford to Ignore Cyber Risks
June 28, 2025 Knowledge Center
Why Your Health Therapy Clinic Can’t Afford to Ignore Cyber Risks

Protecting patient data is critical for all healthcare providers, including small and mid-sized outpatient physical and occupational therapy clinics. Yet many of these mid-market businesses mistakenly believe they’re “too small to be noticed.” In reality they’re exactly the kind of target cybercriminals prefer—handling highly sensitive health and billing data, often with limited cybersecurity resources in […]