Recent Posts
The Ongoing Challenge of IRS Audits for Employee Retention Credit (ERC) Recipients
The Employee Retention Credit (ERC) has been a vital lifeline for many employers struggling through the economic challenges brought on by the COVID-19 pandemic. However, a recent article highlights an important and often misunderstood aspect of the ERC program: the...
The Art of Successful M&A Integration: Lessons from Newellization
In the realm of M&A strategy, one often encounters the term "Newellization," a methodology named after a relatively small household goods company nestled in Freeport, Illinois. The Newellization strategy is grounded in four core principles that have proven...
Eligible Salaries for Employees Conducting Research for R&D: Understanding the R&D Tax Credit for Small Businesses
In the world of business, innovation is the key to success. Small businesses, just like their larger counterparts, engage in research and development (R&D) activities to create new products, improve existing ones, and stay competitive. What many small business...
Navigating Transformation: Strategies for Payers in the Changing Landscape of Medicare Advantage (MA)
The landscape of Medicare Advantage (MA) is undergoing sweeping changes, necessitating a strategic response from payers to effectively navigate the evolving terrain. This transformation is driven by a confluence of factors, including regulatory shifts, changing...
Navigating the Future: Unveiling Key Business Trends in 2023
As we step into the dynamic landscape of 2023, businesses are bracing themselves for a multitude of changes, propelled by technological advancements, shifting consumer behaviors, and global events. In a world that's constantly evolving, staying ahead of the curve is...
Navigating the Shifting Tides: Unraveling M&A Industry Trends
In the ever-evolving landscape of business, the mergers and acquisitions (M&A) sector stands out as a dynamic arena where strategies, trends, and market forces converge to shape the destiny of companies. A closer look at the M&A industry reveals a fascinating...
Rethinking Plagiarism in the Age of ChatGPT
Introduction In the world of education, plagiarism has always been a hot-button issue. Students, educators, and institutions have long grappled with how to address this problem effectively. However, with the advent of advanced AI technologies like ChatGPT, it's time...
Why Structured and Formal Education Is More Important Now
In an era of rapid technological advancements and unprecedented global challenges, the value of structured and formal education has never been more critical. While some may argue for alternative forms of learning, such as online courses or self-directed study, there...
The Rise of AI in the C-Suite: Are Executives’ Jobs at Risk?
Introduction The world of business is evolving at an unprecedented pace, and with it, the roles and responsibilities of executives are also undergoing transformation. Artificial Intelligence (AI) and automation have emerged as game-changers in the corporate landscape,...
Our Latest Addition of Partners
Have you met our two most recently added CFO partners? We're proud to have Anna Agnew and Barry Brover join us as the newest partners in the group. Anna and Barry serve as CFOs to companies headquartered in Florida as well as other states. Anna has more than 15 years...









