Resource Gallery

U.S.–China Tariff Update: New “30-for-30” Framework

U.S.–China Tariff Update: New “30-for-30” Framework

On September 24, 2026, Chinese President Xi Jinping met with U.S. President Trump. Following the meeting, the two governments announced recommendations under a 30-for-30 framework.
Remembering Our Founder, Will J. Pugh

Remembering Our Founder, Will J. Pugh

We are deeply grateful for the legacy that Mr. Pugh leaves behind. His principles are foundational in our Firm in how we serve our clients and take care of each other. His dedication, values, and belief in our people helped shape the Firm we are proud to be part of today. He was a mentor to countless individuals who have had successful careers because of his guidance. Mr. Pugh was the gold standard for leadership excellence and the model for a life of humble service.
Financial Forecasting for Growing Contractors

Financial Forecasting for Growing Contractors

If you're tired of answering forward-looking questions with backward-looking data, this article provides support tailored to how construction actually works.
What Your Aging AR Report Is Actually Telling You

What Your Aging AR Report Is Actually Telling You

Your aging AR report isn't just a list of late invoices. It's an early warning system that reveals two very different cash flow problems: a system-wide slowdown in collections or a dangerous concentration of overdue balances. Learn how to read the pattern and respond the right way.
Make Sure You Have These Four Items Covered Before Selling Your Business

Make Sure You Have These Four Items Covered Before Selling Your Business

Most business owners assume buyer scrutiny begins when due diligence starts. It doesn't. The decisions you're making right now, years before a sale, are already shaping the price a buyer will pay and the deal structure they'll offer.
Protecting Your Family from Financial Scams

Protecting Your Family from Financial Scams

Financial scams are more sophisticated than ever, and the people most at risk are often the ones least likely to see it coming. A few simple safeguards could be the difference between your family staying protected or losing tens of thousands of dollars. Here's what you need to know.
Build a Dashboard That Actually Drives Your Business

Build a Dashboard That Actually Drives Your Business

Your dashboard should do more than confirm what already happened. It should warn you before problems arrive. Learn how to identify the leading indicators that give you time to act, not just a record of what went wrong.
Proposed Changes to Federal Grant Rules for Nonprofits

Proposed Changes to Federal Grant Rules for Nonprofits

Explore proactive strategies on how to navigate the proposed changes to federal grant rules for your nonprofit.
Hiring family members in your small business: tax advantages and mistakes to avoid

Hiring family members in your small business: tax advantages and mistakes to avoid

Hiring family members can create real tax advantages for small business owners, but the rules depend on entity type, relationship, age, reasonable compensation, and payroll compliance. Here’s what to know before putting relatives on payroll.
Newly married this year? The tax changes couples miss

Newly married this year? The tax changes couples miss

Getting married triggers significant tax changes that catch many couples off guard, from a new filing status that takes effect the moment you say "I do," to withholding gaps that can result in an unexpected tax bill in April. Beyond filing and withholding, newlyweds also need to address name and address updates, healthcare coverage decisions, HSA eligibility changes, and dependent-related credits before year-end. Tackling these adjustments proactively, rather than waiting until tax season, helps couples avoid penalties, protect their refunds, and start their financial life together on solid footing.
Summer Jobs, Side Hustles, and Summer Tax Problems

Summer Jobs, Side Hustles, and Summer Tax Problems

Summer jobs and side hustles can feel like easy extra money, but without the right planning, that income can turn into a surprise tax bill next April. From W-4 mistakes and self-employment taxes to new 1099 reporting thresholds, there are more ways to get tripped up than most families realize. Read on to learn the most common summer tax pitfalls and exactly what you can do right now to avoid them.
Tax Strategies For Rising Income

Tax Strategies For Rising Income

A jump in income is good news, but it also triggers a chain of tax decisions that most people don't see coming until it's too late to act. From phaseouts and surcharges to retirement account mismatches and withholding gaps, the real planning opportunity happens before year-end, not at tax time. Here's what you need to know to stay ahead of a higher tax bracket.
Post-Tax Season Checklist for Small Business Owners

Post-Tax Season Checklist for Small Business Owners

Tax season may be over, but your completed return holds valuable insights that can help you run a stronger business for the rest of the year. From fixing your bookkeeping systems and building a mid-year budget to reviewing worker classifications and your business insurance, there are five key areas worth addressing while the numbers are still fresh. Taking action now, rather than waiting until the next deadline, puts you in a far better position heading into year-end.
Succession Planning: Ensuring Leadership Continuity in Nonprofits

Succession Planning: Ensuring Leadership Continuity in Nonprofits

Nonprofits are built on their missions, but sustained impact depends on leadership continuity.
Trade Deficits, Tariffs, and the 2026 U.S. Trade Policy Agenda

Trade Deficits, Tariffs, and the 2026 U.S. Trade Policy Agenda

The 2026 U.S. Trade Policy Agenda has the potential to reshape tariffs, trade deals, and supply chain. Here's what American businesses need to know to prepare.
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