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Whether managing personal finances or running a business, this article provides essential questions to ask your CPA for informed decision-making. Discuss everything from tax planning to retirement and succession planning. Stay on top of your financial game by making your CPA meetings count.

The Internal Revenue Service (IRS) has recently issued a statement warning businesses about the common mistakes made when claiming the Employee Retention Credit (ERC). Unqualified claims are often due to misinformation from aggressive promoters, leading to a rise in ineligible applicants.

Selling private company stock can be challenging for non-controlling shareholders. This article explores the critical considerations, from understanding company restrictions to finding the right buyers and planning for taxes.