Resources

2021 Year End Information

2023 Year End Information

2022 Year End Information

Divorce Financial Checklist

Your Guide to the Exit Planning Process

2024 Payroll Tax Rates

The Current State of R&D

How can cultural due diligence impact the success of an M+A deal?

Dr. Gary Kustis explains in this latest video in The Role of Organizational Psychology in Mergers and Acquisitions: FAQ Series, and how understanding cultural dynamics can make or break your next merger.

Wealth Management Strategies for a Volatile Market

This webinar delves into the complexities of wealth management during periods of market volatility, offering actionable insights to safeguard and grow your assets

Top 5 Income Tax Strategies for Construction Companies

This webinar is designed for construction industry leaders seeking to navigate the complexities of income tax regulations and explore potential strategies for success.

Maximizing Your Company's Return on People (“ROP”) Through Talent Management

Take a deep dive into the methods and business best practices for maximizing your Return on People ("ROP") in this insightful webinar.

Cultivating Success: Navigating the Cultural Landscape of M&As

Watch this on-demand webinar to gain a deeper understanding of the cultural dynamics at play in M&As and how to navigate them for successful cultural integration.

How to Be Cyber Prepared

In an age where cyber attacks have become a common occurrence, digital security is more important now than ever. This on-demand webinar provides the knowledge and tools necessary to enhance cybersecurity preparedness for both individuals and businesses alike.