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Industries We Work With
Our seasoned professionals possess the industry expertise our clients need to grow and succeed. We offer insights and experience to keep you informed and to help you achieve your financial goals.
Featured Insights
Meeting Minutes: Crucial Fiduciary Documentation
This comment is among the most common findings cited in ERISA audits each year. While meeting minutes are often viewed simply as a record of plan changes or updates, their importance goes far beyond documentation. Properly maintained meeting minutes provide clear evidence that a plan sponsor is fulfilling its fiduciary responsibilities by reviewing key plan…
Essential FAQs on 83(b) Election for Non‑U.S. Taxpayers
Receiving equity from a U.S. company if you are not a U.S. citizen or resident alien can raise questions about how and when that equity is taxed in the United States. For U.S. tax purposes, these individuals are generally referred to as “nonresident aliens” or “non-U.S. persons.” One common consideration is whether to file an…
Sweepstakes Betting Is Expanding Fast. Here’s What SportsTech Companies Need to Know
Sweepstakes-based betting is quickly changing the SportsTech industry. With inconsistent sports betting rules across the United States, sweepstakes models help companies connect with users, increase engagement, and expand nationwide. This model drives growth but brings complex tax rules, state compliance risks, and reporting requirements for operators and users. To succeed, companies must understand taxes and…
On‑Site vs. Desktop Equipment Appraisals for SBA 7a Loans: How Lenders Should Decide
Lenders working on an SBA loan involving the purchase or collateralization of equipment often face a critical decision: should they opt for a desktop or on-site equipment appraisal? For 504 loans, SBA SOP 50 10 8 states “the equipment appraisal needs to be a written document from a person that is qualified to provide a…
Digital Health RX
A podcast mini-series for founders and operators building at the intersection of technology and healthcare.
Events
2025 R&D Tax Credits
Tax Alert: The Refund Avalanche After Kwong
From Target to Takeover: The Lifecycle of a Cyber Attack
Breakfast Brief: Cyber Threats in Financial Services
Microsoft 365 Community Conference Orlando 2026
From Target to Takeover: The Lifecycle of a Cyber Attack
The One Big Beautiful Bill Act: Key Impacts, Risks and Watchouts for NJ Manufacturers
The Road Ahead for U.S. Manufacturing: 2026 Economic Outlook
From Seed to Series C: How to Build Investor‑Ready Financials
AI Without the Hype in Mid-Market Operations — What Works (And What Doesn’t)
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