Why Every Professional Athlete Needs a Wealth Protection Strategy

By Ruby Castaneda

Imagine earning millions during your career only to lose it all due to poor planning. Are your assets truly protected? When it comes to the earnings of a professional athlete, asset protection should be a top priority. Determining an appropriate strategy early in one’s career is key. A well-known example highlighting the importance of early…

How the OBBBA Is Reshaping Agribusiness

By Allison Katz

The One Big Beautiful Bill Act, commonly referred to as the OBBBA or OB3, remains a sweeping piece of legislation that brings significant changes to the financial and operational landscape of American agribusiness. For farm business owners, understanding and leveraging these changes can unlock new opportunities for growth, succession planning and risk management. Tax Relief…

Essential Sales Tax Considerations for Growing E-Commerce Brands

By Ruby Castaneda

Launching an e-commerce brand is an exciting leap. You are developing products, building your online presence, and bringing your vision to life. In the middle of that momentum, sales tax can feel like a detail that can be addressed later, but it is one of the most important foundations to establish early. E-commerce operates in…

Claim Denials and Their Impact on Self-Insured Health Plans: A Fiduciary Imperative for Employers

By Ruby Castaneda

For self-insured employers, rising medical claim denials are no longer a back-office nuisance, they represent a direct fiduciary risk under the Employee Retirement Income Security Act of 1974 (ERISA). Every denial that delays care or reimbursement can expose plan sponsors to financial volatility, regulatory scrutiny, and litigation. As fiduciaries, employers must act prudently and solely…

DOL Unveils Major Overhaul to Employee Benefits Security Administration (EBSA) National Enforcement Projects

By Allison Katz

The Department of Labor (DOL) announced a recent overhaul – the most significant made in recent years – with respect to the Employee Benefits Security Administration (EBSA) National Enforcement Projects. This overhaul elevates new focus areas for enforcement while reducing or removing others. As part of its ongoing efforts to monitor compliance, address unethical behavior,…

Impending Expiration of the Community Health Center Fund Presents Financial Uncertainty For FQHCs

By Ruby Castaneda

Section 330 of the Public Health Service Act established the federal Health Center Program. The Health Resources and Services Administration (HRSA) within the U.S. Department of Health and Human Services (HHS) administers the program and grants awards to support health centers providing care to low-income individuals. In 2011, Congress established the Community Health Center Fund…

Managing Import Duties and Landed Cost in Business Central

By Allison Katz

Global trade is complex, and for businesses importing goods into the United States, accurately managing tariffs and duties is crucial. Tariff miscalculations can lead to compliance issues, unexpected costs and margin of erosion. Many organizations searching for ways to manage landed cost, import duties, HS codes and item charges in Microsoft Dynamics Business Central quickly…

Hidden Risks in Charitable Gift Valuation

By Allison Katz

The season of giving has come and gone. There were countless charitable causes to support, but just because you think a client has donated lots of money or other assets, the tax courts won’t necessarily agree. Let’s walk through how recent tax court cases change the valuation landscape for donations and beyond. Say one of…

Trump Moves to Limit Corporate Purchases of Single‑Family Homes

By Allison Katz

President Donald Trump has signed an executive order aimed at restricting large institutional investors from purchasing single‑family homes, a move the administration says is intended to improve access to homeownership for American families. The White House argues that the rapid growth of corporate ownership in the single‑family housing market has reduced available inventory for everyday…