Insights and Resources

How to Raise Prices Without Losing Customers
Some companies have raised prices brilliantly - they experienced minimal churn, strengthened relationships with their best customers, and watched their margins expand. Others? It was a complete disaster. In this video, you'll learn the specific strategies that separate successful price increases from catastrophic failures.

When to Raise Your Prices
Decades of research shows pricing improvements can deliver 3-5x more profit impact than cutting costs or boosting volume, yet most business leaders still spend 80% of their time on everything but pricing. The real risk isn't raising prices, it's waiting too long to do it.

2025 year-end tax moves for individuals & families
From expanded deductions and new above-the-line benefits to shifting phaseouts and sunsetting exemptions, 2025 offers unique opportunities for individuals to lower their tax liability before year-end. This guide highlights smart, timely moves to help you make the most of current law before key changes take effect in 2026.

2025 Year-end tax moves for businesses
Explore essential 2025 year-end tax strategies for businesses, updated for the One Big Beautiful Bill Act (OBBBA). From QBI planning to bonus depreciation, entity structure, and reporting changes, this guide helps you make informed, compliant, and tax-smart decisions before year-end.

Beyond basis: understanding at-risk limits on loss deductions
Learn how basis and at-risk amounts work together to determine loss deductibility in partnerships and S corporations, and why tracking both is essential for compliance and tax planning.

How Do Wrap Rates Offer Strategic Insights for Government Contractors?
Wrap rates have evolved from mere compliance metrics into strategic tools essential for government contractors. Stay competitive with Aprio's strategic insights on wrap rates.

ROI or money pit? Prioritizing home renovations with ROI and tax in mind
Every homeowner faces an endless list of potential projects, but not all renovations are created equal when it comes to your financial bottom line. Strategic home improvements can impact not only your future sale price, but also your utility bills, insurance costs, tax obligations, and overall financial position. Learn how to prioritize your project list using a financially grounded framework that considers ROI, tax opportunities, and long-term asset preservation.

Retirement readiness in any economy: how to know when you’re truly prepared
There's no perfect time to retire, but with the right planning, you can feel prepared in any economy. Learn how to evaluate your readiness, manage timing risks, and build a retirement plan that lasts.

Understanding Safe Harbor 401(k) Plans
Navigating the complexities of 401(k) plans can be daunting for small and midsize businesses. Discover how the safe harbor 401(k) offers a simplified solution by easing administrative burdens while fostering employee financial well-being. Explore the advantages, key components, and strategic considerations to determine if it's the right fit for your business.

Fries, Shakes, and Tax Breaks: Are You Prepared for April 15?
When planning for future tax liabilities, some great hidden gems can help mitigate these liabilities. Discover tax-saving strategies in line with the OBBB for your McDonald's franchise.

New Magazine
Updated Excerpt

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It’s a joyful time of year, even with the final sprint toward tax deadlines. It’s time to emerge from winter and enjoy the world in bloom again! This edition of SmartTips is brimming with timely content for your springtime renewal, including an April Fool’s trivia quiz to kick off the month. You’ll also find a guide to keeping your business prepared for springtime storms, a look at keeping a handle on debt, and some handy spring cleaning hacks. Enjoy our April issue…happy spring!

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It’s a joyful time of year, even with the final sprint toward tax deadlines. It’s time to emerge from winter and enjoy the world in bloom again! This edition of SmartTips is brimming with timely content for your springtime renewal, including an April Fool’s trivia quiz to kick off the month. You’ll also find a guide to keeping your business prepared for springtime storms, a look at keeping a handle on debt, and some handy spring cleaning hacks. Enjoy our April issue…happy spring!

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