Insights and Resources

Financial Blind Spots at Each Stage of the Business Lifecycle

Financial Blind Spots at Each Stage of the Business Lifecycle

Every stage of the business lifecycle comes with hidden financial risks—and most aren’t where you’d expect them. From early cash flow traps to overlooked succession planning, it’s easy to miss the warning signs until they’ve already impacted your bottom line. In this video, we break down the most common blind spots—and how to stay ahead of them.
Family Loans and Gifts: Avoiding a Tax Headache

Family Loans and Gifts: Avoiding a Tax Headache

When relatives lend or gift money, it can strengthen family bonds or lead to complications if not handled properly. This video explores the differences between gifts and loans in family finances, highlighting IRS guidelines and offering strategies to manage these transactions with minimal tax impact.
Asset sale vs. stock sale: what business owners need to know before selling

Asset sale vs. stock sale: what business owners need to know before selling

Deciding to sell your business? Navigate the complexities of asset sales versus stock sales with our comprehensive guide. Discover how each structure impacts taxes, liabilities, and proceeds to make informed decisions that optimize your deal and safeguard your hard-earned success.
Treasury Suspends Corporate Transparency Act (CTA) Reporting for U.S. Companies

Treasury Suspends Corporate Transparency Act (CTA) Reporting for U.S. Companies

The Treasury Department has suspended the CTA filing requirement for U.S. businesses, signaling a major shift in compliance obligations. While the rule may still face legal challenges, domestic companies are no longer required to report beneficial ownership information—at least for now.
Common Beneficiary Mistakes That Can Wreck Your Estate Plan

Common Beneficiary Mistakes That Can Wreck Your Estate Plan

Uncover common estate planning mistakes that could jeopardize your assets and learn how to avoid them. Find out why aligning beneficiary designations with your will or trust is vital and discover the benefits of setting up a trust to manage your assets effectively.
Avoiding Common Mistakes in Transition Planning

Avoiding Common Mistakes in Transition Planning

Preparing your business for a future transition is crucial to its success. Learn how to avoid common mistakes and ensure your business thrives through any change.
Adapting to Change: Preparing Your Small Business for Beneficial Ownership Reporting

Adapting to Change: Preparing Your Small Business for Beneficial Ownership Reporting

In the shifting regulatory landscape of the Corporate Transparency Act (CTA), small businesses must now disclose their true ownership to combat financial crimes. This guide unpacks key filing deadlines, potential penalties, and strategic steps to ensure your business stays compliant and future-ready. Discover how understanding these new obligations can help strengthen trust in your organization.
BOI Reporting Under the CTA: New Deadlines and What They Mean for Your Business

BOI Reporting Under the CTA: New Deadlines and What They Mean for Your Business

Navigate the complexities of Beneficial Ownership Information (BOI) reporting under the Corporate Transparency Act (CTA) with our comprehensive guide. Discover the latest deadlines, potential extensions, and how these changes could impact your business. Learn how MBN & Company can help you stay compliant amidst evolving legal landscapes.
Optimize your LinkedIn profile for business growth and professional networking

Optimize your LinkedIn profile for business growth and professional networking

Want to supercharge your LinkedIn profile? This article unveils proven strategies for optimizing your profile, enabling you to leverage the platform for business growth and successful networking.
Considering Outsourced Accounting? Here’s What You Need to Know

Considering Outsourced Accounting? Here’s What You Need to Know

Outsourcing accounting services offers businesses a smart strategy to streamline operations, cut costs, and gain expert financial insights. This article explores the growing trend of delegating financial tasks to external specialists, highlighting key benefits, potential drawbacks, and how firms like MBN & Company can support sustainable growth. Discover how outsourced accounting can free up your time and resources, allowing you to focus on core business objectives.
Choosing between donor-advised funds and private foundations

Choosing between donor-advised funds and private foundations

Choosing the right charitable giving vehicle can make all the difference in achieving your philanthropic goals. Whether you’re drawn to the simplicity of a donor-advised fund or the control and legacy-building potential of a private foundation, understanding the key differences is essential. Explore how these tools can amplify your impact and help you create a lasting legacy.
Revamp Your Financial Strategy with Outsourced Accounting Solutions

Revamp Your Financial Strategy with Outsourced Accounting Solutions

Discover how outsourced accounting solutions are becoming essential for organizations navigating financial disruptions and complex compliance challenges. Learn how these services offer expertise, efficiency, and scalability, enabling businesses and nonprofits to focus on growth and sustainability. Dive deeper into strategic insights and expert advice for a robust financial roadmap.
Mitigating liability as a 401(k) plan sponsor: your role as a fiduciary

Mitigating liability as a 401(k) plan sponsor: your role as a fiduciary

Offering a 401(k) plan to your employees is not just a perk—it's a significant fiduciary responsibility under ERISA that requires careful oversight and compliance to shield both the plan and its participants. Discover the core duties and common pitfalls that come with managing a 401(k) plan, and learn best practices for mitigating liability while securing your team's financial future. Stay informed on regulatory changes and proactive measures to protect your organization in this detailed guide.
What to consider if you’re financing the sale of your business

What to consider if you’re financing the sale of your business

Financing the sale of your business can be a challenging process. This article outlines what you need to know and consider, helping you make a strategic move. Read on to ensure your business sale goes as smoothly as possible.
Navigating Payroll for Small Businesses: Best Practices and Challenges

Navigating Payroll for Small Businesses: Best Practices and Challenges

Mastering payroll isn't just about cutting checks—it's key to employee satisfaction and business compliance. This article explores essential strategies for efficient payroll management, from understanding key components to navigating common challenges, with expert tips on leveraging automation and professional services. Unlock smoother operations and avoid costly pitfalls by diving into these invaluable insights.

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