Insights and Resources

October 2025

New Magazine

New body

In This Issue:

  • Building a budget and forecast system for your business
  • Middle-Market Tax Strategy Playbook: Making Sense of the “One Big Beautiful Bill”

Building a budget and forecast system for your business

The harsh reality is that many business failures are caused by poor financial planning and cash flow management. Despite this, surprisingly few companies invest in building robust systems for forecasting and tracking their financial future. Learn the fundamentals of building and maintaining a budget and forecast for your business.

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Middle-Market Tax Strategy Playbook: Making Sense of the “One Big Beautiful Bill”

Middle-market companies racing to decode the One Big Beautiful Bill could unlock millions in cash savings, but only if they act before the 2028 deadlines slam shut. A three-month delay on a single construction milestone can erase seven figures in present-value tax savings.

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Previous Issues

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