Connections for Success

 

10.23.25

Understanding the Limitations to Holding Real Estate in an S Corp
Kaleb Spreitzer

At first glance, the benefits that come with an S corporation structure may make it seem optimal for holding real estate. That is not always the case, though. Read on to learn what you need to know before you go that route. The Appeal of S Corporations S corporations offer several advantages over other entity […]

10.10.25

Group Captives Can Reduce Insurance Costs for Manufacturers
Seamus M. Donoghue

Manufacturers have to manage a variety of risks, including equipment breakdowns, supply chain disruptions, regulatory changes, product liability and others. Plus, as manufacturers increasingly adopt the Internet of Things, artificial intelligence and other cutting-edge technologies, they are exposed to new risks, such as cybersecurity risks. Commercial insurance policies can be costly and may not cover […]

10.07.25

Not All Audits are the Same: A Rundown of What Your Not-For-Profit Might Need
Jurgita Kalina

Not-for-profit leaders and staff often regard the word “audit” with dread. After all, audits can be disruptive and cumbersome processes that eat up time and resources. But different types of audits come with other obligations and benefits. Here is what you need to know before you engage a financial professional to conduct an audit. Independent […]

09.23.25

100% Bonus Depreciation is Back: How to Make the Most of It
Tyler F. Adams

The new tax and spending legislation referred to as the One Big Beautiful Bill Act (OBBBA) makes permanent the Sec. 168(k) 100% first-year bonus depreciation deduction. Real estate businesses now can immediately deduct the full cost of eligible property, rather than spreading out depreciation deductions over several years. Bonus Depreciation in a Nutshell Bonus depreciation […]

09.16.25

Purchasing Fixed Assets? Make the Most of Depreciation Tax Breaks
Joyce Carlson

Manufacturing is a capital-intensive industry, making it essential for manufacturers investing in equipment, plant improvements or other depreciable property, to take full advantage of available tax incentives. This blog reviews Section 179 expensing and bonus depreciation. A sidebar details three potential tax pitfalls to be aware of with utilizing Sec. 179 expensing and bonus depreciation. […]

08.27.25

On Schedule for Retirement: Subject Your 401(k) Plan to a Wellness Check
Maureen Callahan

After setting up a 401(k) or other retirement plan, most people put it on “autopilot.” They check the balance from time to time to make sure it is growing at the rate they expected, but other than that they leave it alone. However, unless you are scrutinizing your plan’s performance, costs and other features on […]

08.14.25

Better Not-For-Profit Fundraising: Don’t Ignore State Solicitation Laws
Jeffrey Chiles

Not-for-profit organizations shoulder a wide range of different compliance responsibilities. With so much to manage, the initial and ongoing requirements of applicable state charitable solicitation laws can sometimes fall through the cracks. Here’s what you need to know to avoid the potentially costly consequences of failing to follow applicable laws and regulations. What Do the […]

07.10.25

The Future of Law: AI, Transformation and Opportunity
Jeffrey A. Hild

The legal industry has been undergoing a profound transformation over the past five years, driven by the integration of artificial intelligence (AI), evolving business models, shifting client expectations and market disruption. This change is not just about adopting new tools—it is about rethinking how legal work is done and delivered. AI as a Legal Game-Changer […]

07.09.25

The NCAA Settlement: What’s Next?
Sandy Burhans

On June 6, 2025, a federal district court judge approved a landmark settlement in the class action lawsuit known as House vs. NCAA, bringing an end to the amateurism model in college athletics. According to the judge, the settlement is expected to open the door for Division I student-athletes to receive about $1.6 billion in […]

06.24.25

Plan Forfeitures: Recent Lawsuits Create Uncertainty
Stephanie Zaleski-Braatz

Over the last couple of years, a surge in class-action lawsuits has raised questions about the proper use of plan forfeitures. Forfeitures occur when participants in 401(k) or similar defined-contribution plans leave the company before employer contributions have fully vested. Many plans use forfeited funds to offset future employer contributions, but the recent lawsuits allege […]

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