If you’re looking for new ways to support and retain your workforce, a brand-new benefit option is now available to you and your employees. The recently enacted One Big Beautiful Bill Act (OBBBA) creates a savings vehicle called a Trump account, designed to help families build financial resources for their children’s futures. While Trump accounts …
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Running a successful mid-market business takes vision, dedication, and years of hard work. But building something valuable is only half the equation—protecting and transferring that legacy requires just as much strategic thinking and preparation. Most mid-market business owners, whether they’re family-owned operations or privately-held companies, face unique challenges when it comes to preserving their business …
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In a world where businesses increasingly rely on automated solutions and one-size-fits-all approaches, the financial services industry faces a critical choice: prioritize efficiency over relationships, or maintain the personal touch that builds lasting trust. At CJG Partners, we believe that personalized financial services foster lasting partnerships, providing the confidence and clarity you need to focus on …
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Your first financial audit can feel overwhelming—like that dentist appointment you’ve been putting off. The anticipation is often much worse than the actual experience, and understanding what to expect can help ease those pre-audit nerves. At CJG Partners, we guide small and mid-market businesses through audits regularly, and we’re here to help, not to catch …
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Understanding your company’s true value is the foundation of every major business decision you’ll make. But when exactly should you invest in a professional business valuation? The timing can make all the difference in maximizing your business’s potential. It’s Never Too Early According to business valuation expert Hank Boone, there’s “never a wrong time” to …
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For many small business owners, the need for assurance services is clear, but choosing the right option often feels like navigating a maze. Assurance services are independent professional services that enhance the reliability and credibility of information for decision-makers. These services, often provided by CPAs, assess the accuracy and effectiveness of financial information, internal controls, …
Read more “Audit, Review, or Compilation: Which Assurance Service Does Your Business Need?”
Building on the foundational strategies from part one of our tax planning strategies series, let’s explore five additional tax planning strategies that can impact your bottom line. These strategies encompass a range of approaches, from real estate optimization to startup incentives and entity selection. Cost Segregation Study: Accelerating Real Estate Deductions If you own commercial …
Read more “From Real Estate to Startups: 5 Tax Strategies Your Business Needs to Know”
Thoughtful tax planning can be the difference between keeping thousands in your pocket or sending them to the IRS. While many business owners focus on growing revenue, the most successful ones understand that strategic tax planning is equally important for building wealth. Here are four powerful strategies that can significantly reduce your tax burden. Cash …
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While much attention has focused on the One Big Beautiful Bill Act (OBBBA) business tax provisions, the legislation also delivers significant individual tax changes that directly impact business owners and their families. From enhanced estate planning opportunities to new temporary deductions, these personal tax modifications create both immediate benefits and long-term planning considerations that should …
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President Trump’s signature on July 4th delivered comprehensive tax reforms that will reshape the business tax landscape. The One Big Beautiful Bill Act (OBBBA) preserves numerous expiring business tax benefits while introducing new cuts aimed at promoting economic growth. For small to mid-market businesses, these changes present significant planning opportunities worth exploring. Business Tax Benefits …
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