4 min read
Long-Term Business Growth with a Strategic Financial Advisor
Running a business is a complex endeavor, requiring careful attention to both immediate operational needs and long-term financial health. While many...
Medical Deductions
4 min read
Why Hire a Financial Advisor for Your Business
Managing personal and business finances can be overwhelming. With fluctuating markets, evolving tax laws, and diverse investment opportunities,...
8 min read
Top Benefits of Hiring a Fractional CFO for Your Business
Scott Henvey: Dec 19, 2025 12:00:00 AM
A Fractional CFO is a highly experienced financial professional who provides executive-level financial management and strategy on a part-time or...
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3 min read
What’s the Difference Between Mergers and Acquisitions?
Scott Henvey: Dec 12, 2025 12:00:00 AM
Understanding mergers and acquisitions (M&A) is essential for businesses looking to grow, expand, or strengthen their market position. These...
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4 min read
How to Value a Merger or Acquisition: Key Methods and Strategies
Scott Henvey: Dec 5, 2025 7:09:33 AM
Accurately valuing mergers and acquisitions is a crucial step for any business seeking growth, expansion, or a stronger market presence....
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8 min read
Building a Stronger Business with a Solid Annual Budget
Scott Henvey: Nov 28, 2025 5:00:00 PM
Creating a solid annual budget is one of the most important steps in building a stronger, more resilient business. A well-planned budget serves as a...
2 min read
Is an HDHP plus an HSA a financially smart health care option for you? (Clone)
Scott Henvey: Oct 30, 2025 2:21:44 PM
Health care costs continue to increase. Pairing a high-deductible health plan (HDHP) with a Health Savings Account (HSA) can help. Insurance premiums...
1 min read
The IRS recently announced 2026 amounts for Health Savings Accounts
Scott Henvey: Jun 12, 2025 10:23:22 AM
The IRS recently released the 2026 inflation-adjusted amounts for Health Savings Accounts (HSAs). Employees will be able to save a modest amount more...
2 min read
Healthy savings: How tax-smart HSAs can benefit your small business and employees
Maurice La Verdure: Dec 2, 2024 1:02:53 PM
As a small business owner, managing health care costs for yourself and your employees can be challenging. One effective tool to consider adding is a...
2 min read
You don’t have to be in business to deduct certain vehicle expenses
Maurice La Verdure: Nov 11, 2024 11:08:23 AM
You don’t have to be in business to deduct certain vehicle expenses When you think about tax deductions for vehicle-related expenses, business...
2 min read
Inflation enhances the 2025 amounts for Health Savings Accounts
Maurice La Verdure: Jun 6, 2024 9:39:54 AM
The IRS recently released guidance providing the 2025 inflation-adjusted amounts for Health Savings Accounts (HSAs). These amounts are adjusted each...
2 min read
You may be entitled to tax breaks if caring for an elderly relative
Scott Henvey: Jun 5, 2024 2:28:02 PM
There are many rewards for taking care of an elderly relative. They may include feeling needed, making a difference in the person’s life and allowing...
2 min read
Health care self-insurance and stop-loss coverage: What business owners need to know
Scott Henvey: May 10, 2024 9:46:07 AM
For businesses, cost-effectively sponsoring a health insurance plan for employees is an ongoing battle. In the broadest sense, you have two options:...