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Weinlander Fitzhugh

What is a cash balance retirement plan?

Curious about cash balance retirement plans? These plans can offer much higher contribution limits and potential tax advantages, but they also come with more complexity and commitment. Read on to see if this strategy might align with your goals – or if it’s something to skip altogether.

Scenario Planning: A Roadmap for Business Agility

In a world of constant change and unpredictability, scenario planning empowers businesses to anticipate multiple futures and make informed decisions. This strategic approach helps organizations manage risks, optimize resources, and stay agile amidst economic volatility, technological advancements, and shifting consumer preferences. Discover how scenario planning can transform your company’s resilience and growth potential.

Why your accounting firm should process your payroll

Payroll processing is a critical but time-consuming function for any business. While companies can process payroll in-house, outsourcing the function to your accounting firm can reduce risk, increase efficiency and provide much-needed peace of mind.

When a Growing Business Needs More Than a Bookkeeper

Has your business outgrown basic bookkeeping? If you’re facing bigger decisions, more complexity, or uncertainty about your financial future, it may be time to consider whether you need more strategic financial support than a bookkeeper can provide.

Unlocking Opportunities in a Shifting Economy

Economic upheaval doesn’t just bring challenges – it opens the door for businesses that are willing to adapt. Now is the time to rethink your operations and uncover new opportunities for growth.

Improving your cash flow

Cash flow management is critical for any business or organization, especially those in growth mode. If your business has ongoing cash flow issues or if you suddenly find yourself short of cash, there are steps you can take to assess and improve the situation.

When saying “no” to an inheritance might make sense

Most people spend time planning how to leave an inheritance—but far fewer consider when it might be smarter to decline one. In some cases, accepting assets can create unintended tax burdens or complicate long-term wealth planning. This article explores why, when, and how disclaiming an inheritance could be a strategic financial move.