Category: Business Owners

Business Owners

Hurricane Season Checklist for Business Owners by Kevin McNally, JD


Posted on June 23, 2022 by Kevin McNally

Whether you are a long-time Florida business owner, or you recently relocated your company or staff to the state, it is that time of year when you must begin preparing for hurricane season, which runs annually from June 1 through November 30. The following checklist is intended to help you protect and preserve your assets, […]

Important Considerations for Adapting to Evolving Market Demands and Changing Business Models by Hector E. Aguililla, CPA


Posted on June 07, 2022 by Hector Aguililla

The pandemic and subsequent years of economic uncertainty have proven that change is the one constant business leaders must accept and continually prepare for, not only to survive, but also to thrive over the long term. While changes may involve modifications to specific segments of a business, such as narrowing or expanding geographic distribution, products […]

Podcast – BPB Knows SOC Reporting


Posted on June 02, 2022 by Steve Nouss

In this episode Director of Consulting Services Steve Nouss explains the various types of SOC reports. Companies that have their processes reviewed under SOC standards give peace of mind to vendors and customers.

Podcast – BPB Knows Estate Planning


Posted on May 19, 2022 by Jeffrey Mutnik

In this episode Director of Tax Services Jeff Mutnik explains when someone needs an estate plan and the potential tax and legacy value in creating a plan, including avoiding probate and trusts you can control before and after death.

Owning and Selling C Corporations vs. S Corporations by David E. Kolan, CPA


Posted on May 18, 2022 by David Kolan

The pandemic has spurred a tsunami of entrepreneurial new businesses. According to the U.S. Census Bureau, a record 5.4 million new business applications were filed in 2021, compared to 4.4. million in 2020 compared to 3.5 million before the pandemic in 2019. Whether these ventures will prove successful remains to be seen, but each one […]

What To Do After Filing Your Tax Returns by Tomoko Shoji, CPA/PFS, CFP


Posted on May 10, 2022 by Tomoko Shoji

Congratulations! You filed your tax return (or requested a filing extension) and paid your tax liabilities by the April deadline. However, there are circumstances for which you may need to amend your return and/or attempt to reduce your tax liabilities for the current year. Following are some tips to keep in mind after filing your […]