January 2025 Newsletter
As you navigate the new year, check out our newsletter for advice on how to change up your approach to recruiting and running your business.
Continue ReadingNew Year, New Ways of Doing Business
By Amy Conrad Manager, Accounting Services Email Amy As you enter the new year with a fresh slate, now is the chance to try different approaches in how you do
Continue ReadingTake a Different Approach to Finding Talent
By Eric Woodruff, CPA, CCIFP Partner, Director of Audit & Assurance Services Email Eric As artificial intelligence advances and the world begins to look more like a work of science
Continue ReadingDecember 2024 Newsletter
In this month’s newsletter, we invite you to learn about estate and gift tax exemption, inflation, our newest employees and more!
Continue ReadingEasy Ways to Fight Inflation
By Lisa Purichia Partner, Director of Accounting Services & Retirement Plan Services Email Lisa We’re in the midst of a critical time for small businesses. According to the U.S. Small
Continue ReadingEstate and Gift Tax Exemption: What Business Owners Should Know
By Christopher Sargent, CPA/ABV, AM Senior Analyst, Valuation & Litigation Services Email Chris The estate and gift tax exemption, currently at approximately $13.61 million per individual, is set to revert
Continue ReadingNovember 2024 Newsletter
Check out this month’s newsletter for information on financial reporting and future tax plans, Sponsel employee news and more!
Continue ReadingTax Plans for 2025 and Beyond
By Nick Hopkins, CPA, CFP® Partner, Director of Tax Services Email Nick As Donald Trump looks to enter his second term as President, there will be an increased focus on
Continue ReadingOctober 2024 Newsletter
With this month’s newsletter, we want you to face your financial fears, talk openly about finances, and meet one of our newest team members!
Continue ReadingFace Your Financial Fears
By Christopher Sargent, CPA/ABV, AM Senior Analyst, Valuation & Litigation Services Email Chris With Halloween season upon us, let’s face some fears. We’re all gearing up for it by watching
Continue ReadingTalking Dollars and Sense
By Skyler McCool Manager, Tax Services Email Skyler Finances affect people differently across various generations. While members of Generation Alpha (ages 14 and under) are just now starting to earn
Continue ReadingSeptember 2024 Newsletter
Learn about economic incentives, occupational fraud and our employees’ lives outside of the office in this month’s newsletter!
Continue ReadingWhat Economic Incentives Could You Receive?
By Nick Hopkins, CPA, CFP® Partner, Director of Tax Services Email Nick ~and~ Ben Worrell, MBA Principal, Location Advisory Services McGuire Sponsel Email Ben As you continue to build your
Continue ReadingPay Attention to the Patterns of Fraud
By Christopher Sargent, CPA/ABV, AM Senior Analyst, Valuation & Litigation Services Email Chris Even with a bevy of advanced security measures at our disposal, occupational fraud continues to ravage businesses
Continue ReadingAugust 2024 Newsletter
Do you know what a DLOC is? Do you know Sponsel CPA Group is turning 15 years old this year? Learn all of this and more in this month’s newsletter!
Continue ReadingIndiana Appeals Court Throws Out Discount for Lack of Control
By Christopher Sargent, CPA/ABV, AM Senior Analyst, Valuation & Litigation Services Email Chris ~and~ Jason S. Thompson, CPA/ABV, ASA, CFE, CFF Partner, Director of Valuation & Litigation Services Email Jason
Continue ReadingFiling Your Beneficial Ownership Information Report
By Liz Belcher, CPA Partner, Tax Services Email Liz Have you filed your Beneficial Ownership Information Report (BOIR) with the Financial Crimes Enforcement Network (FinCEN) yet? You may have heard of this
Continue ReadingJuly 2024 Newsletter
In this month’s newsletter, learn about the power of positivity, the best ways to prepare for retirement, what our employees are up to outside of the office and more!
Continue ReadingPositivity Pushes Productivity
By Lisa Purichia Partner, Director of Accounting Services & Retirement Plan Services Email Lisa Just 30 minutes of daily complaining can damage your brain. A Stanford University study shows that
Continue ReadingTake a Trial Run at Retirement
By Bill Barks Director, Retirement Plan Services Email Bill Time flies, and retirement can sneak up on you. This summer, you can prepare for it by using your vacation time
Continue Reading