It Depends: Daily Summaries Delivered

Resistance Is Not The Enemy

Resistance is not the enemy of change. In Episode 29, Managing Partner and CEO Jennifer DuBois sits down with host Clarissa Hoffman to unpack what actually drives successful organizational change. Her advice for any organization preparing for a major shift might surprise you.

Knowing the Right Time to Hire a CPA

For many people, the question of when to hire a CPA often comes up during tax season. But according to Larry Martin, a Hantzmon Wiebel Consultant, the better answer is often much earlier.

Qualified Opportunity Zones and the 2026 Tax Deadline

In this episode of It Depends, host Clarissa Hoffman sits down with tax partner Kendra Stribling to break down what Qualified Opportunity Zone investors need to know before the December 31, 2026 recognition deadline for deferred capital gains. They cover the key tax benefits of QOF investing, the 180-day reinvestment rule, and how recent legislation making the program permanent creates new planning opportunities, including enhanced incentives for Rural Opportunity Zones. Whether you hold a legacy investment or expect future capital gains, this conversation will help you plan ahead with confidence.⁠

How Nonprofit Organizations Can Strengthen Their Financial Reporting

Employee Benefit Plans: Common Retirement Plan Pitfalls to Avoid

Midyear Budget Check-Ins Keep Plans Aligned

Turning Audit Season Into an Opportunity

Strategic New Year’s Resolutions for Business Owners

Strategic New Year’s Resolutions for Business Owners — One of the most impactful resolutions a business owner can make at the beginning of the year is to create or update a realistic budget. A well-designed budget should align with both growth objectives and profitability targets, serving as a roadmap for decision-making throughout the year.