How Does the New Tax Law Affect Your 529 Plan?

The new Tax Cuts and Jobs Act signed into law provides the most significant tax reforms since the Tax Act of 1986.  These new sweeping changes will impact nearly everyone in the United States, but what does the new law mean for those saving for education? The new law means

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The Proposed Trump Tax Plan – What You Need to Know

On April 26, 2017, President Donald J. Trump and his Administration unveiled their proposed changes to the tax code.  Here are the most important items you need to know: CORPORATE & PASS-THROUGH TAX RATE – The proposed plans would reduce the corporate rate from 35% to 15%. This reduced corporate

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Stay One Step Ahead of the Competition

In today’s world, analytics and technology are essential tools in winning over customers. Time and time again, we hear about “big data” and how analytics are playing an important role for organization. But it is often unclear how businesses are supposed to be using “big data” technologies. Big Data Takeaways

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The Real Profit Drivers with Al Bates

On Wednesday, September 16, 2015 the 18th Annual Wholesale/Distribution seminar took place at Xavier University. Dr. Albert D. Bates, our featured guest, presented to clients by breaking down the profit barriers in distribution, with the overall theme of “The Real Profit Drivers.” Bates is the founder and Chief Sophist

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Positive Economic Indicators for Wholesalers/Distributors

By Katie Dempsey The wholesale and distribution industry had some positive economic indicators in the first quarter of 2014; statistics either remained consistent with historical norms or increased. Jobs increased 0.73% from February to March, which is consistent with the March increases over the last four years.  Job numbers seem

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