Archive of Situation Analysis Articles

• 5 Ways to Raise Your Small Business’s Visibility in 2026
  In 2026, small businesses that blend local SEO, authentic content, AI tools, and community connections will stand out, earn trust, and grow visibility.... more
• Current Gig Economy Policy Impacts (as of December 2025)
  The gig economy keeps expanding, offering flexibility and growth, but workers and businesses must adapt to shifting rules and economic pressures.... more
• Navigating Inflation’s Grip: A Top Challenge for Small Businesses in 2026
  Despite inflation, resilient small businesses can adapt, innovate, and emerge stronger in the year ahead.... more
• Year-End Tax Planning for Small Businesses Under the One Big Beautiful Bill Act
  Year-end planning matters. OBBBA offers permanent tax perks—use them now to cut liability, increase deductions, and fuel growth as you enter 2026.... more
• OBBBA Permanent Expensing for Businesses: A Game-Changer in Tax Policy
  The OBBB makes expensing permanent, boosting cash flow, certainty, and investment to strengthen US businesses and economic growth.... more
• The Impact of the One Big Beautiful Bill Act on Small Businesses
  The OBBBA delivers lasting tax relief, boosting small business growth, innovation, and competitiveness, though careful planning is key to maximize benefits.... more
• Business Owners Optimistic in the Face of Significant Challenges
  In 2025, small businesses stay resilient—driven by adaptability, tech adoption, and strong consumer demand despite economic uncertainty.... more
• Adapting to Mandatory HR Compliance Changes
  Small businesses can meet SECURE 2.0 Act demands by staying informed, using checklists, and taking proactive steps to ensure smooth HR compliance.... more
• How Trump’s Tax Plan Will Impact Your Small Business
  Trump’s tax plan offers savings for small businesses, but rising costs and deduction limits mean smart planning is key to staying ahead.... more
• Building a Recession-Proof Business Model for Your Small Business
  With diversification, loyalty, efficiency, adaptability, and strong finances, small businesses can survive downturns and thrive in any economy.... more
• Best Practices for Using Digital Tools to Improve Lead Generation
  Digital tools are now essential for lead generation. With the right strategy and tech, small businesses can boost growth, engagement, and client retention.... more
• Five Ways Tariffs Could Affect Small Businesses
  Tariffs challenge small businesses with higher costs and uncertainty, but diversifying suppliers, pricing strategies, and efficiency can help mitigate their impact.... more
• How Upcoming Tax Legislation Could Impact Small Businesses
  Stay informed, plan ahead, and seek expert advice to navigate tax changes, minimize risks, and position your small business for future growth.... more
• Small Business Trends for 2025
  In 2025, small businesses must embrace AI, personalization, e-commerce, and community ties to adapt, grow, and thrive in a dynamic market.... more
• 5 Key Challenges Small Businesses Will Face in 2025
  As 2025 nears, small businesses must tackle challenges like labor shortages, rising costs, AI integration, cybersecurity risks, and shifting consumer expectations.... more
• Networking Your Way to Business Success
  Surround yourself with positive influences for growth. Build a network of people who inspire, support, and elevate your journey... more
• 5 Year-End Tax Planning Moves for Small Businesses and the Importance of Starting Early
  Start year-end tax planning early to maximize deductions, manage income, optimize retirement contributions, and implement effective tax-saving strategies.... more
• Boosting Revenue Without Increasing Sales: A Strategic Guide
  Boost revenue and profitability by focusing on retaining and satisfying existing customers through exceptional service, rather than solely pursuing new sales.... more
• How to Rent Space for Your Business
  Renting a space is crucial for your business’s success. Carefully plan, research, and negotiate to find a location that matches your growth goals.... more
• Making Your Small Business a Beacon of Value in an Inflationary Sea
  Inflation pressures wallets, but small businesses can thrive by offering value, transparency, and community support, building resilience and customer loyalty.... more
• The AI Advantage: How Small Businesses Can Thrive in the Age of Intelligence
  Artificial intelligence (AI) is no longer the realm of science fiction. It’s rapidly transforming the business landscape, and small businesses have the potential to benefit tremendously from this revolution.... more
• Battling the Inflationary Beast: Strategies for Small Businesses in 2024
  Combatting inflation: Cost management, strategic pricing, leveraging workforce, diversification, financial planning, and risk management are key.... more
• Does Your Business Need a CFO?
  When growth surpasses current financial management, hiring a CFO is crucial for strategic insights and risk management.... more
• Navigating Turbulent Waters: Ten Biggest Issues Facing Small Businesses in 2024
  Adaptation, innovation, and resilience are key for small businesses to thrive amidst challenges and opportunities in 2024.... more
• Getting Ready for Tax Season – Your Small Business Tax Preparation Checklist
  Prepare for tax season by meeting with your bookkeeper, gathering documents, verifying expenses, and setting aside funds for payments.... more
• Small Businesses are Discovering the Power of Health Savings Accounts
  HSAs provide tax benefits: deductible contributions, tax-deferred growth, and tax-free medical withdrawals. Consult a financial advisor for optimal use.... more
• 5 Innovative Ways to Fund Your Small Business
  Diverse funding options exist for small businesses: crowdfunding, peer-to-peer lending, online lenders, asset-based financing, and banking relationships.... more
• Businesses Should Plan Ahead for Year-End Tax Strategies
  Strategize year-end tax plans now! Defer income, accelerate expenses, or invest in equipment. Expert advice ensures optimal savings.... more
• Branding Your Small Business for a Competitive Edge
  Branding is crucial for small businesses. Define your identity, create a strong website, embrace content marketing, and focus on the customer experience to gain a competitive edge.... more
• How to Increase Revenue in Your Business (without New Sales)
  Make customer service your top priority! You’ll see improvements to your bottom line. Here is why you should do it and how you should do it.... more
• Small Businesses Not Innovating Risk Obsolescence
  Innovation doesn’t occur in a vacuum. Identifying and adopting innovative ideas and strategies to create more value in your business must be integral to your planning process.... more
• Business Owners Do Better with a Coach
  Top athletes hire a team of coaches to help them get to the next level of performance. Learn how business owners can benefit from working with a coach.... more
• How to Support Your Employees When Selling the Business
  Keep your employees’ best interests in mind when selling your business. Here are some tips to make them your central focus and ensuring a smooth transition while increasing the value of your business.... more
• Strategies for Optimizing Remote Worker Productivity
  Businesses can optimize remote worker productivity utilizing these suggested strategies, such as strong leadership and frequent communications with their employees.... more
• LLC or S-Corp, How to Choose the Right Business Structure
  Know the key differences in business structures and which is right for your business. There are significant legal and tax implications. Here is some basic information to help you get started.... more
• SECURE Act 2.0 Impact on Business Owners
  There are provisions in the Secure Act 2.0 that target retirement savers new opportunities to save while enhancing benefits of retirement accounts. Your business will benefit.... more
• Are You Working in Your Business or On Your Business? The Key to Growth is Delegation
  Create the conditions that allow you to focus almost exclusively on your core competencies and those activities that lead directly to revenues and profits. Grow your business by delegating.... more
• New Legislation Expected to Boost Pooled Employee Plans and Small Business Tax Incentives
  A bill before Congress called the Simplifying Small Business Retirement Savings (SSBRS) Act could make it easier and cost-effective to offer retirement plans to employees. Here’s a look at this proposed bill.... more
• Tips for Growing Your Business in 2023
  When growing your business, there are certain fundamental principles that can significantly increase your chances of success. Learn these principles.... more
• Year-End Tax Planning for Business Owners
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• 2021 Tax Law Changes for Small Business Owners
  Here is an overview of 2021 tax law changes for small business owners. Consult with your CPA for all the changes that may affect your small business.... more
• There’s Still Time to Claim the Employee Retention Credit. What is it, and How to Qualify
  The Employee Retention Tax Credit (ERTC) can still be a critical lifeline for eligible businesses struggling to emerge from the havoc of COVID. Learn how it may help your business.... more
• Plan Your Equipment Purchases Now for a Significant Year-End Tax Deduction
  If you have been considering a capital expenditure for your business, now would be the time to sit down with your business bank to discuss your best financing options.... more
• Pre-Funding Your Business Exit with Excess Cash
  Create a plan to accumulate retirement capital. If you’re behind the savings curve because you’ve focused on investing in your business, you have several options that will enable you to catch up.... more
• Navigating Your Small Business Through Economic and Market Turmoil
  Business as usual is less effective for businesses being rocked by external events, such as inflation, a declining stock market, or local market turmoil. But there are ways to manage your growth.... more
• With Inflation Surging, a Midyear Review is More Critical Than Ever
  It is always good to do a midyear review and this year is more critical than ever. Here are the steps to conducting a midyear review.... more
• Five Ways a Financial Advisor can Help Your Small Business
  Good financial advisors have the skill and expertise to discover gaps in the financial management of your business. Here are 5 ways they can help you.... more
• Is Telework Becoming Essential for Small Businesses?
  Businesses have found they can increase productivity, employee retention, and profits with a properly structured telework regimen. Here are the facts about telework for small business.... more
• Should a Small Business Offer a Retirement Plan for Their Employees?
  Generate a net gain for your business by offering a retirement savings plan for your employees. It can provide you with lower employee turnover cost, higher profits and tax savings.... more
• More States Adopt the Pass-Through Entity (SALT Cap Workaround)
  As of December 1, 2021, nearly 20 states had enacted the PTE election with more to follow. There are some real and potential caveats PTE taxpayers need to consider.... more