Written by: Lauren Otto As the summer is in full swing, you’ve probably moved on from “tax season” and shifted your attention back to work, family, travel, and everything else competing for time. And that’s understandable. Taxes are rarely something you want to think about in the heat of the summer. But from a planning […]
Funding the Next Phase: Tax-Smart Ways to Finance Your Business Growth
At some point, every growth-minded business owner hits a familiar crossroads. You’ve proven the model and the demand is there. You’ve outgrown your space, your systems, or even your leadership bench. You’re ready for the “next phase” of growth but growth takes capital, and capital decisions have consequences. I work with many of our clients engaged in acquiring or selling businesses, so I’ve had the […]
Auto-Enrollment and SECURE 2.0: What Business Owners Should Do Before Midyear
Written By: John Kemen If you sponsor a retirement plan for your employees, or you’ve been thinking about starting one, there’s a good chance you’ve heard the phrase “SECURE 2.0” more times than you can count. It’s one of those laws that brought a lot of change to the retirement plan world, and it can […]
What Your Business Needs to Know About PCI Compliance in 2026
Written by Tyler Bick If your business accepts credit or debit cards, whether in person, online, or through a mobile device, payment security rules apply to you. Over the last several years, PCI Compliance standards have evolved in ways that affect not only IT, but also operations, management, and the vendors that support your payment […]
Setting Up for Success: How to Choose the Right Business Structure in 2026
Choosing the proper business structure isn’t just a legal formality; it’s one of the most critical financial wellness decisions an entrepreneur can make. The structure you select determines how you’re taxed, what liability protection you have, how easily you can raise capital, and what compliance requirements you’ll face as your business grows. As 2026 approaches, […]
Employee Gifts and Holiday Parties: What Is and Isn’t Tax Deductible?
The holiday season is a time for celebration, appreciation, and, if you’re a business owner, essential tax planning. Whether you’re hosting a festive holiday party or handing out thoughtful employee gifts, knowing what the IRS allows you to deduct can make a big difference when tax season rolls around. At Burke CPA and Advisors, we […]
Can a Company Ever Grow Too Fast Too Soon?
Every business owner dreams of growth. More clients, bigger contracts, and increased revenue all signal success. But is there a point where growth becomes risky? Can a company actually grow too fast, too soon? At Burke CPA & Advisors, we’ve seen firsthand how unbridled expansion can strain resources, create financial vulnerabilities, and jeopardize long-term success. […]
PCI Compliance: What it means for your Business
What Is PCI Compliance? The Payment Card Industry Data Security Standard (PCI DSS) is a set of security standards developed by the major credit card companies (Visa, Mastercard, Discover, and American Express) and governed by the PCI Security Standards Council (PCI SSC). The goal is simple: ensure that all companies that process, store, or transmit […]
401(k) Auto-Enrollment: Turning compliance into a competitive edge
Starting in 2025, most new 401(k) plans will have a built-in feature: auto-enrollment. Thanks to the SECURE 2.0 Act, if you’re launching a retirement plan for your business, you’ll likely need to automatically enroll eligible employees, whether they ask for it or not. The goal is simple: help more people save for retirement. However, this […]
Tax Credit Opportunity
Kentucky Small Businesses Do you have a Kentucky business with 50 or fewer full-time employees? Have you purchased over $5,000 in equipment or technology? You may be eligible for substantial tax credits just by doing something you probably already are… growing! The Kentucky Small Business Tax Credit offers between $3,500 and $25,000 per year for […]