News & Resources

On September 14, 2023, the IRS announced a moratorium on processing new Employee Retention Credit (ERC) refund claims through the end of the year.

The Employee Retention Credit (ERC) has become a vital financial lifeline for small to medium-sized businesses, offering crucial support in the wake of economic challenges.

Tax planning plays a crucial role in empowering businesses and individuals to proactively manage their financial future. By understanding your tax obligations, optimizing income and deductions, and implementing tax-efficient investment strategies, you can effectively minimize your tax liabilities and maximize your savings.

Percipio Business Advisors, joined by the Greater Omaha Chamber, celebrated their grand opening of business operations with a ribbon-cutting ceremony on Thursday, May 18th. More than 50 clients, employees, Chamber members, and community leaders were present to celebrate the launch.

While rising interest rates and somewhat unpredictable market volatility put a strain on business finances, M&A activity is expected to remain strong throughout 2023. Corporations that are well-positioned have the opportunity for growth through targeting deals within core business sectors and utilizing alternative capital funding methods.

Outsourcing CFO and Controller duties allows company management to do what they do best, focus on the operations while trusting accounting and finance experts to optimize financial planning, manage cash flows, and provide management with the tools necessary to make highly educated, data-driven decisions.

Beginning in 2020, the federal government implemented the Employee Retention Credit (ERC) in order to incentivize businesses to retain employees by offsetting costs in the form of a tax credit. Recent extensions and changes allow for more businesses to qualify for and take advantage of the credit.