Thompson Greenspon

10/20/2026

Have a will? Your estate may still go through probate.

Probate can be public, time-consuming and costly—potentially delaying access to assets, adding expenses and putting family matters into the public record.

The good news? Thoughtful estate planning using proper titling of assets, beneficiary designations and possibly a revocable trust can help certain assets avoid probate altogether, making the process more private and efficient for those you leave behind.

10/20/2026

Should your construction business jump on the AI bandwagon? One area where it’s gaining traction among tech-savvy contractors is estimating. We explore the potential benefits and risks.

Should your construction business jump on the AI bandwagon? One area where it’s gaining traction among tech-savvy contractors is estimating. We explore the potential benefits and risks.

10/19/2026

What happens if you don’t have a will?

If you die without one, state law decides who inherits your property, and the outcome may look very different from what you intended.

Unmarried partners, close friends, charities and others important to you may receive nothing, while blended families can face unexpected complications.

A thoughtful estate plan helps ensure your wishes—not a default formula—guide what happens next.

10/19/2026

If your business is booming, congratulations! Higher profits are great news, but don’t overlook your 2026 income tax obligations. Let’s explore ways to lower taxes and avoid tax-filing surprises.

Higher profits are great news, but don’t overlook your 2026 income tax obligations. Let’s explore ways to lower taxes and avoid tax-filing surprises.

10/16/2026

Estate planning isn’t only about what happens to your assets after you die. A thoughtful plan can help protect your wishes, your family, your business, and your ability to make important financial and healthcare decisions throughout your lifetime.

In recognition of National Estate Planning Awareness Week coming up October 19-25, Eric Fletcher, CPA, Principal and leader of Thompson Greenspon’s Private Client Services practice, explains the essential pieces of an estate plan—and why planning matters regardless of the size of your estate.

An estate plan isn’t a luxury reserved for the wealthy. Without a plan, the people you love most are left to navigate a system that wasn’t built with your family, your wishes, or your relationships in mind.

10/16/2026

Before acquiring a business, do you know what to look for in its financial records? Receivables, inventory, reconciliations and earnings trends can provide important clues.

Before acquiring a business, do you know what to look for in its financial records? Receivables, inventory, reconciliations and earnings trends can provide important clues.

10/15/2026

The threat of ransomware is hardly new, but it’s still very real. Many contractors may think their businesses are too small or not widely enough known to get hit. This article warns against complacency and outlines best practices to help protect a construction business from this type of cyberattack.

Best practices to help protect a construction business from this type of cyberattack.

10/14/2026

A pledge made today. A payment later. What belongs on the books in between? Learn how your nonprofit should recognize, document and value charitable pledges, and avoid common accounting missteps.

Learn how your nonprofit should recognize, document and value charitable pledges, and avoid common accounting missteps.

10/12/2026

Small business owners: Are you at risk for an IRS audit? How should you respond if you receive an IRS examination notice? Find the answers and discover ways to make the process more manageable. https://hubs.ly/Q04zwJWF0

10/09/2026

Audit challenges often stem from issues that could have been addressed months earlier. Discover some practical ways to help improve readiness, avoid last-minute scrambling and keep financial reporting on track.

Practical ways to help improve audit readiness, avoid last-minute scrambling and keep financial reporting on track.