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Pinion

Two Accounting Firms Join Forces Under Pinion

By Pinion Editorial | January 3, 2023
Reading Time: 2 minutes
January 3, 2023 –KCoe Isom, doing business as Pinion*, and Anderson ZurMuehlen, two leading U.S. accounting and business advisory firms, announced they have combined businesses, effective January 1, 2023. Pinion will provide expanded advisory services, resources, and outstanding career opportunities, building the foundation required for long-term growth and a stronger …

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strategic planning

Strategic Planning for 2023: Flexibility and Purpose are Key

By Pinion Editorial | December 21, 2022
Reading Time: 2 minutes
Foreseeable business trends for 2023 are set to center around accelerated digital transformation, inflation, supply chain security, continued talent challenges, and sustainability – to name a few. “As we’ve learned in the recent past, the future is anything but predictable. This makes it extremely important to stop ‘guessing’ and instead, …

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loan renewal

5 Tips to Improve Your Loan Renewal Process

By Pinion Editorial | December 20, 2022
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Reading Time: 3 minutes
This year has been anything but conventional, and the lending environment is trending the same. We are seeing decades-high inflation and interest rates as high as 5-7%. With smaller margins this 2022 crop year, there will likely be more ag operations planning to work with lenders and other business partners …

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succession

Answering ‘Who Comes Next?’: Key Ways to Avoid Succession Failure

By Pinion Editorial | December 19, 2022
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Reading Time: < 1 minute
Ten thousand Baby Boomers retire daily. Yet only 21% of organizations report having a formal plan for succession in place. Time and time again, not having a succession plan in place has proven itself the biggest detriment for business survival in uncertain times. Pinion Next Gen Advisors share succession planning …

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How to Increase Your Profitability This Harvest Season

4 Smart Business Moves for Farms in 2023

By Pinion Editorial | December 13, 2022
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Reading Time: 2 minutes
With planting and input decisions already heavy on their minds, ag businesses are asking how they should manage their decisions around raised input costs and higher interest rates – and a potentially challenging year ahead.  Pinion ag advisor, Kala Jenkins, outlines four smart risk management and business moves that can …

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Regional Industries - Community Banks

We Have Unrealized Losses – What Should We Do?

By Pinion Editorial | December 9, 2022
Reading Time: 2 minutes
With rising interest rates, we’ve received an influx of questions about the impact on the unrealized losses in the bank’s investment portfolio. Most banks classify their securities as available for sale (AFS), which requires them to record the asset at fair value, with an unrealized gain or loss (URGL) in …

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DOL Guidance for Employers: Action Needed for April 1

Schedule K-2 and K-3 Filing Requirements for 2022: IRS Changes Timeline

By Pinion Editorial | December 8, 2022
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Reading Time: < 1 minute
The landscape of the 2022 tax season has changed with respect to the Schedule K-2 and K-3 filing reporting.  Penalties apply if the forms are required but not filed. The initial 2022 IRS draft pass-through entity instructions required qualifying entities to send notifications to owners by January 15, but IRS …

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