Sponsel CPA Group

If your retirement plan follows a calendar year, there's a good chance your Form 5500 filing is due by July 31.

Not sure if this applies to your plan? Now is a good time to check your filing requirements and make sure everything is on track. You can review the Department of Labor's official guidance here: https://cstu.io/98c261

If you have questions or want to confirm your filing obligations, we're here to help. Reach out before the deadline so we can help you stay on track.

💡 IRS Electronic Payments Reminder: What to Know

The IRS continues to encourage taxpayers to use electronic payment methods for tax payments and refunds. Electronic payments can help improve security, reduce processing delays, and provide faster confirmation of transactions.

Now is a good time to review how your tax payments and refunds are managed and evaluate whether electronic options could help streamline your processes.

📋 Is Your Buy-Sell Agreement Keeping Pace with Your Business?

As ownership structures, company value, and long-term goals evolve, outdated valuation methods, unclear triggering events, and ambiguous ownership provisions can create challenges during ownership transitions. Regular reviews can help ensure your agreement reflects current business realities, reduces the risk of disputes, and provides greater clarity when important decisions need to be made.

🔗 Read our full article: https://cstu.io/1fc3c8

📊 Is your business outgrowing its bookkeeping process?

As companies grow, financial complexity grows with them. Delayed reporting, inconsistent data, and limited cash flow visibility can make it harder to make confident decisions and plan ahead.

Recognizing the signs early can help strengthen your financial foundation and support long-term growth.

Our team works with growing businesses to improve reporting, enhance visibility, and provide strategic financial insight that scales with your business.

🔗 Read our full article: https://cstu.io/428e7c

⚖️ Valuation Insight and Litigation Support

Complex financial matters require more than surface-level analysis. Whether navigating shareholder disputes, succession planning, divorce litigation, or business acquisitions, credible valuation insight can play a critical role in protecting your interests and supporting informed decisions.

Our dedicated valuation and litigation team provides reliable analysis backed by industry experience, courtroom expertise, and a deep understanding of financial reporting and compliance considerations.

Learn more about our valuation and litigation services: https://cstu.io/f7d6c4

Happy Fourth of July from Sponsel!

As we celebrate Independence Day, we honor the spirit of freedom, opportunity, and hard work that continues to shape our communities and businesses.

Wishing you and your family a safe, happy, and memorable holiday.

Getting creative outside the office! 🎨🕯️

Our team recently spent some time at Pottery By You, where some crafted their own candles while others put their artistic skills to work creating pottery. It was a fun opportunity to unwind, try something new, and spend time together outside of the office.

A little break from the office and a sweet treat to brighten the day! 🍓

Part of our team took a walk down to the Indianapolis Strawberry Festival, then brought their treats back to the office to enjoy in the comfort of the A/C. Sometimes the best moments are the simple ones: good company, local traditions, and a chance to enjoy one of Indy’s favorite summer events.