This edition of our newsletter provides a practical application of data analytics for modeling tariffs. We also explain the tax benefits of donor advised funds, show you how leaders set the tone for cybersecurity awareness, and celebrate our Top Workplace recognition!
Tariffs
Modeling the Impact of Potential Tariffs
If you are using blanket spreadsheet calculations to navigate tariffs, you might have hidden risks in your costing. What other tools are available? In this video, Chortek Partner Rick Sovitzky shows you how to combine Fathom’s goal-seeking features with Power BI’s data-transformation capabilities to model precise tariff impacts—and make smarter pricing, procurement, and volume decisions. This practical application of data analytics can bring a glimmer of clarity to a subject that is anything but clear. If you would like to learn more about implementing this at your business, you can schedule time to meet with Rick here.
Looking for a smart way to support the causes you care about while also maximizing your tax benefits? A donor advised fund (DAF) might be the charitable planning tool you didn’t know you needed. With the right strategy, a DAF can simplify giving, reduce your taxable estate, and provide long-term flexibility for how and when you give.
Leading the Charge in Cyber Awareness: How Business Leaders Can Set the Right Tone
Imagine spending hundreds of thousands on cutting-edge cybersecurity tools—only to have it all undone by one careless click. In today’s digital workplace, the biggest threat isn’t always a sophisticated hacker, but rather an uninformed employee. The good news? With the right training and leadership, your team can become your strongest line of defense.
On April 10th, 2025, we had the privilege of being awarded a Top Workplaces 2025 honor by Southeastern Wisconsin Top Workplaces. This is the third year our firm has participated in the program, and each year we have been thrilled to celebrate the honor. This year, we ranked number 25 out of 76 companies in the Small Business Category. We look forward to another year of growth and collaboration as we continue to serve our clients.
