--- title: Brixey & Meyer Blog | planning description: planning | Insights about accounting, taxes, retirement planning, audit & assurance services, businesses, valuation services and more. --- [![Brixey Meyer](https://blog.brixeyandmeyer.com/hs-fs/hubfs/raw_assets/public/Brixey_and_Meyer_January2023/images/Brixey-white.png?width=3092&height=1080&name=Brixey-white.png "Brixey Meyer")](https://www.brixeyandmeyer.com/) - [Home](https://www.brixeyandmeyer.com/) - [Our Services](https://brixeyandmeyer.com/#headline-143-59) - [Audit & Assurance](https://www.brixeyandmeyer.com/audit-and-assurance) - [CFO Services](https://www.brixeyandmeyer.com/cfo-services) - [Cyber Risk Management](https://www.brixeyandmeyer.com/cyber-sure) - [Environmental, Social & Governance](https://www.brixeyandmeyer.com/environmental-social-governance-services-esg) - [Human Resources](https://www.brixeyandmeyer.com/human-resources) - [Operations, Technology & Strategy](https://www.brixeyandmeyer.com/operations-technology-strategy) - [Retirement Plan Administration](https://www.brixeyandmeyer.com/retirement-plan-administration) - [State & Local Tax](https://www.brixeyandmeyer.com/state-local-tax) - [Tax Compliance & Consulting](https://www.brixeyandmeyer.com/tax-compliance-and-consulting) - [Transaction Advisory](https://www.brixeyandmeyer.com/transaction-advisory-services) - [Valuation](https://www.brixeyandmeyer.com/valuation-services) - [Insights](https://blog.brixeyandmeyer.com/) - [About](https://brixeyandmeyer.com/?page_id=206) - [About B&M](https://www.brixeyandmeyer.com/about-bm) - [Our Team](https://www.brixeyandmeyer.com/our-team) - [Join Our Team](https://www.brixeyandmeyer.com/join-our-team) - [Contact](https://www.brixeyandmeyer.com/contact) - [Get Started](https://www.brixeyandmeyer.com/get-started) - [Client Portal](https://www.clientaxcess.com/#/login) - [Make a Payment](https://secure.cpacharge.com/pages/brixeyandmeyer/payments) - [Home](https://www.brixeyandmeyer.com/) - [Our Services](https://brixeyandmeyer.com/#headline-143-59) - [Audit & Assurance](https://www.brixeyandmeyer.com/audit-and-assurance) - [CFO Services](https://www.brixeyandmeyer.com/cfo-services) - [Cyber Risk Management](https://www.brixeyandmeyer.com/cyber-sure) - [Environmental, Social & Governance](https://www.brixeyandmeyer.com/environmental-social-governance-services-esg) - [Human Resources](https://www.brixeyandmeyer.com/human-resources) - [Operations, Technology & Strategy](https://www.brixeyandmeyer.com/operations-technology-strategy) - [Retirement Plan Administration](https://www.brixeyandmeyer.com/retirement-plan-administration) - [State & Local Tax](https://www.brixeyandmeyer.com/state-local-tax) - [Tax Compliance & Consulting](https://www.brixeyandmeyer.com/tax-compliance-and-consulting) - [Transaction Advisory](https://www.brixeyandmeyer.com/transaction-advisory-services) - [Valuation](https://www.brixeyandmeyer.com/valuation-services) - [Insights](https://blog.brixeyandmeyer.com/) - [About](https://brixeyandmeyer.com/?page_id=206) - [About B&M](https://www.brixeyandmeyer.com/about-bm) - [Our Team](https://www.brixeyandmeyer.com/our-team) - [Join Our Team](https://www.brixeyandmeyer.com/join-our-team) - [Contact](https://www.brixeyandmeyer.com/contact) - [Get Started](https://www.brixeyandmeyer.com/get-started) # Brixey & Meyer Blog Posts about # planning [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning), [Takeaways](https://blog.brixeyandmeyer.com/topic/takeaways), [culture](https://blog.brixeyandmeyer.com/topic/culture), [brixey and meyer](https://blog.brixeyandmeyer.com/topic/brixey-and-meyer), [Strategy](https://blog.brixeyandmeyer.com/topic/strategy), [planning](https://blog.brixeyandmeyer.com/topic/planning), [Human Resources](https://blog.brixeyandmeyer.com/topic/human-resources), [Workplace Culture](https://blog.brixeyandmeyer.com/topic/workplace-culture) ## [From the Pitch to the Boardroom: Lessons from Liverpool FC’s Winning Culture](https://blog.brixeyandmeyer.com/from-the-pitch-to-the-boardroom-lessons-from-liverpool-fcs-winning-culture) In today’s world, "culture" is more than just a buzzword; it's the secret sauce driving success... 2 minute read [Read More](https://blog.brixeyandmeyer.com/from-the-pitch-to-the-boardroom-lessons-from-liverpool-fcs-winning-culture) [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning), [Takeaways](https://blog.brixeyandmeyer.com/topic/takeaways), [brixey and meyer](https://blog.brixeyandmeyer.com/topic/brixey-and-meyer), [Strategy](https://blog.brixeyandmeyer.com/topic/strategy), [Mission](https://blog.brixeyandmeyer.com/topic/mission), [planning](https://blog.brixeyandmeyer.com/topic/planning), [Human Resources](https://blog.brixeyandmeyer.com/topic/human-resources), [Mission Statement](https://blog.brixeyandmeyer.com/topic/mission-statement) ## [Strategic Planning Done Right: Create a Clear Mission Statement](https://blog.brixeyandmeyer.com/create-a-clear-mission-statement) Mission statements are not meant to hang on a wall. Instead, they embody the essence of an... 2 minute read [Read More](https://blog.brixeyandmeyer.com/create-a-clear-mission-statement) [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning), [Takeaways](https://blog.brixeyandmeyer.com/topic/takeaways), [brixey and meyer](https://blog.brixeyandmeyer.com/topic/brixey-and-meyer), [Strategy](https://blog.brixeyandmeyer.com/topic/strategy), [planning](https://blog.brixeyandmeyer.com/topic/planning), [Internal Control Environment](https://blog.brixeyandmeyer.com/topic/internal-control-environment) ## [Best Practices to Improve your Internal Control Environment](https://blog.brixeyandmeyer.com/best-practices-to-improve-your-internal-control-environment) Internal controls are a critical component to reliable financial reporting and regulatory... 2 minute read [Read More](https://blog.brixeyandmeyer.com/best-practices-to-improve-your-internal-control-environment) [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning), [Takeaways](https://blog.brixeyandmeyer.com/topic/takeaways), [brixey and meyer](https://blog.brixeyandmeyer.com/topic/brixey-and-meyer), [Strategy](https://blog.brixeyandmeyer.com/topic/strategy), [planning](https://blog.brixeyandmeyer.com/topic/planning), [Human Resources](https://blog.brixeyandmeyer.com/topic/human-resources), [X Factor](https://blog.brixeyandmeyer.com/topic/x-factor) ## [Strategic Planning Done Right: What is the X Factor?](https://blog.brixeyandmeyer.com/whatisthexfactor) Companies constantly strive to gain a competitive edge in today's cutthroat business landscape.... 2 minute read [Read More](https://blog.brixeyandmeyer.com/whatisthexfactor) [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning), [Takeaways](https://blog.brixeyandmeyer.com/topic/takeaways), [brixey and meyer](https://blog.brixeyandmeyer.com/topic/brixey-and-meyer), [Strategy](https://blog.brixeyandmeyer.com/topic/strategy), [planning](https://blog.brixeyandmeyer.com/topic/planning), [Human Resources](https://blog.brixeyandmeyer.com/topic/human-resources), [pitfalls](https://blog.brixeyandmeyer.com/topic/pitfalls) ## [Strategic Planning Done Right: Pitfalls to Avoid](https://blog.brixeyandmeyer.com/pitfalls-to-avoid) Strategic planning is crucial for organizations seeking clarity and alignment in their pursuit of... 2 minute read [Read More](https://blog.brixeyandmeyer.com/pitfalls-to-avoid) [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning), [Takeaways](https://blog.brixeyandmeyer.com/topic/takeaways), [brixey and meyer](https://blog.brixeyandmeyer.com/topic/brixey-and-meyer), [Strategy](https://blog.brixeyandmeyer.com/topic/strategy), [planning](https://blog.brixeyandmeyer.com/topic/planning), [Human Resources](https://blog.brixeyandmeyer.com/topic/human-resources) ## [Strategic Planning Done Right: What is Strategy?](https://blog.brixeyandmeyer.com/strategic-planning-done-right-what-is-strategy) Words morph over time, shedding their original meanings as they adapt to cultural shifts and... 1 minute read [Read More](https://blog.brixeyandmeyer.com/strategic-planning-done-right-what-is-strategy) [Tax Planning](https://blog.brixeyandmeyer.com/topic/tax-planning), [brixey and meyer](https://blog.brixeyandmeyer.com/topic/brixey-and-meyer), [planning](https://blog.brixeyandmeyer.com/topic/planning), [Tax](https://blog.brixeyandmeyer.com/topic/tax), [Tax Team](https://blog.brixeyandmeyer.com/topic/tax-team), [tax reform](https://blog.brixeyandmeyer.com/topic/tax-reform), [Tax updates](https://blog.brixeyandmeyer.com/topic/tax-updates), [HSA](https://blog.brixeyandmeyer.com/topic/hsa) ## [2024 HSA Contribution Limits](https://blog.brixeyandmeyer.com/2024-hsa-contribution-limits) The 2024 HSA Contribution Limits have been released by the IRS, which refer to the maximum dollar... [Read More](https://blog.brixeyandmeyer.com/2024-hsa-contribution-limits) [BUSINESS PLANNING STRATEGY](https://blog.brixeyandmeyer.com/topic/business-planning-strategy), [ohio](https://blog.brixeyandmeyer.com/topic/ohio), [planning](https://blog.brixeyandmeyer.com/topic/planning), [workplace productivity](https://blog.brixeyandmeyer.com/topic/workplace-productivity), [Management](https://blog.brixeyandmeyer.com/topic/management), [Audit](https://blog.brixeyandmeyer.com/topic/audit), [Experience](https://blog.brixeyandmeyer.com/topic/experience), [Shareholder](https://blog.brixeyandmeyer.com/topic/shareholder), [Tom Petrovic](https://blog.brixeyandmeyer.com/topic/tom-petrovic), [A&A](https://blog.brixeyandmeyer.com/topic/aa), [Audit Team](https://blog.brixeyandmeyer.com/topic/audit-team) ## [Ready to Make a Change? 5 Steps to Streamline Your Auditor Transition](https://blog.brixeyandmeyer.com/ready-to-make-a-change-5-steps-to-streamline-your-auditor-transition) Was your annual audit process painful? Did you hear more about issues, or did you access meaningful... 1 minute read [Read More](https://blog.brixeyandmeyer.com/ready-to-make-a-change-5-steps-to-streamline-your-auditor-transition) [Tax Planning](https://blog.brixeyandmeyer.com/topic/tax-planning), [brixey and meyer](https://blog.brixeyandmeyer.com/topic/brixey-and-meyer), [planning](https://blog.brixeyandmeyer.com/topic/planning), [Tax](https://blog.brixeyandmeyer.com/topic/tax), [Tax Team](https://blog.brixeyandmeyer.com/topic/tax-team), [tax reform](https://blog.brixeyandmeyer.com/topic/tax-reform), [Tax updates](https://blog.brixeyandmeyer.com/topic/tax-updates) ## [Tax Update: Changes to Health Savings Accounts](https://blog.brixeyandmeyer.com/tax-update-internal-revenue-bulletin-hsa-changes) The Internal Revenue Bulletin 2018-10 was released March 5, and the Internal Revenue Service (IRS)... [Read More](https://blog.brixeyandmeyer.com/tax-update-internal-revenue-bulletin-hsa-changes) [Tax Planning](https://blog.brixeyandmeyer.com/topic/tax-planning), [brixey and meyer](https://blog.brixeyandmeyer.com/topic/brixey-and-meyer), [planning](https://blog.brixeyandmeyer.com/topic/planning), [Tax](https://blog.brixeyandmeyer.com/topic/tax), [Tax Team](https://blog.brixeyandmeyer.com/topic/tax-team), [tax reform](https://blog.brixeyandmeyer.com/topic/tax-reform), [Tax updates](https://blog.brixeyandmeyer.com/topic/tax-updates) ## [Tax Cuts & Jobs Act - Key Takeaways for Businesses](https://blog.brixeyandmeyer.com/tax-cuts-and-jobs-act-key-takeaways-for-businesses) Our team has prepared a summary of key provisions from the Tax Cuts and Jobs Act (“Act”) which... 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