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How stepping away helps business owners find gratitude and balance
The holidays can bring conflicting feelings for business owners. Between wanting to slow down and feeling responsible for keeping things running smoothly, finding the perfect balance is challenging for some[...]
Practical moves for year-end tax savings
November has arrived and with it brings business owners a final opportunity to reduce taxable income for the current year. Get practical, compliance-friendly options available to you before year-end[...]
ROI or money pit? Prioritizing home renovations with ROI and tax in mind
Every homeowner faces an endless list of potential projects, but not all renovations are created equal when it comes to your financial bottom line. Strategic home improvements can impact not only your future sale price, but also your utility bills, insurance costs, tax obligations, and overall financial position. Learn how[...]
Beyond basis: understanding at-risk limits on loss deductions
Learn how basis and at-risk amounts work together to determine loss deductibility in partnerships and S corporations, and why tracking both is essential for compliance and tax planning[...]
Corporate Grants and State Programs for Small Business Capital
Federal funding programs, such as SBA loans, may pause or face delays during a government shutdown. Unbeknown to some, there are several private companies who are championing small businesses with funding for operating capital. In addition to these corporate offerings, state funding options and grant portals remain available regardless of[...]
Halloween Candy Trivia Quiz
Think you know your Halloween candy? Take our fun quiz to test just how sweet your skill is for tricky trivia about treats[...]
Inflation-adjusted tax provisions: 2026 updates
Discover the latest inflation-adjusted tax changes for the 2026 tax year, driven by the One Big Beautiful Bill Act (OBBBA). From standard deduction hikes and modified marginal tax rate thresholds to expanded credits for adoption and employer-provided childcare, these updates can significantly influence your financial planning. Delve into how these[...]
A financial guide for heirs navigating inherited assets
Inheriting assets involves complex tax rules and time-sensitive decisions that can impact your financial outcome. This guide covers what heirs need to know about real estate, retirement accounts, and other inherited assets[...]
Getting more from every dollar: pre-tax arbitrage for business owners
Unlock the power of pre-tax spending to optimize your financial strategy and significantly reduce tax burdens. Discover how strategic spending can transform everyday expenses into effective wealth-building tools through educational assistance programs, healthcare accounts, and charitable giving policies. Learn how high-earning individuals and businesses can deploy these tactics to preserve[...]
Tax traps for real estate investors and how to avoid them
Uncover strategies to maximize benefits and minimize pitfalls, from understanding passive loss rules to mastering 1031 exchanges and differentiating repairs from capital improvements. Stay informed and effectively manage your investments amidst an ever-evolving tax landscape[...]
The Secure 2.0 Act’s New Retirement Plan Catch-Up Contributions
Final regulations have been issued on changes that the Secure 2.0 Act made to the provisions for catch-up contributions in employer retirement plans[...]
Building a budget and forecast system for your business
The harsh reality is that many business failures are caused by poor financial planning and cash flow management. Despite this, surprisingly few companies invest in building robust systems for forecasting and tracking their financial future. Learn the fundamentals of building and maintaining a budget and forecast for your business[...]
Tax breaks for tipped workers: qualifying for the new deduction
Discover how the groundbreaking "no tax on tips" provision in the new One, Big, Beautiful Bill (OBBBA) could transform the take-home pay for millions of tip-reliant workers starting in 2025. Learn which occupations qualify, the specific conditions required, and how to prepare for maximized savings under this potentially game-changing deduction[...]
U.S. Treasury Phasing Out Paper Checks
The U.S. Department of the Treasury announced that the federal government will stop issuing paper checks for most federal payments on September 30, 2025. The goal of this mandate is to reduce fraud and theft while also eliminating the delay of vital payments[...]
Beware of Phishing Emails
We want to remind everyone to stay vigilant when checking email. Cybercriminals are sending increasingly convincing phishing emails designed to steal personal or financial information[...]
Critical updates on energy credits
The One Big Beautiful Bill Act (OBBBA) is changing the landscape of energy tax credits by accelerating expiration dates, leaving homeowners, businesses, and car buyers scrambling to capitalize on incentives for renewable energy and clean vehicles. This article covers several upcoming deadlines for anyone planning energy-efficient upgrades or investments[...]