What Do the 2026 Cost-of-Living Adjustment Numbers Mean for You?
Take these 2026 cost-of-living adjustments into consideration as you work on your year-end tax planning.
What Do the 2026 Cost-of-Living Adjustment Numbers Mean for You? Read More »
Receive $10,000 in Cash at Your Business? The IRS Wants to Know About It
Did your business receive more than $10,000 in cash? You may be required to file Form 8300 with the IRS. Learn what counts as “cash” and how to stay compliant.
Receive $10,000 in Cash at Your Business? The IRS Wants to Know About It Read More »
A Quiet Trust Has Its Benefits, but an Incentive Trust May Be a Better Option
Considering a quiet (silent) trust? Learn when delayed disclosure helps, where it can backfire, and how incentive trusts with thoughtful discretion may better align with your family’s goals.
A Quiet Trust Has Its Benefits, but an Incentive Trust May Be a Better Option Read More »
Building a Better Nonprofit Budget
Strengthen your nonprofit’s budget with holistic inputs, forecasting and scenario modeling, rolling updates, and a disciplined reserve policy to align funding with mission needs.
Building a Better Nonprofit Budget Read More »
Larger QBI Deductions Will Soon Be Available to Many Manufacturers
OBBBA makes the Section 199A QBI deduction permanent and expands phase-in ranges beginning in 2026—steps that can boost deductions for many pass-through manufacturers. See what’s changing and how to plan.
Larger QBI Deductions Will Soon Be Available to Many Manufacturers Read More »
Run a Business With Your Spouse? You May Encounter Unique Tax Issues
Spouse-run businesses face unique tax pitfalls. Learn how partnership treatment drives SE tax and compare three strategies—community property sole prop, S-corp conversion, or hire-spouse approach—to cut exposure while staying compliant.
Run a Business With Your Spouse? You May Encounter Unique Tax Issues Read More »
Evaluating Business Decisions Using Breakeven Analysis
Use breakeven analysis to quantify pricing, equipment, and expansion decisions—classify costs, compute contribution margin and breakeven point, and track your safety margin to guide profitable action.
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Is a Custodial Account Right for Your Family?
Weigh the pros and cons of UGMA/UTMA custodial accounts versus new Trump Accounts, including control, tax treatment, penalties, and education-planning tradeoffs to decide what fits your family’s goals.
Is a Custodial Account Right for Your Family? Read More »
5 Ways Your Business Can Build a Stronger Annual Budget
Strengthen next year’s budget with five proven steps—optimize data, involve the whole organization, communicate attainable targets, monitor cash flow, and engage an objective advisor to improve forecasting and results.
5 Ways Your Business Can Build a Stronger Annual Budget Read More »
Teachers and Others Can Deduct Eligible Educator Expenses This Year — And More Next Year and Beyond
Beginning next year, eligible educators will have an additional deduction opportunity under the One Big Beautiful Bill Act (OBBBA).