For businesses, smart timing of deductible expenses can be a key strategy in year-end tax planning. But understanding exactly what’s deductible and what’s not isn’t easy.
Review Your Business Expenses Before Year End Read More »
Health Savings Accounts offer several valuable tax benefits. But you can contribute to one only if you have a high-deductible health plan.
Is an HDHP Plus an HSA a Financially Smart Health Care Option for You? Read More »
The Social Security tax rate is 6.2%, or twice that if you’re self-employed. Find out if you’ll have to pay Social Security tax on all your wages and self-employment income in 2026.
How the Social Security Wage Base Will Affect Your Payroll Taxes in 2026 Read More »
If your manufacturing company is considering building a facility in a rural area, doing so in a Qualified Opportunity Zone may be beneficial.
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 »
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 »
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 »
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 »
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 »
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 »
