Trends & Insights

S-corporations 101: FAQs for business owners

S-corporations 101: FAQs for business owners

S-corporations are one of the most frequently discussed (but often misunderstood) tax structures for small business owners. While they can offer ...
Celebrating Heart Month and Wear Red for Women Day

Celebrating Heart Month and Wear Red for Women Day

IRS clarifies 100% first-year bonus depreciation rules

IRS clarifies 100% first-year bonus depreciation rules

The IRS recently issued new guidance clarifying how the permanent 100% bonus depreciation deduction will work moving forward. This allows ...
The mega backdoor Roth: a straightforward strategy for high earners locked out of Roth IRAs

The mega backdoor Roth: a straightforward strategy for high earners locked out of Roth IRAs

For high-income professionals locked out of traditional Roth contributions, mega Roth conversions offer a powerful alternative. By contributing ...
AI and Fair Lending: Why Financial Institutions Must Maintain Vigilance Despite Shifting Regulatory Priorities

AI and Fair Lending: Why Financial Institutions Must Maintain Vigilance Despite Shifting Regulatory Priorities

Recent regulatory shifts have created uncertainty about fair lending oversight. But financial institutions can't afford to reduce their ...
The State Of Our Firm – January 2026

The State Of Our Firm – January 2026

Clients & Friends, As we reflect on 2025, I am proud to share that it was a year of meaningful progress, strong performance, and ...
Your 2026 Tax Season Survival Guide

Your 2026 Tax Season Survival Guide

For most people, tax season brings a quiet panic about what they might be forgetting and a last-minute rush to pull everything together before ...
1099 Season Is Here: What Employers Need To Know

1099 Season Is Here: What Employers Need To Know

Businesses must prepare 1099s for contractors and vendors by February 2, 2026. Understanding which forms to use and getting organized now can ...
Crisis-Proofing Your Business: Strategic Response Tactics

Crisis-Proofing Your Business: Strategic Response Tactics

Learn how to prepare for and respond to a business crisis with proven strategies. This guide covers real-world missteps, leadership tactics, and ...
The Capital Gains Tax Traps Even Savvy Investors Miss

The Capital Gains Tax Traps Even Savvy Investors Miss

Think you know how capital gains work? Think again. Here are 4 surprising capital gains mistakes investors make—and how to avoid a surprise tax bill.
Revocable vs. Irrevocable Trusts: What’s the Difference?

Revocable vs. Irrevocable Trusts: What’s the Difference?

Trusts are powerful estate planning tools, but not all trusts are created equal. In this video, we break down the key differences between ...
Historic FSA update: employers must act before year-end if they want to raise dependent care contribution limits

Historic FSA update: employers must act before year-end if they want to raise dependent care contribution limits

For the first time since 1986, dependent care flexible spending account limits are getting a major boost - rising from $5,000 to $7,500 for the ...
Disguised dividends: what C corp owners should know about reasonable compensation

Disguised dividends: what C corp owners should know about reasonable compensation

Mitigate the risk of IRS reclassification of compensation as disguised dividends. Learn how C corporations can structure owner-employee pay to ...
Beyond basis: understanding at-risk limits on loss deductions

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 ...
How to Raise Prices Without Losing Customers

How to Raise Prices Without Losing Customers

Some companies have raised prices brilliantly - they experienced minimal churn, strengthened relationships with their best customers, and ...
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