Trends & Insights

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 ...
When to Raise Your Prices

When to Raise Your Prices

Decades of research shows pricing improvements can deliver 3-5x more profit impact than cutting costs or boosting volume, yet most business ...
A financial guide for heirs navigating inherited assets

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 ...
Retirement readiness in any economy: how to know when you’re truly prepared

Retirement readiness in any economy: how to know when you’re truly prepared

There's no perfect time to retire, but with the right planning, you can feel prepared in any economy. Learn how to evaluate your readiness, ...
2025 year-end tax moves for individuals & families

2025 year-end tax moves for individuals & families

From expanded deductions and new above-the-line benefits to shifting phaseouts and sunsetting exemptions, 2025 offers unique opportunities for ...
2025 Year-end tax moves for businesses

2025 Year-end tax moves for businesses

Explore essential 2025 year-end tax strategies for businesses, updated for the One Big Beautiful Bill Act (OBBBA). From QBI planning to bonus ...
IRS guidance lowers investment threshold for rural opportunity zones

IRS guidance lowers investment threshold for rural opportunity zones

New IRS guidance lowers the improvement threshold for rural Opportunity Zones and introduces enhanced tax incentives. Learn what’s changed and ...
Inflation-adjusted tax provisions: 2026 updates

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 ...
Final regulations released on increased catch-up contributions under SECURE 2.0

Final regulations released on increased catch-up contributions under SECURE 2.0

The latest IRS final regulations under the SECURE 2.0 Act increase catch-up contribution limits for individuals aged 60 to 63 and require Roth ...
Getting more from every dollar: pre-tax arbitrage for business owners

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 ...
Tax breaks for tipped workers: qualifying for the new deduction

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 ...
Preparing for the end of federal paper checks

Preparing for the end of federal paper checks

Executive Order 14247 directs federal agencies to phase out paper checks for refunds, benefits, and contracts. Here’s who’s affected and how to ...
Cost Analysis: Turning Hidden Numbers into Smarter Decisions

Cost Analysis: Turning Hidden Numbers into Smarter Decisions

Want to know where your profit is really going? Here's a practical, business-owner-friendly approach to cost analysis, showing how to uncover ...
Using POD and TOD Accounts in Your Estate Plan

Using POD and TOD Accounts in Your Estate Plan

Discover how Payable-on-Death (POD) and Transfer-on-Death (TOD) accounts streamline the inheritance process, enabling beneficiaries to bypass ...
No results found.

Top Professionals Ready To Serve You

The FMF&E team prides itself on ensuring that you have quick and easy access to top professionals for any challenge. Our unique model gives our clients confidence that our experienced team can be trusted with your most complex challenges.