Insights and Resources
Proactive Tax Strategies for High-Earning Taxpayers
The IRS has issued clear warnings about its increased scrutiny of high-net-worth individuals, especially those using risky tactics to reduce tax obligations. This video provides strategies for optimizing your financial situation while staying within the bounds of the law.
Understanding Trump Accounts: what parents need to know about the new child-focused IRA
Investment scams are now the largest source of fraud losses, with reported damages reaching $5.7 billion in 2024 alone. As scammers use AI, impersonation, and psychological pressure to bypass internal controls, companies must rethink how they protect people, processes, and capital.
Why Your Accounting Firm Should Be First to Share Financial News with Clients
Rather than waiting for clients to come to you with questions about new tax regulations and financial developments, what if you could position your firm as the first trusted voice they hear? When clients hear about a tax change from you first, then hear about it again from secondary sources, your expertise becomes reinforced in their minds—and you become their go-to resource for financial guidance.
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 the deadline. But it doesn't have to be that way. With just a little preparation, you can avoid surprises, minimize your tax bill, and make the entire process smoother for both you and your advisor.
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 help you stay on track and avoid costly IRS penalties.
Buying back your time: everyday outsourcing
Smart outsourcing isn't about luxury - it's strategically identifying tasks that drain mental bandwidth without delivering value, from meal prep and household management to admin work and scheduling. The key is starting small with fractional support, establishing clear systems, and focusing delegation on areas where you procrastinate or that create decision fatigue. By protecting what only you can do and handling the rest, you create more space for higher-impact work and reduce daily friction.
IRS grants employers penalty relief for 2025 tip and overtime reporting
The IRS is offering penalty relief for 2025 as employers struggle to comply with new reporting requirements for tips and overtime pay under the OBBBA. While businesses won’t face penalties this year for failing to separately report qualified tips, overtime compensation, and occupation codes, this transition period is explicitly temporary—and smart employers will use it to prepare for full compliance in 2026.
The rise of concierge medicine: is it worth the premium?
Concierge medicine offers a more personalized healthcare experience with longer visits, faster access, and fewer patients per doctor, but it comes at a premium. For busy professionals and families, the real question is whether it aligns with your health goals and lifestyle. Here’s what to consider before making the switch.
Practical strategies for managing a sudden financial gain
Are you equipped to handle a sudden financial gain? Learn four steps you can take to navigate tax planning and potential tax burdens associated with a financial windfall.
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 stay compliant and tax-efficient.
“Helpful and Useful” Decision Issued on Washington Business & Occupation Tax Sourcing Rules
Washington Court clarifies that B&O tax sourcing rules require that service providers attribute revenue to where customers receive the benefit, which is not necessarily the billing address.
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 financial planning tips to help your business recover and thrive.
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.
Tariff relief for Swiss-origin generic drugs: What importers need to know
RSM US explains how removal of reciprocal tariffs on Swiss-origin generic pharmaceuticals affects US importers and refund opportunities. Learn more
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 revocable and irrevocable trusts, including control, tax treatment, creditor protection, and long-term planning implications. Whether you're building a basic estate plan or preserving multigenerational wealth, understanding these two foundational trust structures is essential.
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