Insights and Resources
How Attribution Rules Could Cost You Millions: What Business Owners Need to Know
The IRS's constructive ownership rules can trigger massive tax consequences for business owners who aren't prepared. From disqualified QSBS exclusions to failed retirement plan tests, these complex attribution provisions affect everything from family businesses to M&A transactions. Here's how to identify your risks and protect your tax strategies.
Government Shutdowns and the Hidden Impact on Taxpayers
Understanding the impact of a federal government shutdown on everyday Americans and taxpayers.
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 hidden inefficiencies, assign overhead accurately, and make confident decisions with your numbers. Whether you’re looking to price smarter, cut waste, or prepare for growth, it all starts here.
Why Your Startup Entity Choice Is Sabotaging Growth
Every year, thousands of successful business owners unknowingly pay far more in taxes than they need to. The culprit? An outdated or poorly chosen business entity structure that made sense at startup but has become a financial drain as the business evolved.
Building a budget and forecast system for your business
The harsh reality is that many business failures are caused by poor financial planning and cash flow management. Despite this, surprisingly few companies invest in building robust systems for forecasting and tracking their financial future. Learn the fundamentals of building and maintaining a budget and forecast for your business.
Government Shutdowns and the Hidden Impact on Taxpayers
Understanding the impact of a federal government shutdown on everyday Americans and taxpayers.
A Nonprofit’s Guide to Weathering Policy Changes
When policies change and priorities shift, nonprofits need to stay flexible and focused. This guide highlights practical strategies, from diversifying funding streams to sharpening compliance efforts, all aimed at strengthening your organization’s resilience. With the right preparation and professional financial guidance, you can maintain your mission’s momentum, no matter what the future brings.
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 millions of tip-reliant workers starting in 2025. Learn which occupations qualify, the specific conditions required, and how to prepare for maximized savings under this potentially game-changing deduction.
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 contributions for higher-income earners. These changes aim to enhance retirement readiness but require plan administrators to navigate new operational complexities. Explore how these rules reshape retirement strategies and the paths to compliance!
Accounts Payable Strategies and Best Practices
Efficient accounts payable management isn’t just about paying bills—it can directly impact your business’s financial health and growth. From digital tools for invoice processing to robust internal controls for fraud prevention, this article covers everything you need to know.
Using POD & 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 probate and access assets swiftly. While these tools offer speed and cost-effectiveness, they come with potential pitfalls that could disrupt your estate plan if not carefully coordinated. Explore their benefits and drawbacks to ensure seamless asset distribution among your loved ones.
R&D Tax Credit Changes: 7 Essential Steps Businesses Must Take Now to Prepare for New Form 6765 Requirement
The IRS has rolled out the most significant overhaul to R&D tax credit reporting since 2009, fundamentally changing how businesses must document and report their research activities. With new Form 6765 requirements becoming mandatory for most taxpayers beginning with tax year 2026 (processing year 2027), companies claiming the federal R&D tax credit face a dramatically increased documentation burden—but those who prepare now will navigate these changes successfully.
High-Net-Worth Alert: 5 Critical OBBBA Tax Changes Taking Effect in 2026
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, brings sweeping changes to the tax landscape—and wealthy individuals face some of the most significant impacts. While many provisions take effect in 2026, the time to plan is now.
10 Cybersecurity Must-Dos for Small Businesses
October is National Cybersecurity Awareness Month—the perfect time to give your business a digital checkup. A few simple habits can make a huge difference.
A Toast to International Coffee Day
International Coffee Day, celebrated every year on October 1, is a glorious global tribute to one of humanity’s most cherished beverages and the rich traditions that surround it. Officially established in 2015 by the International Coffee Organization, the day not only honors the love of coffee but also raises awareness about the entire coffee journey.
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