ARTICLES

Retirement brings freedom—and tax challenges. Smart planning helps you save more. Here are 4 key tax tips to prep for retirement.

Understanding your financials is key to success. Let us help you prepare or make sense of your statements. Read to learn more.

Succession planning is a smart way to protect your legacy and can be a deeply personal process. Review five common succession strategies and key tax considerations for each.

When figuring out how to structure your business, one option to consider is a C corporation. Let's break down its perks and drawbacks.

Are you starting a business with partners and deciding on the right entity? An S corporation might be the best choice for your new venture.

For 2025, several tax-related limits have increased. We’ve summarized the major changes that may affect you and your business.

TCJA limits business interest deductions to 30% of ATI. Manage the deduction limit with 3 options. Read more.

Maximize tax savings with home office deductions. We’ll help you claim them correctly, determine eligibility, and optimize your return.

Navigating the tax implications of selling business assets, particularly Section 1231 property, requires careful planning.

HSAs offer tax benefits but have rules. Thinking of offering them? Contact us! Note: Contribution limits and deductibles increased for 2025.

The 2025 IRS mileage rate is 70 cents per mile, up from 67 cents. Businesses can deduct actual costs or use this rate. Consult with us.

The Work Opportunity Tax Credit offers up to $2,400 per eligible hire. Consult with us to apply this credit to your 2024 tax returns.

Managing business finances can be uncertain, but flash reports provide quick insights between formal statements. Learn more.

Tips are taxable. Employees should report and record cash and non cash tips for tax returns. Learn more.

Intangible assets require complex tax treatment. Know what costs must be capitalized, exceptions, and how to maximize tax benefits.

File early to protect against tax identity theft and get a faster refund. Deadline: April 15 for individuals, March 17 for S-Corps/Partners.

Deduct travel between business sites but not commuting. Self-employed can claim costs now; employees must wait until 2026, pending tax law.

Business party food & beverages may be 100% tax-deductible! Learn the rules for deducting business meals and entertainment expenses.

Accurately project future sales with forecasting! Use data and insights to set goals, allocate resources, and spot risks. We can help!

Boost employee benefits with 401(k)s, SEP-IRAs, or SIMPLE IRAs—each offers unique perks, limits, and tax advantages for growing businesses.