Featured Insights.
Browse All Insights.
Blog Post
Growing Your Team? ACA Employer Compliance May Apply Sooner Than You Think
Many small businesses assume the Affordable Care Act (ACA) only becomes an issue once they reach a certain size. But…
Blog Post
How the Federal Research and Development Tax Credit Can Reduce Your Business Taxes
Many business owners assume tax credits are reserved for large corporations or high‑tech labs. In reality, the federal R&D tax…
Blog Post
OBBBA Section 179 and Bonus Depreciation Updates: What You Need to Know For 2025–2026 Tax Season
The passage of the One Big Beautiful Bill Act (OBBBA) resulted in significant changes to the U.S. Internal Revenue Code,…
Blog Post
OBBBA Compliance Review Checklist for 2026: What CEOs and CFOs Should Double-Check Before Filing
The success of your business relies on staying compliant with complex and continually evolving tax laws, including the recently passed…
Blog Post
Business Deductions for Working Animals: What Business Owners Should Know
Many business owners are surprised to learn they can claim business deductions for working animals when those animals serve a…
Blog Post
Qualified Opportunity Zones Now Permanent: 4 Changes for Investors to Know
With the passage of the One Big Beautiful Bill Act of 2025, the Qualified Opportunity Zone program has undergone a…
Blog Post
How to Open a 2026 Trump Account for Your Child: Updated Guidance for 2026
What are Trump Accounts? Trump Accounts are tax‑advantaged long‑term savings and investment accounts designed for children under the age of…
Uncategorized
HSA Eligibility Requirements Expand in 2026
What is a Health Savings Account (HSA)? A health savings account (HSA) is a tax-advantaged account that allows you to…
Blog Post
How to Prepare for the April 15th Tax Filing Deadline
The April 15th tax filing deadline will be here soon. Here are some tips to help ensure you are adequately…
Uncategorized
Taxes and Moving to a New State: What You Need to Know
State Income Tax Does the state you’re moving to have state income tax? Currently, nine states do not have a…
Blog Post
Changes in Meals Deduction for 2026
Meals Deduction for 2026 Company-Wide Meals This will remain the same: 100% deductible. What qualifies as a company-wide meal? Examples…
Blog Post
Understanding the New Federal Tax Credit for Scholarship Contributions (Section 25F)
What Is Section 25F? Section 25F of the Internal Revenue Code, enacted under the One, Big, Beautiful Bill Act (OBBBA),…
Ready to take the next step?
Let’s talk about your financial goals.