News and Updates

Buy or Lease? Choosing the Right Option for Your Business

Does your company need to upgrade or add any equipment, vehicles, leasehold improvements or other fixed assets? If so, you might be evaluating whether it makes sense to purchase or lease these items.

6 Year-End Small Business Tax Saving Tips

There's still time for small businesses and their owners to implement strategies to save taxes for...

Why Estate Planning Still Matters

Given the dramatic increase in the federal gift and estate tax exemption over the last 20 years,...

Recent Tax Law Changes: 10 Provisions Employers Need to Know

The One Big Beautiful Bill Act (OBBBA) includes a number of tax law changes that affect employers....

Turn Your Volunteer Work into Tax Savings

As the holiday season approaches, you may be thinking about donating your time to a favorite...

Expanded QOZ Program Offers Tax-Savings Opportunities

Congress created the Qualified Opportunity Zone (QOZ) program to incentivize investments in...

Key Tax Benefits for Military Service Members and Veterans

Serving in the U.S. Armed Forces brings distinctive financial challenges—and some well-deserved tax...

Seniors: 10 FAQs About Applying for Medicare

Medicare is a federal program that provides health insurance to Americans 65 and older, as well as...

A New Savings Option Will Soon Be Available for Families

Starting in 2026, Trump Accounts will provide another tax-favored way to save for a child's future....

Sooner or Later? Picking the Right Start Date for Your Social Security Benefits

Deciding when to start receiving Social Security benefits can be a tough call for seniors. You can...