News and Updates

Managing Fuel Costs on the Road This Summer

Planning a summer road trip can be exciting—until you start thinking about fuel costs. Whether...

Tax Planning After the Loss of a Spouse

The death of a spouse is, first and foremost, a profound personal loss with intense emotional and...

Charitable Contributions: The Difference Between Giving and Giving Strategically

Most people don’t think about charitable giving in tax terms.They think about the organization. The...

Estate Tax Return Filings Are Essential to Preserving Portability

For 2026, the federal gift and estate tax exemption is $15 million. That's effectively $30 million...

Don’t Say “I Do” Without Reviewing These Tax and Financial Issues

When it comes to taxes, getting married changes more than your filing status. Combining incomes,...

Education Savings and Income Shifting

A lot of families approach college savings the same way they approach retirement planning in their...

Is an F Reorganization Right for Your Corporation?

When approaching a major junction in a company's life cycle—such as implementing a succession plan...

Related Business Entities Must Understand Transfer Pricing Before Crossing Borders

As businesses grow, they may decide to operate in different states or countries using related...

Employee vs. Independent Contractor: Where Businesses Get This Wrong

For many businesses, worker classification doesn’t start as a formal decision. It develops...

5 Potential Tax Breaks for Boat Owners

Do you own a boat that you use for recreation, business or perhaps a little of both? If so, you...