News and Updates

Tax and Financial Pointers When Retirement Is on the Horizon

Retiring soon is an exciting milestone and a time filled with important financial decisions. Whether you're winding down your career or leaving the workforce entirely, ensuring that your retirement savings will last throughout your lifetime is crucial. Below are six strategies and considerations—including key tax implications—to help you enjoy a financially secure retirement.

Entity Structure Planning: What It Really Means to Operate as a Single-Member LLC

For many business owners, the single-member LLC is the first step toward formalizing a business.

Entity Structure Planning: Understanding Partnerships

When a business has more than one owner, the conversation around entity structure changes.

Entity Structure Planning: Understanding the S-Corporation

Choosing the right entity structure is one of the most important decisions a business owner can...

Employee Benefits Spotlight: Sec. 127 Educational Assistance Programs

To support workforce development and strengthen their benefits packages, businesses may want to...

Crypto May Be Cool, But It’s Not Tax-Free

The popularity of cryptocurrency—including Bitcoin, Ethereum and Dogecoin—continues to hold steady,...

Retired (or Soon Will Be)? How to Appeal Higher Medicare Premiums

If you recently retired or soon will, and you're enrolled in Medicare (or will be), it's critical...

7 Tax Breaks for Older Taxpayers

The Internal Revenue Code has long had much to offer taxpayers who are 50 or older, nearing...

What to Do When You Can't Pay Your Tax Bill

Taxpayers often discover after their federal income tax returns are prepared that they owe more...

Demystifying the Tax Rules for Net Operating Losses

Taxpayers who suffered net operating losses (NOLs) in the 2025 tax year may hope to take advantage...