News and Updates

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, homes and financial accounts can affect tax liability in ways that often surprise newlyweds. Other financial issues will also be impacted by marriage. Here's a look at some of the most important things to consider before you tie the knot, as well as some to-dos to complete soon after.

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...

Claiming the QBI Deduction for Rental Real Estate

The One Big Beautiful Bill Act (OBBBA), enacted in 2025, made permanent the federal income tax...

Is Your Business Eligible for Tariff Refunds?

The U.S. Supreme Court recently ruled that certain tariffs imposed under the International...

How to Grow Your Post-Tax Net Worth

There’s a point where increasing income stops being the main lever.

Most business owners hit it at...

Records Retention: What to Keep, What to Toss and Why It Matters

With tax season in the rearview mirror, many individuals and business owners wonder how long they...