News and Updates

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 some stage. Revenue improves. Profit looks stronger than it did a few years ago. On paper, things are moving in the right direction.

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...

Exploring Whether to Make Roth Contributions to Your 401(k)

A Roth option is now almost universally offered by 401(k) plans, according to the Plan Sponsor...

Business Tax Update: IRS Guidance on QPP Depreciation Rules

Under the One Big Beautiful Bill Act (OBBBA), eligible businesses can claim 100% first-year...

The Stepped-Up Basis Rules Are More Important Than Ever in Estate Planning

Because of recent tax law changes, income taxes—not estate taxes—are now a more significant focus...

Leaving Your Job? How to Handle Company Stock in Your 401(k)

Conventional wisdom dictates that, when leaving a job, you should generally roll over the balance...

Entity Structure Planning: How a Multi-Member LLC Balances Flexibility and Structure

As soon as a business has more than one owner, entity structure becomes more than a tax decision.

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Smart Reasons to Extend Your 2025 Tax Return

The deadline for filing individual income tax returns for 2025 is April 15, 2026. If you haven't...

4 Types of Deductible Interest Expense for Individuals

How can you deduct interest expense on your 2025 individual federal income tax return and beyond?...

Why Now Is a Good Time to Review Your Withholding

Filing your 2025 federal income tax return can provide valuable insights to help with 2026 tax...