News and Updates

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 of your employer-sponsored qualified retirement plan account into an IRA. Doing so gives you control over those funds and allows you to continue benefiting from tax-deferred earnings until you begin taking withdrawals. However, in some cases, conventional wisdom is worth challenging.

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...

Tax and Financial Pointers When Retirement Is on the Horizon

Retiring soon is an exciting milestone and a time filled with important financial decisions....

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...