News and Updates

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 in estate planning. And one key planning area is the step-up in basis, which affects the capital gains tax heirs owe when they sell inherited assets.

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...

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...