News and Updates

A New Savings Option Will Soon Be Available for Families

Starting in 2026, Trump Accounts will provide another tax-favored way to save for a child's future....

Sooner or Later? Picking the Right Start Date for Your Social Security Benefits

Deciding when to start receiving Social Security benefits can be a tough call for seniors. You can...

Will Your AMT Exposure Change Under the New Tax Rules?

Significantly fewer taxpayers have owed the alternative minimum tax (AMT) for the last several...

Employers Avoid Tax Surprises When Making Holiday Gifts to Employees

As the year draws to a close, many businesses look for ways to recognize and thank their employees....

Traveling for Business with Your Spouse

If you're a business owner, you may have upcoming business trips on your agenda. The idea of taking...

Tips to Strengthen Your Business Loan Application

Does your business need an infusion of capital to pursue growth opportunities? Securing a business...

New Law Reduces Tax Odds for Gamblers

Do you enjoy spending time at the casino or betting on sports? If so, you need to know about a new...

Accountable Plans Reimburse Employees the Tax-Smart Way

In many types of businesses, it's common for employees to spend money on behalf of the company—such...

How the QSB Stock Sale Rules Have Become More Favorable

Qualified small business (QSB) stock has received very favorable federal income tax treatment for...