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...
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.
...
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...