Financial Resources & News
What you need to know before applying for an SBA loan
Thinking about applying for an SBA loan to start or buy a business? Understanding your options—and what lenders really look for—can make or break your application. This guide walks you through the most common SBA loan types, eligibility rules, and key documentation to help you prepare with confidence.
IRS priorities may be shifting under new administration
IRS enforcement priorities are shifting, and the ripple effects could impact everything from high-income audits to payroll tax compliance. With workforce changes, funding rollbacks, and new leadership shaping the agency’s direction, taxpayers and advisors alike should be paying close attention. Read the full article to understand what’s changing—and what it could mean for your compliance strategy.
How to optimize your business interest deductions
Discover how optimizing interest expense deductions under IRC §163(j) can significantly impact your business’s cash flow and financial planning. From legislative changes brought by the TCJA and CARES Act to strategies for maximizing deductions, this article explores the complexities and opportunities within this evolving tax landscape. Stay ahead with insights into managing debt structures and preparing for future regulatory shifts.
CTA update: major change to BOI reporting requirements in interim final rule
U.S.-formed businesses are now exempt from beneficial ownership reporting under a new FinCEN rule. This change significantly reduces the compliance burden for many companies. Read the full article to see what’s changed, who still needs to report, and what steps (if any) you need to take.
Key conversations to have with your CPA
Whether managing personal finances or running a business, this article provides essential questions to ask your CPA for informed decision-making. Discuss everything from tax planning to retirement and succession planning. Stay on top of your financial game by making your CPA meetings count.
Understanding and claiming bad debt deductions for your business
Struggling with uncollectible debts? This article explains how to manage bad debts, including how to report them, track allowances, and handle unexpected repayments—all while staying compliant with tax rules.
Understanding the timeframe for IRS audits
Ever wondered how long you could be subject to an IRS audit? Our latest article breaks down the complexities of IRS audit timeframes.
Don’t fall for tax clickbait: how to spot dubious financial advice online
Think you can spot misleading tax advice online? You might be surprised. Discover how even savvy individuals can fall prey to dubious claims and learn the red flags to watch out for.
Preparing for the post-TCJA era: corporate tax changes for 2026 and beyond
Discover what the post-TCJA era has in store for corporate tax changes in 2026 and beyond. This article clarifies the complex tax landscape and offers valuable foresight for businesses. Don’t miss out on this opportunity to stay ahead of the curve and prepare your company for the future.