Financial Resources & News
Smart year-end tax moves for businesses
As year-end approaches, small business owners face crucial tax planning decisions that can impact their financial health. From leveraging deductions and managing cash flow to understanding the intricacies of the QBI deduction, this article offers strategic insights to optimize your tax position before ringing in the new year.
IRS releases inflation adjustments for 2025
The IRS has announced significant inflation adjustments for the 2025 tax year, impacting standard deductions, income tax brackets, and various tax credits. These changes offer potential tax savings for individuals and businesses, making proactive tax planning more important than ever. Discover how the updates could affect your tax strategy and financial future.
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.
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.
Strategic depreciation practices for tax savings
Understanding the best approach to depreciation can be game-changing for your business. Don’t miss out on essential tax savings that could optimize your cash flow. Click to explore effective strategies that business owners are using to enhance their financial outlook.
Planning to downsize? Three tax considerations for retirees
Downsizing in retirement isn’t just about reducing living expenses—it can also be a strategic move toward financial security. Understand how your home’s appreciation impacts your taxes and discover strategies to reduce your tax burden.
Building sustainable wealth: 5 key considerations for emerging high earners
Get valuable insights on how to build sustainable wealth as an emerging high-earner. This article dives deep into managing lifestyle creep, understanding income tax, and making tax-efficient investments. Learn how to leverage everyday expenses to lower your tax bill and preserve wealth.