Insights

Think your tax refund is just "extra money"? It might actually be a sign that your withholding is off, and that the IRS has been holding your money all year. This quick read breaks down how to fix that now, so you’re not stuck with a surprise bill (or a missed opportunity) next April.

Explore how global tariffs and trade changes can impact your business and learn strategies for successful adaptation. Discover practical tips on cost management in our latest article.

Market swings can be unsettling, but they don’t have to weaken your retirement plan. Learn how a strategic blend of short-, mid-, and long-term investments, plus flexible withdrawal methods, can build financial resilience.

Hiring household help, such as nannies or housekeepers, brings convenience but also labels you as an employer with specific tax duties. This guide will walk you through your responsibilities, from classifying workers correctly to navigating Social Security and unemployment taxes, ensuring a compliant and rewarding experience for both you and your employees.

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 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.

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.

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.

Discover how 1031 exchanges can be a game-changer for real estate investors, offering a strategy to defer capital gains taxes while reinvesting in like-kind properties. This guide dives into the mechanics, eligibility, and potential pitfalls of executing a successful 1031 exchange.

Deciding to sell your business? Navigate the complexities of asset sales versus stock sales with our comprehensive guide. Discover how each structure impacts taxes, liabilities, and proceeds to make informed decisions that optimize your deal and safeguard your hard-earned success.

Curious whether a C corporation could be the right fit for your business? In just a few minutes, you’ll learn five key reasons founders choose the C corporation structure. Find out how these benefits could shape your company’s future.

Navigating the fine line between repairs and improvements on your property can significantly impact your tax liabilities. Discover how the IRS classifies these expenses, explore key safe harbors, and learn strategies to maximize your tax benefits. Dive into this comprehensive guide to ensure you're making informed financial decisions when tackling property-related projects.