Whether you’re selling your business or acquiring another company, the tax consequences can have a major impact on the transaction’s success or failur...
Businesses that sponsor a 401(k) must stay on top of it
If your business sponsors a 401(k) plan for employees, you know it’s a lot to manage. But manage it you must: Under the Employee Retirement Income Sec...
New itemized deduction limitation will affect high-income individuals next year
Beginning in 2026, taxpayers in the top federal income tax bracket will see their itemized deductions reduced. If you’re at risk, there are steps you...
New deduction for QPP can save significant taxes for manufacturers and similar businesses
The One Big Beautiful Bill Act (OBBBA) allows 100% first-year depreciation for nonresidential real estate that’s classified as qualified production pr...
Productivity metrics can help business owners see reality
As a business owner, your eyes may tell you that your employees are working hard. But discerning whether their efforts are truly contributing to the b...
Shift income to take advantage of the 0% long-term capital gains rate
Are you thinking about making financial gifts to loved ones? Would you also like to reduce your capital gains tax? If so, consider giving appreciated...
Businesses should review their key payroll tax responsibilities
As a business owner, you know that running payroll involves much more than just compensating employees. Every paycheck represents a complex web of tax...
Projecting your business’s income for this year and next can allow you to time income and deductible expenses to your tax advantage. It’s generally be...
Building a resilient team culture through the holiday season
The holiday season can be a tipping point for employees, influencing whether they decide to stay or leave. Read on to learn how you can build a resili...
Are you an Overachiever, Steady Planner, or Spontaneous Entrepreneur? Take our quick 5-question quiz to discover your year-end planning personality an...
Enjoy the holidays (without your business falling apart)
Many small business owners don't shut down for the holidays; they just panic quietly. This year, try something radical: enjoy time off without spirali...
Your year-end tax checklist: Keep more of what you earned
Before December 31, you have your biggest opportunity to reduce your tax bill. Our year-end checklist covers essential deductions, strategic timing mo...
Stop the year-end tax scramble. Smart business owners plan quarterly, time purchases strategically, and leverage tax-advantaged benefits year-round. S...