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Take Advantage Of Gift Tax Annual Exclusions Before Year End

The end of the year is a great time to revisit your gifting strategy. If you’re wanting to transfer wealth efficiently while reducing future estate tax exposure, a simple and

Employers: The 2026 Fringe Benefit Cost Of Living Adjustments Are Here

To keep pace with inflation, the IRS annually updates a range of employer provided fringe benefit limits. These limits are known as fringe benefit cost of living adjustments (COLAs). They

New Overtime & Tip Income Tax Deduction Now Available Under The OBBBA

The One Big Beautiful Bill Act (OBBBA) brought a lot of new changes when it was enacted in July. One of those changes alters how tip income and overtime income

If You Sponsor A 401(K), You Must Be Vigilant

If you sponsor a 401(k) plan for employees, you understand it’s a lot to manage. But manage it you must. Under the Employee Retirement Income Security Act of 1974 (ERISA),

Emergency Succession Plan: It’s Crucial Your Business Has One

Even the most well-run companies are not safe from unanticipated crises. For small to midsize businesses, the risk is often greater, especially if the owner wears many hats. It’s important

Hiring Independent Contractors As A Non-Profit

Using and hiring independent contractors can help non-profits save money for a few reasons. The individuals pay self-employment tax, rather than your organization being responsible for their employment tax liabilities,

Act Now To Reduce Your 2025 Individual Tax Liability

December doesn’t mean its too late to save taxes. Implement these strategies before December 31 to help reduce your 2025 individual tax liability. Defer Income & Accelerate Deductions Pushing income

Fight Fraud With The Diamond Framework

Incentive, opportunity, and rationalization make up the “fraud triangle” or the generally required conditions for a worker to commit occupational fraud. However, 20 years ago, experts added a fourth leg

Last-Minute Tax Tips For Businesses

Even if your business works on year-round tax planning, there are still steps you can take in the last month of the year to reduce your 2025 taxes. Here are

Living Trusts & Pour-Over Wills: The Perfect Pair For Protecting Your Assets

One of the most versatile estate planning tools available is a living trust. Living trusts offer a streamlined way to manage and transfer assets while maintaining privacy and control. It