Part of our job as advisors is explaining important issues in the simplest possible terms and laying out possible strategies and solutions. We’re not looking to confuse you—we’re here to enlighten you and expand your understanding. Bookmark this page or subscribe to our weekly newsletter for a steady stream of helpful articles.
Estate planning can carry added significance when a child, spouse, or other loved one has a disability. Leaving assets directly to that person, even with good intentions, could affect their
Strong portfolio performance can bring tax considerations beyond capital gains. For some taxpayers, higher investment income may also trigger the 3.8% net investment income tax (NIIT). The NIIT has applied
Selling a business can create a significant tax bill, but receiving the purchase price over time may allow some sellers to defer a portion of the taxable gain. An installment
Board minutes are more than an administrative task. They provide the official record of how your non-profit’s governing body exercised its authority, and they may become important during an audit,
Customers often expect quick, personalized service from the businesses they use, and now there are and artificial intelligence (AI) tools to help businesses respond faster, organize customer requests, and give
The value of an operating business often depends on two key components: the future economic benefits the business is expected to generate, and the rate of return hypothetical investors require
The Doug LaMalfa Federal Disaster Tax Relief Certainty Act, signed into law by President Trump September 11, 2026, extends certain federal tax relief for individuals affected by qualifying federally declared
Fraud risks can shift as your business grows, operations change, and external conditions evolve. Controls that once worked may no longer fit if you have added employees, revised payment methods,
If your estate plan includes gifts, bequests, or other transfers to grandchildren, great-grandchildren, or other beneficiaries decades younger than you, the generation-skipping transfer (GST) tax deserves careful attention. Without thoughtful
Whether your small business is new or has been operating for decades, it can be helpful to remain apprised of which expenses may be tax-deductible and which are not. Consult
Non-profit leaders regularly make important decisions about money, people, and programs. Even when those decisions are informed and well-intentioned, they can still lead to allegations involving mismanagement, conflicts of interest,
Tax law changes taking effect for 2026 may increase alternative minimum tax (AMT) exposure for some higher-income taxpayers. If you may be affected, it’s important to consider the AMT before
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