Insights & Resources

Accounting team reviewing month-end close checklist and reconciliations on screen
June 23, 2026

Turn Your Month-End Close From a Time Crunch Into a Routine

A clean month-end close gives you numbers you can act on within days, not weeks. For most businesses, the slowdown is not the accounting itself. It ...

Accounting and Financial Operations
Business owner reviewing succession and estate planning documents with an advisor
June 23, 2026

When Your Wealth Is Your Business: Estate Planning That Keeps Up

For owners of closely held businesses, estate planning is rarely just about transferring wealth. When most of an individual's net worth is tied to ...

Tax Planning • Estate and Succession Planning
Self-employed professional reviewing business expense receipts for tax deductions
June 23, 2026

Self-employed? Don’t Overlook Valuable Tax Deductions

If you're self-employed, you probably have questions about deducting business expenses on your federal income tax return. Here's a quick overview of ...

Tax Planning
What to Do After April 15: Records, Withholding, and IRS Letters
April 27, 2026

What to do after April 15 (and what records you can finally toss)

With the April 15 tax filing deadline in the rearview mirror, you’re likely to turn your attention to other things. But before you do, it’s in your ...

Tax Planning • Tax Compliance
Internal vs External Audits: Which Does Your Business Need?
April 27, 2026

Internal vs external audits: Which does your business need?

Both internal and external audits play vital roles in safeguarding your organization’s financial integrity. They share the common goals of promoting ...

Audit and Assurance
ACA Penalties Are Climbing in 2026. Is Your Reporting Ready?
April 27, 2026

ACA penalties are climbing in 2026. Is your reporting ready?

Many small businesses don’t have enough employees to worry about the play-or-pay provisions of the Affordable Care Act (ACA). However, as your ...

Business Advisory • Tax Compliance • Healthcare
Material Participation: What LLP and LLC Owners Need to Know
April 27, 2026

Material Participation: What LLP and LLC Owners Need to Know

The passive activity loss (PAL) rules may limit your ability to deduct losses from a business structured as a limited liability partnership (LLP) or ...

Tax Planning • Business Advisory
Is December 31 the Wrong Year End for Your Business?
March 24, 2026

Is December 31 the Wrong Year End for Your Business?

Most businesses close their books for tax and accounting purposes on December 31 because it aligns with the calendar year. But a calendar year isn’t ...

Tax Planning • Tax Alert
2026 Tax Changes You Should Already Be Planning For
March 24, 2026

2026 Tax Changes You Should Already Be Planning For

The many tax-related provisions that went into effect last year after the One Big Beautiful Bill Act (OBBBA) was signed into law are affecting 2025 ...

Tax Planning • Tax Alert