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Parent reviewing Section 530A account contribution rules and gift tax filing requirements
July 28, 2026

Trump Accounts: New IRS Gift Tax Guidance for 2026

Section 530A accounts, also known as “Trump accounts,” are available for contributions as of July 4, 2026. Created by the One Big Beautiful Bill Act, ...

Tax Planning • Tax Compliance • Estate and Succession Planning
Business owner reviewing employee benefit options including the employer-provided child care tax credit
July 28, 2026

Employer Child Care Credit: What Changed for 2026

Offering a broad menu of employee benefits can help your business attract and retain skilled workers. One benefit that’s popular among employees with ...

Tax Planning • Tax Compliance
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
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