insights
Blog Posts
We provide our clients with the most up-to-date industry insights on a wide range of relevant topics.
Take Advantage of These Tax Breaks for 2025—Even If You Take the Standard Deduction
10/20/25 1:35 PMIt's never too early to start planning ahead for tax season. If you're a middle-class taxpayer who's planning to claim t...
What Retirees Need to Know About Capital Gains Taxes in 2025
10/20/25 1:18 PMWhether you've been retired for some time or are preparing to retire in the coming years, there's a good chance that you...
Business Owners: Don't Miss Out on Potential Benefits Under OBBBA
9/17/25 10:15 AMIf you're a business owner, business leader, or key decision-maker—it doesn't matter what industry you're in—the recent ...
Tips, Overtime, and Trump Accounts: What Employers Need to Know About the One Big Beautiful Bill
8/27/25 12:05 PMSince officially becoming law on Independence Day 2025, the One Big Beautiful Bill Act (OBBBA) has resulted in significa...
Should Your Business Continue Claiming the R&D Tax Credit?
7/23/25 11:35 AMAs your business prepares for another year of tax filing, of course you want to make sure you're taking advantage of any...
How Could OBBBA Affect the Real Estate Industry?
7/23/25 11:24 AMWhether you're the owner of a single-family residence or consider yourself a real estate investor, the recent passing of...
What Happens When Someone Files a Fraudulent Tax Return Using Your SSN or ITIN
6/25/25 11:40 AMRecently, the Internal Revenue Service (IRS) has been sending notices to some taxpayers regarding fraudulent tax returns...
Save Money with These Family Tax Credits
6/18/25 3:56 PMAs many Americans have already filed and closed the books on the 2024 tax season, now is a good time to start looking ah...
HSA Contribution Limits Increase in 2026
6/18/25 3:35 PMFor those with high-deductible health plans, health savings accounts (HSAs) can be a great way to pay for eligible medic...
8 Tips For Business Owners to Manage 1099-K Reporting Thresholds for Payments Received
5/19/25 11:14 AMWe mentioned this topic in a post in late last year here, but we want to keep you updated on the latest regarding report...