Why Now Is the Time for Tax Planning
Our 2026 Tax Planning Guide is designed to help you understand the changing tax environment and consider strategies that may be relevant to your situation. Click >>
Month: October 2026
Get Your Nonprofit Ready for Audit Season Before Year End
Spring audit fieldwork may seem distant when your nonprofit is busy with year-end fundraising and program demands. But for organizations with a December 31 year end, >>
IRS Publishes New Per Diem Business Travel Rates for Fiscal Year 2027
Many businesses use federal “per diem” rates to reimburse employees for out-of-pocket travel expenses. In Notice 2026-60, the IRS announced special per diem rates that are >>
Payroll Tax Compliance: New Social Security Wage Base for 2027
If your small business has employees, you may need to budget for higher payroll costs next year, especially if you employ many high earners. The Social >>
Watch Out for the Growing Reach of the Additional 3.8% Tax on Investment Income
Strong portfolio performance can bring an unwelcome surprise: an additional 3.8% federal tax. The income thresholds for the net investment income tax (NIIT) aren’t annually adjusted >>
If You Have a Loved One with a Disability, Consider a Special Needs Trust
Estate planning can take on added significance when a child, spouse or other loved one has a disability. Leaving assets directly to that person — even >>
