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 >>
News
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 >>
FinCEN Permanently Rolls Back CTA Requirements for U.S. Businesses
If your business was required to report beneficial ownership information (BOI) to the federal government under the Corporate Transparency Act (CTA), there’s good news: On August >>
A Small Business Primer on Expense Deductions
Whether your small business is new or you’ve run it for decades, you may not fully understand which expenses are potentially tax-deductible and which aren’t. After >>
Build Credibility with Audited Financial Statements
A financial statement audit can give lenders, investors and other stakeholders greater confidence in your business’s financial reporting. But not every private business needs an audit >>
Remote Work Can Complicate Your State Taxes
Working remotely may broaden your job options and make daily life easier. But working from a different state than your employer — or spending part of >>
