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Get Ahead of Taxable Benefits
As year end approaches, businesses have plenty of tax and payroll tasks competing for attention. One easy-to-overlook area is employee and owner...
Could You Owe the NIIT?
Selling a highly appreciated investment late in the year could trigger an additional tax cost: the 3.8% net investment income tax (NIIT). If you’re...
Tax-Smart Building Improvements
If your business is planning improvements to a building before year end, careful planning may allow you to maximize your 2026 tax deduction. A...
Charitable Givers Get a New Tax Break
Beginning in 2026, taxpayers who take the standard deduction may deduct up to $1,000 of qualifying charitable contributions, or up to $2,000 for...
Could Bad Debts Lower Your 2026 Taxes?
When customers or others don’t pay what they owe your business, you may be able to claim a bad debt deduction to help offset the financial loss. But...
4 Tax-Smart Investment Moves Before Year End
As the end of 2026 approaches, look beyond investment performance and consider how taxes may affect your overall returns. Although tax...
Make the Most of Your HSA Tax Benefits
If you’re eligible to contribute to a Health Savings Account (HSA), consider taking a closer look at your contribution strategy. You may be able to...
Ready Your Books for Tax Season
One of the most common bookkeeping mistakes business owners make is mixing business and personal finances. Addressing this issue before year end can...
A New Type of Tax-Advantaged Account for Children
Families looking for another way to save for a child’s future may want to consider Section 530A accounts. Created by the 2025 tax legislation...