Blog
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...
Choosing the Right Business Funding Solution
Access to capital helps small businesses succeed and grow. Whether you need to cover cash flow gaps, fund expansion plans or invest in long-term...
Plan Now for Deferring Tax on Advance Payments
With year-end fast approaching, now is a good time to review strategies that could affect your business’s 2026 tax liability. One area that may...
Single? You Still Need an Estate Plan
If you’re single with no children, an estate plan can help ensure your wishes will be carried out and important decisions remain in trusted hands....
Simple Retirement Solutions for Small Business Owners
Offering employees retirement options can be an effective way for small business owners to attract and retain talent. If you’re concerned about cost...
How Renting Out Your Vacation Home Affects Your Taxes
When you’re not using your vacation home, renting it out can generate extra income. But it can also affect your taxes, depending on how often you...
Revisit Your Emergency Fund Goals
An emergency fund is key to long-term financial security. Over time, changes in expenses, income, family needs and financial priorities can affect...
Backup Withholding: What Businesses Should Know
In most cases, you aren’t required to withhold taxes from payments to independent contractors. However, there are situations in which the “backup...
Take Advantage of Expanded QSB Stock Tax Benefits
Investors often look to small, emerging companies for portfolio diversification and growth potential, but these investments can offer more. Certain...