WHAT IS HAPPENING TO THE INTERNAL REVENUE SERVICE
November 14, 2025
The IRS is undergoing one of the biggest shake-ups in its history, with major cuts to staffing, shifting budgets, and a heavy push toward new
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One Big Beautiful Bill Act Tax Cuts
November 9, 2025
The One Big Beautiful Bill Act preserves and expands many of the tax breaks that were due to expire at the end of this year.
State & Local Tax (SALT) Deduction Changes
November 3, 2025
Background The Tax Cuts and Jobs Act (TCJA) of 2017 capped the deduction for state and local taxes (SALT) at $10,000 ($5,000 if married filing
Five Smart Things To Do Today
October 8, 2025
Transaction alerts Turn on notifications for everything, purchases, withdrawals, transfers. If someone’s using your card or account, you’ll know instantly. Bonus: You will catch those
The Importance of Year-Round Tax Planning
October 1, 2025
Tax season is often a stressful period for small business owners, filled with long hours spent reviewing financial records, reconciling accounts, and ensuring compliance with
Protect Yourself From Scams
September 24, 2025
We care about your safety and want to make sure that you are aware of the more recent scams currently circulating that could impact you
The 10 Most Common Employment Lawsuits
September 17, 2025
As a business owner or HR professional, you’re likely aware that employment-related lawsuits are becoming increasingly common. The reality is that even well-intentioned employers can
Is a Roth Conversion Good For Those Over 60?
September 10, 2025
For individuals with substantial balances in a traditional IRA or other traditional retirement account, a Roth conversion can reduce the amount of future RMDs and
Choosing the Right Business Entity
September 3, 2025
Choosing the right business entity allows an entrepreneur to reduce liability exposure, minimize taxes, and ensure that the business can be financed and run efficiently.
Five Key Provisions of New Tax Law Affecting Estate Planning
August 27, 2025
The One Big Beautiful Bill, signed into law on July 4, 2025, reshapes estate and tax planning strategies. Key provisions include a higher $15 million estate and gift tax exemption, an expanded SALT deduction cap, preservation of lower income tax rates, enhanced benefits for qualified small business stock, and continuation of the 20% QBI deduction. Together, these changes provide new opportunities for high-net-worth individuals and business owners to refine their tax and estate plans with greater certainty.