Tax Planning Guide 2025-2026
On July 4, the legislation commonly known as the One Big Beautiful Bill Act (OBBBA) was signed into law. It makes permanent many provisions of the Tax Cuts and Jobs...
06 January, 2026
News & Events Tag
Helpful (and Surprisingly Painless) Audit Tips for Non-Profit Organizations
Authored by: Lindsey Knebelsberger While audits may not be everyone’s favorite cup of tea (or coffee… or anything, really), with the right habits, the process can be smoother and far less...
30 December, 2025
Broker-Dealer Audits Without the Headaches: What Firms Should Know
Authored by: McKenzie Harris Broker-dealer audits may seem overwhelming, but they can be much easier with good preparation, expert support, and a clear understanding of what regulators are looking for. When...
30 December, 2025
How CPAs Are Evolving into Strategic Business Advisors
The accounting profession is undergoing a transformation, with today’s CPAs moving beyond compliance to become strategic advisors. In a recent episode of Entrepreneurial Thinkers with Rob Ryan, Richard Fleischman, CPA,...
15 December, 2025
Hiring Your Child: Tax Perks and Potential Pitfalls for Families in Business
Hiring your child in your business can offer powerful tax advantages while teaching financial responsibility and supporting long-term wealth planning. Learn how to structure it properly, avoid IRS pitfalls, and...
11 December, 2025
How to Use Installment Sales to Spread Real Estate Capital Gains Over Time
Selling appreciated real estate? Learn how installment sales can help you spread capital gains over time, reduce your tax burden, and align payments with retirement or income planning goals. This...
11 December, 2025
IRS Grants Employers Penalty Relief for 2025 Tip and Overtime Reporting
The IRS is offering penalty relief for 2025 as employers struggle to comply with new reporting requirements for tips and overtime pay under the OBBBA. While businesses won't face penalties...
11 December, 2025
Rental or business? Navigating the Tax Treatment of Short-Term Rentals
Understand how the IRS taxes short-term rentals, from the 14-day rule to deductible expenses and 1099-K reporting. A must-read guide for short-term rental hosts....
11 December, 2025