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
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 you know what...
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
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
2025 Year-End Tax Moves for Businesses
Explore essential 2025 year-end tax strategies for businesses, updated for the One Big Beautiful Bill Act (OBBBA). From QBI planning to bonus depreciation, entity structure, and reporting changes, this guide...
11 December, 2025
2025 Year-End Tax Moves for Individuals & Families
From expanded deductions and new above-the-line benefits to shifting phaseouts and sunsetting exemptions, 2025 offers unique opportunities for individuals to lower their tax liability before year-end. This guide highlights smart,...
11 December, 2025