When Should You Update Your Estate Plan?
Many people think of estate planning as a “one-and-done” task—something you complete and file away—but an estate plan should evolve as your life, finances, and relevant laws change.
If You’re Married, Should You File Jointly or Separately?
Married couples have a choice when filing their 2025 federal income tax returns: They can either file jointly or separately.
Can Your Small Business Benefit from the Health Care Coverage Credit?
Tax credits reduce tax liability dollar-for-dollar. As a result, they can be more valuable than deductions, which reduce only the amount of income subject to tax.
Increase Estate Planning Flexibility by Decanting an Irrevocable Trust
Irrevocable trusts provide various estate planning benefits, such as reducing estate taxes and helping to ensure assets are distributed as you wish, but estate planning isn’t a “set it and forget it” process.
Is Your Workplace Becoming Toxic?
Overlooking the early signs of a toxic workplace can quietly damage your organization’s reputation, morale, and ability to retain good people.
What a Recent Postal Service Clarification on Postmarks Means for You
If you send timely documentation or payments through the U.S. Postal Service (USPS), a recent update to the Domestic Mail Manual (DMM) may affect how and when you send your mail.
Increase Your Current Business Deductions Under Tangible Property Safe Harbors
Did your business make repairs to tangible property, such as buildings, equipment, or vehicles, in 2025?
Ensure You Can Substantiate Charitable Deduction Claims on Your 2025 Taxes
If you itemize deductions on your 2025 individual income tax return, you potentially can deduct donations to qualified charities you made last year. However, your gifts must be substantiated in accordance with IRS requirements.
Important Reporting Obligations Under the Affordable Care Act (ACA)
The Affordable Care Act (ACA) mandates that insurers, small employers with self-insured health plans, and all Applicable Large Employers report specific information regarding health coverage to the IRS.
Navigating the New QuickBooks Online User Interface
Still struggling with QuickBooks Online’s new user interface? We’ll go over the most significant changes and offer some tips.