How Pairing a Living Trust with a Pour-Over Will Can Help Cover All Your Assets
A living trust is one of the most versatile estate planning tools available. It offers a streamlined way to manage and transfer assets while maintaining privacy and control.
6 Last-Minute Tax Tips for Businesses
Year-round tax planning generally produces the best results, but there are some steps you can still take in December to lower your 2025 taxes. Here are six to consider:
Trusts: What You Need to Know About Paperless Federal Tax Payments & Refunds
In March 2025, the President signed Executive Order (EO) 14247 directing the U.S. Treasury and IRS to modernize federal payment systems.
Have You Used Up Your 2025 FSA Funds?
If you have a flexible spending account (FSA) through your employer to help pay for health or dependent care expenses, now is a good time to check your balance.
How Will Taxes Affect Your Merger or Acquisition?
Whether you’re selling your business or acquiring another company, the tax consequences can have a major impact on the transaction’s success or failure and should be a key factor when considering a merger or acquisition.
Plan Now to Ease Your Family’s Burdens Immediately After Your Passing
Planning for the end of life is never easy, but including your funeral and memorial wishes in your estate plan can relieve a major burden from your loved ones.
QuickBooks Desktop to Sunset in May 2027
If your organization uses any version of QuickBooks Desktop, please be advised that the application is due to sunset in May 2027. This means that critical safety and support features will no longer be available, including:
Fundraisers Should be Fun, but They Also Must be Profitable
If you’re planning a major fundraiser such as a dinner gala, you may be focused on the fun factors, such as the venue, menu, and entertainment.
High-Income Individuals: New Itemized Deduction Limitations Are Coming Next Year
Beginning in 2026, taxpayers in the top federal income tax bracket will see their itemized deductions reduced.
New Deduction for QPP Can Save Significant Taxes for Manufacturers and Similar Businesses
The One Big Beautiful Bill Act (OBBBA) allows 100% first-year depreciation for nonresidential real estate that’s classified as qualified production property (QPP).