Financial Insights
AI Isn’t Replacing Your Business. But It Is Changing How You Scale It
There’s a lot of noise around AI right now. Some of it is about job loss. Some of it is about disruption. Most of it is not particularly helpful when you are trying to run a busi
Wait Until 2027: How the OBBBA’s New Rules Can Slash Your Capital Gains Tax
The One Big Beautiful Bill Act (OBBBA) has fundamentally reshaped the tax-advantaged investment landscape by making the Qualified Opportunity Zone (QOZ) program permanent. For taxp
Beat the SALT Cap: How PTET Lets Pass-Through Owners Reclaim State Tax Deductions
If you pay substantial state and local taxes (SALT) and feel the pain of the federal cap on SALT deductions, you may find relief if you are eligible to use the pass-through entity
Charitable Giving in 2026: Navigating New Tax Laws and Maximizing Your Gift’s Impact
As the landscape of charitable giving continues to evolve, 2026 ushers in significant changes in the tax treatment of donations. For both itemizers and non-itemizers, understanding
Behind on Payroll Taxes? This Is the Most Dangerous Tax Debt Your Business Can Have
A slow quarter? You can recover from that. A late income tax payment? There are payment plans. Vendor pressure? Negotiable. But payroll tax debt? That’s different. If your busi
Avoid the Postal Service Drop Boxes, Your Tax Return Might Not Get Postmarked by April 15th
For decades, taxpayers have relied on a simple principle known as the “Mailbox Rule.” Formally enshrined in Internal Revenue Code Section 7502, this rule states that &#
Landmark US Court Ruling May Let Taxpayers Reclaim Penalties and Interest
If you paid the IRS tax penalties and interest during the COVID-19 pandemic, this article includes important information on how you may be able to recover those amounts because of
New Tax Scams Are Circulating — Are You Protected?
Tax season is a busy time for taxpayers. It is also a busy time for criminals as they ramp up efforts to trick people into sharing sensitive personal information. Identity thieves

