From rising costs to supply chain headaches, shifting U.S. trade policies are making it harder for SMBs to stay ahead. How do you protect your profits and plan for the future? We break down the impact of tariffs and the smart strategies you can use to navigate them.
Did you know that community property laws can impact how you and your spouse file taxes? From income division to special tax rules, understanding these laws is crucial for accurate tax planning.
Want top-tier expertise without the cost of a full-time hire? Fractional hiring lets small and mid-sized businesses bring in seasoned pros—like a Sales Manager or Marketing Director—on a part-time or project basis.
Looking to defer capital gains taxes when selling an investment property? A 1031 exchange allows you to reinvest proceeds into another like-kind property—keeping more of your money working for you!
Nearly half of U.S. families are headed by two working spouses, often with separate accounts. Even with individual portfolios, couples can benefit from a joint strategy to maximize employer matches, diversify investments, and take advantage of spousal IRA contributions.
The IRS has postponed the application of proposed regulations related to RMDs under SECURE 2.0, now set to take effect in 2026, including RMD age clarification, Roth account distributions and spousal elections.
The Corporate Transparency Act (CTA) and its Beneficial Ownership Information (BOI) reporting requirements are facing legal and legislative challenges, leaving the filing deadlines uncertain. Find out what’s happening, what it means for your business, and how you can prepare for potential changes.
Every year, the Internal Revenue Service (IRS) announces cost-of-living adjustments that impact contribution limits for retirement plans, as well as various tax deductions, exclusions, exemptions, and thresholds. We look at some of the key adjustments for 2025.
Issuing 1099s might not be glamorous, but it’s essential for small business compliance. Learn the rules and how we can help you stay on track.
Divorce or separation brings many challenges, including deciding who gets to claim the kids on their taxes. From custodial parent rules to Form 8332 and tax credits, understanding the IRS guidelines is key to maximizing benefits and avoiding mistakes
