Insights Gallery
🔍
Year-end tax planning: 10 moves to consider before 2026 ends
Year-end tax planning isn't simply about finding deductions. It's about looking at your overall financial...
2026 Federal tax changes: What to know before you file
The IRS has announced inflation adjustments for more than 60 tax provisions for tax year...
IRS introduces automatic penalty relief for taxpayers with a strong compliance history
The IRS is replacing its First Time Abate program with a new Automatic Exemption from...
Form 990 filing mistakes that can undermine your nonprofit’s credibility
Form 990 is more than a tax return; it's a public document that donors, grantmakers...
Divorce and your tax return: what the settlement may not resolve
A divorce settlement divides assets and establishes legal rights, but it does not resolve every...
The SEC may rescind its climate rules. What should private companies do now?
The SEC may rescind its 2024 climate disclosure rules, but private companies should not assume...
Why today’s economy is driving a preference for private markets
Persistent economic uncertainty, changing interest rates, market volatility, and concerns about long-term returns have pushed...
Labor equilibrium: How your business can take advantage
Economists sometimes describe this environment as “labor equilibrium.” In economic terms, a labor market is...
Cash flow forecasting as a leadership tool
Most business owners rely on backward-looking financials that tell them where they have been, not...
IRS provides gift tax safe harbor for Trump account contributions
The IRS just made it easier for families to fund Trump accounts without triggering an...
Why homeowners need to track improvements before a sale or inheritance
As home values rise, the federal home sale exclusion may no longer be enough to...
Tax mistakes new business owners make in their first profitable year
Your first profitable year in business is worth celebrating. But it can also bring expensive...











