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Insights Gallery

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Insights

Year-end tax planning: 10 moves to consider before 2026 ends

RootAdvisorsSeptember 30, 2026
Year-end tax planning isn't simply about finding deductions. It's about looking at your overall financial...
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Insights

2026 Federal tax changes: What to know before you file

RootAdvisorsSeptember 30, 2026
The IRS has announced inflation adjustments for more than 60 tax provisions for tax year...
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Insights,Smart Tips Article

IRS introduces automatic penalty relief for taxpayers with a strong compliance history

RootAdvisorsSeptember 30, 2026
The IRS is replacing its First Time Abate program with a new Automatic Exemption from...
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Insights,Smart Tips Article

Form 990 filing mistakes that can undermine your nonprofit’s credibility

RootAdvisorsSeptember 30, 2026
Form 990 is more than a tax return; it's a public document that donors, grantmakers...
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Insights,Smart Tips Article

Divorce and your tax return: what the settlement may not resolve

RootAdvisorsSeptember 30, 2026
A divorce settlement divides assets and establishes legal rights, but it does not resolve every...
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Insights,Smart Tips Article

The SEC may rescind its climate rules. What should private companies do now? 

RootAdvisorsSeptember 30, 2026
The SEC may rescind its 2024 climate disclosure rules, but private companies should not assume...
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Insights

Why today’s economy is driving a preference for private markets

RootAdvisorsAugust 31, 2026
Persistent economic uncertainty, changing interest rates, market volatility, and concerns about long-term returns have pushed...
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Insights

Labor equilibrium: How your business can take advantage

RootAdvisorsAugust 31, 2026
Economists sometimes describe this environment as “labor equilibrium.” In economic terms, a labor market is...
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Insights,Smart Tips Article

Cash flow forecasting as a leadership tool

RootAdvisorsAugust 31, 2026
Most business owners rely on backward-looking financials that tell them where they have been, not...
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Insights,Smart Tips Article

IRS provides gift tax safe harbor for Trump account contributions

RootAdvisorsAugust 31, 2026
The IRS just made it easier for families to fund Trump accounts without triggering an...
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Insights,Smart Tips Article

Why homeowners need to track improvements before a sale or inheritance

RootAdvisorsAugust 31, 2026
As home values rise, the federal home sale exclusion may no longer be enough to...
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Insights,Smart Tips Article

Tax mistakes new business owners make in their first profitable year

RootAdvisorsAugust 31, 2026
Your first profitable year in business is worth celebrating. But it can also bring expensive...
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