Your Guide to Setting up a Qualified Retirement Plan
What counts as a qualified retirement plan, and what does it mean for your paycheck and your taxes? Our CPAs break down qualified vs. nonqualified plans, how contribution limits work, recent rule changes, and the tax credits that may cover most of a small business’s plan setup costs.
Tax Planning on Investment Gains: A Guide for Angel Investors & VCs
Navigating startup liquidity events requires strategic foresight long before a deal closes. Effective tax planning on investment gains helps investors evaluate QSBS eligibility, manage carried interest, and optimize exit returns.
How Real Estate Investors Can Navigate Multi-State Tax Filing
Real estate investors can handle multi-state tax filing by figuring out which states require a return, reporting rental income where the property is located, keeping records for each property, and claiming any available credits for taxes paid to another state. Owning property in more than one state may mean filing more than one tax return. […]
How Seniors Can Benefit from the Social Security Tax Deduction
Discover how the social security tax deduction for seniors can help reduce taxable income and protect retirement funds. This comprehensive guide covers eligibility, income phaseouts, filing requirements, and practical examples for single and married taxpayers.
The 2026 IRS Business Mileage Rate, Rules, & Deductions
The 2026 IRS business mileage rate increased to 70 to 72.5 cents per mile. Learn how to calculate your mileage deduction, how it affects your record keeping, factors that influence the rate, and when the standard rate may not apply to you.
4 Types of Trusts and Their 6 Core Benefits
From avoiding probate and reducing estate taxes to maintaining privacy and having greater control, learn the main benefits of setting up a trust. Then, explore the 4 types of trusts to learn which is right for your family.
Understanding the No Tax on Tips Rule and Who Qualifies
Learn all about the No Tax on Tips Act including who is eligible to claim a deduction on the no tax on tips act, income limits, tax implications, and get an explanation by occupation.
Important Tax Deadlines to Remember
Bookmark this article so you can reference this year’s main tax deadline as well as other important tax deadlines. From non-profits to individuals, & corporations, there are 9 tax deadlines to be aware of, and they extend into October!
Importance of Keeping 401k Beneficiaries Current
Explore the importance of 401k beneficiary designations, beneficiary rules, tax consideration, and answers to common questions regarding survivors.
The Key Differences Between Bookkeeping and Accounting
One of the key differences in bookkeeping vs accounting is the shift from record-keeping to financial analysis. Learn the key principles that dictate when you should be using bookkeeping vs accounting for your records.