News & Insights
News
Insights
Recent Posts
- What are the Common Warning Signs of Financial Distress?
- Cost vs. Coverage: Renewing Your Business’s Employee Health Plan
- Restricted Gifts and Your Nonprofit’s Responsibility
- Charitable Contribution Deductions: What to Know for Your 2026 Tax Return
- Expecting a Big Revenue Year? Consider Tax Moves Before Year End
- Make More Timely Business Decisions with Interim Financial Reports
- When the Record Matters: Better Board Minutes for Nonprofits
- Consider an Installment Sale to Optimize Taxes When Selling Your Business
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Charitable Contribution Deductions: What to Know for Your 2026 Tax Return
Charitable giving may offer a tax benefit even if you don’t itemize deductions on your federal income tax return. Beginning with the 2026 tax year, new provisions under the One…
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Trump Accounts Are Here: What Families and Employers Should Know
If a family has children under 18, those children likely have a Trump Account, even if their parents never opened one. After the Treasury’s recent automatic enrollment, nearly 70 million…
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Watch Out for the Growing Reach of the Additional 3.8% Tax on Investment Income
Strong portfolio performance can bring an unwelcome surprise: an additional 3.8% federal tax. The income thresholds for the net investment income tax (NIIT) aren’t annually adjusted for inflation and haven’t…
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Reviewing the September 2026 Markets
Reverse Crowd Out At the beginning of this decade, US bond markets operated under extraordinary monetary accommodation. The period, which economists refer to as ZIRP (zero interest rate policy), created…
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What Higher 2026 AMT Risk may Mean for Your Year-End Tax Planning
Tax law changes taking effect this year will increase alternative minimum tax (AMT) risk for some higher-income taxpayers. If you may be affected, consider the AMT before implementing income or…