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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Restricted Stock Deserves Attention Before Year End
Executives and key employees often receive stock-based compensation in addition to salaries and bonuses. If restricted stock is part of your compensation, considering the potential tax consequences well before December…
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IRS Guidance Clarifies Employer Contributions to 530A Accounts and More
Getting children on the road to a financially secure future can be a challenge. To help, the One Big Beautiful Bill Act (OBBBA) created Section 530A accounts (also known as…
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Reviewing the August 2026 Markets
Signals Across Markets Markets continuously provide information to investors, but sometimes the message becomes clearer when several markets are viewed together. Recently, the relationship between interest rates, equities, foreign exchange…
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Senate Taxwriters Approve Bill to Expand Taxpayer Protections
The Senate Finance Committee voted 26 to 1 on July 30 to approve an IRS reform bill that would offer new ways for taxpayers to pursue refund claims and address a range…
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Sometimes How Much is in Tax-Deferred Retirement Accounts May Be Too Much
Contributing as much as possible to tax-deferred retirement accounts such as traditional 401(k)s and IRAs is a common recommendation. Contributions generally are pretax or deductible, and the power of tax-deferred…