News & Insights
New Provisions for 2026 May Affect Your Tax Planning
March 16th, 2026
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Tax |
Tax Credits |
High Net Worth |
Small & Midsize Businesses
The many tax-related provisions that went into effect last year after the One Big Beautiful Bill Act (OBBBA) was signed into law are affecting 2025 federal income tax returns being […]
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Strengthening Internal Controls in Growing Small & Midsize Businesses: Scaling Without Increasing Risk
March 10th, 2026
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By Bethany Verble |
Consulting |
Strategy and Planning |
Cannabis |
Construction |
Healthcare |
Manufacturing |
Small & Midsize Businesses |
Telecommunications
Growth signals that your business is on the right track. Revenue climbs, new team members come aboard, and opportunities multiply. Yet, as operations expand, so does complexity—and with it, risk. […]
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Deferring Taxes on Advance Payments
March 4th, 2026
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Business Tax Services |
Tax |
Small & Midsize Businesses
An advance payment is one received by a business before it provides whatever is being paid for. For federal income tax purposes, generally advance payments must be reported as taxable […]
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Some Small Businesses Can Still Benefit from the Health Care Coverage Credit
March 3rd, 2026
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Tax Credits |
Healthcare |
Small & Midsize Businesses
Tax credits reduce tax liability dollar-for-dollar. As a result, they can be more valuable than deductions, which reduce only the amount of income subject to tax. One tax credit that […]
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Before Claiming a Charitable Deduction for 2025, Make Sure You Can Substantiate it
February 26th, 2026
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Business Tax Services |
Tax |
High Net Worth
If you itemize deductions on your 2025 individual income tax return, you potentially can deduct donations to qualified charities you made last year. But your gifts must be substantiated in […]