News & Insights
News
Insights
Recent Posts
- 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
- 5 Year-End Tax Planning Strategies for Businesses
- 5 Tax-Smart Ways to Take Cash Out of Your C Corporation
-
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…
-
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…
-
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…
-
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…
-
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…