News & Insights
Individual Tax Calendar: Key Deadlines for the Remainder of 2026
May 6th, 2026
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Strategy and Planning |
Tax |
Tax Credits |
High Net Worth
Yes, the April 15 tax deadline is now behind us. But there are also deadlines during the rest of the year that are important to be aware of. To help […]
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Your Post-Tax-Filing Checklist
May 5th, 2026
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Tax |
Tax Credits |
Wealth Management |
High Net Worth
After you’ve filed your 2025 tax return, what’s next? It’s easy to move on to other things, but taking a little time to address some tax-related items now can help […]
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IRS Issues Final Regulations on Tips Tax Break
April 28th, 2026
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Business Tax Services |
Tax |
Tax Credits |
Construction |
Employee Benefit Plans |
Manufacturing |
Small & Midsize Businesses
Last year, a new income tax deduction for qualified cash tips went into effect under the One Big Beautiful Bill Act (OBBBA). The break is scheduled to expire after 2028. […]
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FAQs About the Research Credit
April 24th, 2026
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Tax |
Tax Credits |
Small & Midsize Businesses
Companies that engage in research and development activities may qualify for a federal tax credit for some of those expenses. The credit is complicated to calculate, and not all research […]
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Benefits That Help You Care for Your Company’s Caregivers
April 20th, 2026
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Strategy and Planning |
Tax |
Tax Credits |
Employee Benefit Plans
With caregiving costs rising faster than inflation, it’s harder than ever to juggle parenting young children or caring for elderly relatives while also working nine to five. Your business can […]