Why Now Is the Time for Tax Planning
Our 2026 Tax Planning Guide is designed to help you understand the changing tax environment and consider strategies that may be relevant to your situation. Click >>
News
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 >>
If You Have a Loved One with a Disability, Consider a Special Needs Trust
Estate planning can take on added significance when a child, spouse or other loved one has a disability. Leaving assets directly to that person — even >>
FinCEN Permanently Rolls Back CTA Requirements for U.S. Businesses
If your business was required to report beneficial ownership information (BOI) to the federal government under the Corporate Transparency Act (CTA), there’s good news: On August >>
A Small Business Primer on Expense Deductions
Whether your small business is new or you’ve run it for decades, you may not fully understand which expenses are potentially tax-deductible and which aren’t. After >>
Build Credibility with Audited Financial Statements
A financial statement audit can give lenders, investors and other stakeholders greater confidence in your business’s financial reporting. But not every private business needs an audit >>
Remote Work Can Complicate Your State Taxes
Working remotely may broaden your job options and make daily life easier. But working from a different state than your employer — or spending part of >>
When Your Will Needs an Update, Follow the Formalities
Laws governing the execution of a valid will vary by state, but they generally require certain formalities. For example, a will typically must be signed by >>
Educators May Be Able to Claim 2 Deductions for 2026 Classroom Expenses
Teachers and other educators often spend their own money on books, supplies, equipment and other classroom needs. For 2026, eligible educators may have two ways to >>
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 >>
