Insights
All Articles
IRS grants employers penalty relief for 2025 tip and overtime reporting
The IRS is offering penalty relief for 2025 as employers struggle to comply with new reporting requirements for tips and overtime pay under the OBBBA. While businesses won't face penalties this year for failing to separately report qualified tips, overtime compensation, and occupation codes, this transition period is explicitly temporary—and smart employers will use it to prepare for full compliance in 2026.
Practical strategies for managing a sudden financial gain
Are you equipped to handle a sudden financial gain? Learn four steps you can take to navigate tax planning and potential tax burdens associated with a financial windfall.
It’s time! What to prepare for tax year 2025 filing
Whether you’re an individual taxpayer or business owner, preparing early for tax time can reduce delays, minimize errors, and help your tax pros do their best work on your behalf. Our team has put together a practical guide to get you started on the right foot this tax season, including key deadlines, commonly required documents, and planning considerations.
New year, new rules: What to know about IRS changes taking effect this month
The IRS and Congress have enacted tax law changes and regulatory updates that take effect this month and will impact individual taxpayers, employers, retirement plan sponsors, and businesses of all sizes. From tax filing to retirement planning, here are a few key things you should know about what’s new this year.
New Year’s Resolutions for Small Business Owners
Thoughtful financial resolutions can help businesses improve cash flow, boost profitability, and weather unexpected headwinds. Here are some New Year’s financial resolutions to guide small business owners into 2026 with confidence.
Hiring your child: tax perks and potential pitfalls for families in business
Hiring your child in your business can offer powerful tax advantages while teaching financial responsibility and supporting long-term wealth planning. Learn how to structure it properly, avoid IRS pitfalls, and make the most of this overlooked family strategy.
From holiday rush to year-round growth: turn seasonal shoppers into loyal customers
The holiday season offers more than a revenue spike for business owners; it’s a unique window to build lasting customer relationships. Let’s explore how to align your messaging with the shopper mindset, position your offers, leverage multi-channel reach, and convert one-time buyers into loyal customers while keeping your operations strong.
Structuring the workday: lessons from ultra-productive CEOs
Ultra-productive CEOs structure their days to protect focus, reduce decision fatigue, and create time for what matters most. Their routines aren’t one-size-fits-all, but they do reveal patterns worth borrowing. A small shift in your day might lead to a big difference in how you lead.
Raising financially savvy kids
Financial literacy starts early, and families that treat money as a life skill, not a taboo topic, often raise more confident, capable decision-makers. From introducing real responsibility to modeling values-based spending, here’s how parents are helping their kids build lasting financial judgment.
Year-End Tax Planning: Last-Minute Tactics for Cash-Based Businesses
For small businesses using cash-based accounting, the next few weeks present valuable opportunities to manage taxable income and reduce 2025 tax liability.
The Art of Hygge: Finding Comfort and Joy in Everyday Moments
When winter days grow short and the world feels a little too fast, the Danish concept of hygge (pronounced “HYOO-gah”) offers a gentle reminder: Happiness often hides in simplicity.
November Novelties
Take a short break from pumpkin-spiced lattes and raking leaves, and let’s get warmed up with some November trivia!
No results found.