Insights & Updates
Empowering Your
Financial Journey
Explore a wealth of insights on navigating tax complexities, financial planning strategies, and the latest in regulatory changes, as well as news about the firm, all designed to empower your financial journey and keep you ahead of the curve.
COVID-Era IRS Penalty & Interest Refunds: What Taxpayers Should Know Before July 10, 2026
A recent federal court ruling in Kwong v. United States may create refund opportunities for taxpayers who paid certain IRS penalties or interest ...
Which retirement plan is best for a self-employed owner: SEP, SIMPLE, or Solo 401(k)?
A practical guide to using a SEP IRA, SIMPLE IRA, or solo 401(k) strategically, covering contribution limits, deadlines, employee rules, tax ...
Federal innovation grants for small businesses renewed through 2031
The Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) programs have been reauthorized and extended through ...
Filed an extension? How to use the time between now and October 15th
Filing a tax extension buys you time, but only if you use it wisely. From revisiting your April payment estimate to gathering missing documents ...
Making Hiring Work for Small Businesses
Hiring looks different today than it did even a few years ago - and for small business owners, the result is often the same: inboxes flooded ...
Spring cleaning your home: turning physical clutter into financial return
Most households are sitting on more idle capital than they realize - it's just tied up in closets, garages, and storage rooms. This article ...
Performance reviews that work: a better approach to feedback, accountability, and results
Performance reviews have a reputation for generating awkward conversations and little real change, but the problem isn't the concept itself. ...
March 2026 Newsletter
Please forward all information for the preparation of your 2025 income tax return(s). We have already provided the 2025 Tax Organizers to assist ...
Understanding the IRS’s new deduction for qualified overtime compensation
The IRS has introduced a new federal income tax deduction for qualified overtime compensation, effective for tax years 2025 through 2028. ...
Your HSA isn’t a debit card: building a tax efficient healthcare reserve
Most people use their HSA like a medical debit card, but the account is capable of much more. With a rare triple tax advantage and flexible ...
Spring cleaning your finances: eliminating subscription and asset drift
Financial clutter, from forgotten subscriptions to dormant accounts, can quietly drain your cash flow and complicate your financial picture. A ...
February 2026 Newsletter
We look forward to the opportunity to work with our clients again this tax season!!
The mega backdoor Roth: a straightforward strategy for high earners locked out of Roth IRAs
For high-income professionals locked out of traditional Roth contributions, mega Roth conversions offer a powerful alternative. By contributing ...
IRS clarifies 100% first-year bonus depreciation rules
The IRS recently issued new guidance clarifying how the permanent 100% bonus depreciation deduction will work moving forward. This allows ...
S-corporations 101: FAQs for business owners
S-corporations are one of the most frequently discussed (but often misunderstood) tax structures for small business owners. While they can offer ...
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