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How to Value a Merger or Acquisition: Key Methods and Strategies
1 min read
Shift income to take advantage of the 0% long-term capital gains rate
Are you thinking about making financial gifts to loved ones? Would you also like to reduce your capital gains tax? If so, consider giving appreciated...
2 min read
Writing an AI governance policy for your business
Artificial intelligence (AI) is changing the way businesses operate. Its capacity to gather and process data, as well as to mimic human interactions,...
2 min read
5 ways your business can build a stronger annual budget
As summer gives way to fall, many businesses begin their budget-setting processes for the upcoming year. This annual rite of passage can be...
3 min read
What the new tax law could mean for you
As 2025 began, individual taxpayers faced uncertainty with several key provisions of the tax law that were set to expire at the end of the year. That...
2 min read
Understanding spousal IRAs: A smart retirement strategy for couples
Retirement planning is essential for all families, but it can be especially critical for couples where one spouse earns little to no income. In such...
2 min read
Startup costs and taxes: What you need to know before filing
The U.S. Census Bureau reports there were nearly 447,000 new business applications in May of 2025. The bureau measures this by tracking the number of...
2 min read
DOs and DON’Ts to help protect your business expense deductions
If you’re claiming deductions for business meals or vehicle expenses, expect the IRS to closely review them. In some cases, taxpayers have incomplete...
2 min read
Safe harbor 401(k)s offer businesses a simpler route to a retirement plan
When many small to midsize businesses are ready to sponsor a qualified retirement plan, they encounter a common obstacle: complex administrative...
2 min read
Family business focus: Addressing estate and succession planning
The future often weighs heavier on the shoulders of family business owners. Their companies aren’t just “going concerns” with operating assets, human...
2 min read
How your business can sharpen its marketing strategy
Creating a marketing strategy for any company isn’t a “one and done” activity. As you’ve no doubt experienced, the approach you use to connect with...
2 min read
Still have tax questions? You’re not alone
Even after your 2024 federal return is submitted, a few nagging questions often remain. Below are quick answers to five of the most common questions...



