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Maurice La Verdure: Jan 7, 2026 2:10:19 PM
Debt is inevitable for most small and midsize businesses. Loans are commonly used to help fund a company’s launch, expansion, equipment purchases and...
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Maurice La Verdure: Jan 7, 2026 1:42:03 PM
Beginning in 2026, individuals who itemize deductions and donate to charity will face a new limit on their charitable deductions. And in some cases,...
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Scott Henvey: Nov 20, 2025 4:46:33 PM
Beginning in 2026, taxpayers in the top federal income tax bracket will see their itemized deductions reduced. If you’re at risk, there are steps you...
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Maurice La Verdure: Nov 20, 2025 4:42:28 PM
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...
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Maurice La Verdure: Aug 5, 2025 5:26:18 PM
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...
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Maurice La Verdure: Aug 5, 2025 5:11:43 PM
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...
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Scott Henvey: Aug 5, 2025 5:04:33 PM
They say age is just a number — but in the world of tax law, it’s much more than that. As you move through your life, the IRS treats you differently...
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Scott Henvey: Jun 12, 2025 10:23:22 AM
The IRS recently released the 2026 inflation-adjusted amounts for Health Savings Accounts (HSAs). Employees will be able to save a modest amount more...
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Maurice La Verdure: May 8, 2025 12:08:47 PM
If you inherit assets after a loved one passes away, they often arrive with a valuable — but frequently misunderstood — tax benefit called the...
2 min read
Scott Henvey: Apr 8, 2025 2:06:16 PM
Suppose your adult child or friend needs to borrow money. Maybe it’s to buy a first home or address a cash flow problem. You may want to help by...
1 min read
Maurice La Verdure: Mar 10, 2025 10:55:53 AM
If you made significant gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a...
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Maurice La Verdure: Dec 2, 2024 1:02:53 PM
As a small business owner, managing health care costs for yourself and your employees can be challenging. One effective tool to consider adding is a...
2 min read
Scott Henvey: Dec 2, 2024 12:59:11 PM
Inflation can have a significant impact on federal tax breaks. While recent inflation has come down since its peak in 2022, some tax amounts will...
