3 min read
Scott Henvey: Sep 30, 2026, 11:23:02 AM
Over the years, you’ve invested blood, sweat and tears into building a successful small business. Now it’s time to sell and move on to the next...
4 min read
Maurice La Verdure: Sep 30, 2026, 10:19:33 AM
Executives and key employees often receive stock-based compensation in addition to salaries and bonuses. If restricted stock is part of your...
4 min read
Maurice La Verdure: Aug 19, 2026, 10:43:15 AM
A higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth to save or have hit unexpected...
3 min read
Scott Henvey: Aug 19, 2026, 10:39:31 AM
Have you already made contributions to charity this year? Are you considering making more between now and year end? If so, it’s important to be...
2 min read
Maurice La Verdure: May 27, 2026, 2:44:51 PM
Whether you’re relocating for work, retirement, family or lifestyle reasons, state taxes can have a significant financial impact. Taxes vary widely...
2 min read
Maurice La Verdure: May 27, 2026, 2:37:26 PM
Many taxpayers discover at filing time that their tax payments during the year didn’t align with their actual liability — either too much or too...
2 min read
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...
1 min read
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...
2 min read
Scott Henvey: Nov 20, 2025, 4:38:44 PM
Thoughtful business gifts are a great way to show appreciation to customers and employees. They can also deliver tax benefits when handled correctly....
2 min read
Scott Henvey: Sep 18, 2025, 1:33:49 PM
Before the One Big Beautiful Bill Act (OBBBA), tip income and overtime income were fully taxable for federal income tax purposes. The new law changes...
2 min read
Scott Henvey: Aug 5, 2025, 4:58:46 PM
College can be expensive. According to the College Board, the average sticker price for tuition and fees at private colleges was $43,350 for the...
1 min read
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...
2 min read
Scott Henvey: May 8, 2025, 12:17:36 PM
Stock, mutual fund and ETF prices have bounced around lately. If you make what turns out to be an ill-fated investment in a taxable brokerage firm...
