Videos and Articles

When saying “no” to an inheritance might make sense

When saying “no” to an inheritance might make sense

Most people spend time planning how to leave an inheritance—but far fewer consider when it might be smarter to decline one. In some cases, accepting assets can create unintended tax burdens or complicate long-term wealth planning. This article explores why, when, and how disclaiming an inheritance could be a strategic financial move.
Avoid tax surprises: set up proper withholding now

Avoid tax surprises: set up proper withholding now

Think your tax refund is just "extra money"? It might actually be a sign that your withholding is off, and that the IRS has been holding your money all year. This quick read breaks down how to fix that now, so you’re not stuck with a surprise bill (or a missed opportunity) next April.
How to protect your retirement accounts during market volatility

How to protect your retirement accounts during market volatility

Market swings can be unsettling, but they don’t have to weaken your retirement plan. Learn how a strategic blend of short-, mid-, and long-term investments, plus flexible withdrawal methods, can build financial resilience.
Tariffs and trade wars: how businesses can adapt and manage costs

Tariffs and trade wars: how businesses can adapt and manage costs

Explore how global tariffs and trade changes can impact your business and learn strategies for successful adaptation. Discover practical tips on cost management in our latest article.
Accountants: Unsung Heroes in Navigating Economic Challenges

Accountants: Unsung Heroes in Navigating Economic Challenges

Recessions present challenges but also opportunities for growth and innovation. Proactive steps can ensure financial stability even in uncertain times.
IRS priorities may be shifting under new administration

IRS priorities may be shifting under new administration

IRS enforcement priorities are shifting, and the ripple effects could impact everything from high-income audits to payroll tax compliance. With workforce changes, funding rollbacks, and new leadership shaping the agency’s direction, taxpayers and advisors alike should be paying close attention. Read the full article to understand what’s changing—and what it could mean for your compliance strategy.
IRS digital changes expected for the 2025 tax filing season

IRS digital changes expected for the 2025 tax filing season

The US government aims to modernize its payments system by eliminating paper checks and promoting electronic payments for tax refunds and Social Security. The change, effective from September 30, 2025, could pose challenges for those unfamiliar with digital banking systems.
How to optimize your business interest deductions

How to optimize your business interest deductions

Discover how optimizing interest expense deductions under IRC §163(j) can significantly impact your business's cash flow and financial planning. From legislative changes brought by the TCJA and CARES Act to strategies for maximizing deductions, this article explores the complexities and opportunities within this evolving tax landscape. Stay ahead with insights into managing debt structures and preparing for future regulatory shifts.
The Positive Impact of Rehiring IRS Workers on Taxpayers

The Positive Impact of Rehiring IRS Workers on Taxpayers

The IRS is reinstating approximately 7,000 probationary employees, previously laid off, to return to work by April 14th. What does this mean for taxpayers?
What you need to know before applying for an SBA loan

What you need to know before applying for an SBA loan

Thinking about applying for an SBA loan to start or buy a business? Understanding your options—and what lenders really look for—can make or break your application. This guide walks you through the most common SBA loan types, eligibility rules, and key documentation to help you prepare with confidence.
Financial Blind Spots at Each Stage of the Business Lifecycle

Financial Blind Spots at Each Stage of the Business Lifecycle

Every stage of the business lifecycle comes with hidden financial risks—and most aren’t where you’d expect them. From early cash flow traps to overlooked succession planning, it’s easy to miss the warning signs until they’ve already impacted your bottom line. In this video, we break down the most common blind spots—and how to stay ahead of them.
Family Loans and Gifts: Avoiding a Tax Headache

Family Loans and Gifts: Avoiding a Tax Headache

When relatives lend or gift money, it can strengthen family bonds or lead to complications if not handled properly. This video explores the differences between gifts and loans in family finances, highlighting IRS guidelines and offering strategies to manage these transactions with minimal tax impact.
Tax obligations for household employees

Tax obligations for household employees

Hiring household help, such as nannies or housekeepers, brings convenience but also labels you as an employer with specific tax duties. This guide will walk you through your responsibilities, from classifying workers correctly to navigating Social Security and unemployment taxes, ensuring a compliant and rewarding experience for both you and your employees.
Interim Final Rule on BOI Reporting

Interim Final Rule on BOI Reporting

The interim final rule from FinCEN, released March 21, 2025, removes the obligation for U.S. companies and individuals to report Beneficial Ownership Information (BOI), now making this a requirement only for foreign entities.
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