Newsletters

Take advantage of expanded QSB stock tax benefits
Mon, Jun 1, 2026

Qualified small business (QSB) stock can offer valuable tax benefits for investors, and recent tax law changes have expanded those opportunities. The One Big Beautiful Bill Act increases eligibility thresholds, introduces gain exclusions for shorter holding periods and raises the per-issuer exclusion limit. This article discusses the changes and outlines what potential investors should know.


Reducing IRS audit risk for small businesses
Mon, Jun 1, 2026

IRS audits can disrupt even well-run businesses. This article highlights five key audit risk areas for small businesses, including income reporting, deductions, losses, recordkeeping and worker classification. Understanding these issues and maintaining accurate documentation can help reduce audit exposure and support ongoing compliance.


How an educational assistance program can strengthen your company’s benefits package
Mon, Jun 1, 2026

Section 127 educational assistance programs allow employers to provide tax-advantaged education benefits for employees. Recent legislative changes have made them more valuable. This article outlines how these plans work, key compliance requirements and considerations for closely held businesses.


Get ahead with a midyear tax review
Mon, Jun 1, 2026

This article addresses the importance of a midyear tax checkup to help manage potential tax exposure and identify planning opportunities before the filing season arrives.


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Archived Newsletters

May's Topics:

Turn a real estate sale into a tax-smart strategy
Before you shred: Know which tax records to keep
Plan carefully to minimize taxes on your inheritance
How hiring your child this summer can reduce taxes

 

 

April's Topics

What to know if you receive an IRS notice
The IRS criteria for distinguishing hobbies from businesses
Common growth mistakes small businesses make
Are college scholarships really tax-free?
Tax Calendar

 

March's Topics:

What's new for retirement catch-up contributions in 2026
Businesses regain immediate deduction for R&E expenses
IRS expands digital asset reporting with new Form 1099-DA
Employee engagement may be weaker than it appears

 

February's Topics:

Unlock bigger deductions on rental real estate
Estate planning for 2026 and beyond
Taking control with self-directed IRAs
2026 tax law changes for businesses