Newsletters

A new type of tax-advantaged account for children
Sat, Aug 1, 2026

Section 530A accounts, also known as “Trump Accounts,” offer a new tax-advantaged way to save for a child’s future. Learn who qualifies, how contributions work, the tax benefits available and what happens when the child turns 18. A sidebar compares these accounts with Section 529 plans.


Choosing the right business funding solution
Fri, Jul 31, 2026

Access to capital can help businesses manage cash flow, invest in growth and respond to unexpected challenges. Understanding the differences between lines of credit, term loans, government loan programs, equipment leases and alternative funding sources can help businesses choose the financing solution that best supports their goals.


Plan now for deferring tax on advance payments
Fri, Jul 31, 2026

Advance payments generally must be included in taxable income when received. However, eligible accrual-basis businesses may be able to defer recognizing a portion of that income until the following tax year. Understanding the rules now could help uncover valuable tax-planning opportunities before year end.


Single? You still need an estate plan
Fri, Jul 31, 2026

Estate planning isn't just for married couples and families. This article explains how single individuals can use wills, powers of attorney and other planning strategies to help ensure their wishes are carried out.


Download the Full August Newsletter

Archived Newsletters

July's Topics:

Simple retirement solutions for small business owners
How renting out your vacation home affects your taxes
Revisit your emergency fund goals
Backup withholding: What businesses should know
Tax Calendar

 

June's Topics:

Take advantage of expanded QSB stock tax benefits
Reducing IRS audit risk for small businesses
How an educational assistance program can strengthen your company's benefits package
Get ahead with a midyear tax review

 

 

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