Tax Planning

Year-End Individual Tax Planning Opportunities

Year-end is rapidly approaching, as are the holidays. So, before you become distracted with the seasonal celebrations, it may be in your best interest to consider year-end tax moves that can benefit you for your 2025 tax filing. Here are last-minute tax issues you might consider:
Cash Flow

​Cash Flow vs. Profit: The Hidden Reason Healthy Businesses Struggle

You finally have a year where sales are up and the books show a profit—yet your bank account feels like it missed the memo. Read more about cash flow versus profit.
Gifts

Holiday Gifts That Offer Tax Benefits for You and Your Loved Ones

The holiday season is a time of giving, and while the joy of gifting is often its own reward, there are ways to make your generosity even more impactful through strategic tax planning.
Student Loans

Exploring Tax Opportunities to Pay Off Student Loans

Paying off student loans can be a significant challenge for many graduates. However, leveraging tax-advantaged strategies can alleviate some of this burden. In this article, we’ll explore various tax opportunities to help pay off student loans.
IRS

IRS Shifts to Paperless Refunds: What This Might Mean for You

In a move set to redefine the refund process, the Internal Revenue Service (IRS), in collaboration with the U.S. Department of Treasury, has announced the gradual phasing out of paper tax refund checks starting September 30, 2025, as mandated by Executive Order 14247.
Education

Saving for College: The Education Tax Breaks 90% of Parents Miss

The cost of higher education is enough to make any parent’s stomach flip. Tuition, room, board, fees—it adds up fast. But here’s what most families don’t realize: you don’t have to shoulder it all on your own.
A Smarter Way to Read Your Business’s Health: The Balance Sheet Deep Dive cover

A Smarter Way to Read Your Business’s Health: The Balance Sheet Deep Dive

Starting a business is more than revenue and expenses—it's about knowing what you truly own, what you owe, and what your venture is worth. That’s where a balance sheet comes in: a snapshot that tells the story of your business’s financial condition in a single glance.
Adoption

How the Adoption Credit Can Ease Your Path to Parenthood

Are you in the process of or thinking about adopting? The tax code includes an adoption credit which is a significant benefit available to taxpayers who adopt a child, providing financial relief for eligible expenses.