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Understanding Recent Changes to Tax Sheltered Annuities

A 403(b) plan, also known as a tax-sheltered annuity, is a retirement savings program that many tax-exempt...

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When Consumers Pull Back: What Small Businesses Need to Know Right Now

Consumers are delaying purchases, travel, and dining due to economic uncertainty. Learn how small businesses...

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How the Social Security Fairness Act and Lump-Sum Election Can Maximize Your Benefits

On January 4, 2025, President Biden signed into law the Social Security Fairness Act, a significant milestone...

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Video Tips: Energy Efficient Home Improvement Credit

The IRS issued Notice 2023-59 regarding the requirements for home energy audits for taxpayers that...

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Fore! When Golfers Miss the Fairway on Taxes

Explore the tax challenges faced by professional golfers, including Angel Cabrera and Jim Thorpe, and...

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Taxpayers Living Abroad, June 16, 2025, Is an Important Filing Deadline

June 16, 2025, is the due date both for Americans living and/or working outside the U.S. to file their...

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Cash Flow Is King (Again): How Small Businesses Can Stay Strong in Uncertain Times

With mixed economic signals, small businesses must prioritize cash flow management. Learn smart budgeting,...

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Understanding Filing Requirements and Non-Compliance Penalties for Exempt Organizations

Navigating the labyrinth of return filing requirements for tax-exempt entities can seem daunting at first...

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Video Tips: Gambling Tax Gotchas

Gambling income can affect taxes in more ways than one might believe....

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When Your Supply Chain Gets Shaky: How SMBs Can Stay Strong

Supply chain disruptions can crush small businesses if you're not prepared. Learn how to map risks, build...

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May 5th Resumption of Federal Student Loan Collections

As the U.S. Department of Education charts a new path post-pandemic, one significant move is the resumption...

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Don’t Get Played by a “Finfluencer”: Why Your Tax Pro Should Be Your First Call

Social media is full of flashy financial advice, but bad actors abound. Here’s why working with...

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