Jan 5, 2026 | Blog Posts, Tax
Form 8300 is an IRS/Financial Crimes Enforcement Network form used to report cash payments of more than $10,000 received in a trade or business. This is a reminder that this reporting obligation has long been in place and that electronic filing has been required for...
Dec 22, 2025 | Blog Posts, Tax Talk Tuesdays
The holiday season often inspires generosity. Whether it’s helping a child with a home down payment, contributing to a grandchild’s education, or simply sharing financial support with loved ones, year-end gifting can be meaningful — and tax-smart — when done...
Dec 15, 2025 | Blog Posts, Tax Talk Tuesdays
As year-end approaches, CFOs and finance leaders are immersed in familiar demands—closing the books, completing audits, finalizing budgets, and preparing board materials. But the most effective CFOs understand that December is not just about finishing strong. It is a...
Dec 9, 2025 | Blog Posts, Tax Talk Tuesdays
Retirement today is about more than stopping work; it’s about starting the life you’ve been waiting to live. Today’s retirees are more active, purpose-driven, and eager to explore new possibilities. Whether it’s traveling the world, launching a passion project,...
Dec 1, 2025 | Blog Posts, Tax Talk Tuesdays
As December 31 approaches, now is the time for business owners to evaluate their tax strategy and confirm that their financial decisions align with year-end goals. This year brings a mix of legislative updates, shifting economic conditions, and planning opportunities...
Nov 24, 2025 | Blog Posts, Tax Talk Tuesdays
As the calendar turns toward year-end, it becomes increasingly important to take stock of your financial situation and use every opportunity to improve your tax outlook. New rules, fresh deductions, and ongoing economic changes can all influence your overall tax...
Nov 18, 2025 | Tax, Tax Talk Tuesdays
The One Big Beautiful Bill Act (OBBBA) made major changes to federal tax law, including an important update to the business interest expense limitation under Internal Revenue Code (IRC) Section 163(j). OBBBA restores the EBITDA-based calculation, allowing businesses...
Nov 11, 2025 | Blog Posts, Tax Talk Tuesdays
The One Big Beautiful Bill Act (OBBBA) made a permanent change to Section 163(j) of the Internal Revenue Code, restoring a more favorable way for businesses to calculate and deduct interest expense. The return of the EBITDA approach—earnings before interest, taxes,...
Nov 3, 2025 | Blog Posts, Tax Talk Tuesdays
Investing in a growing company can be rewarding, and under federal law, it can also bring major tax advantages. Two provisions—Sections 1202 and 1045 of the Internal Revenue Code—were designed to encourage investment in early-stage U.S. C corporations. Section 1202...
Oct 28, 2025 | Blog Posts, Tax Talk Tuesdays
The Social Security Administration’s 2.8% cost-of-living adjustment for 2026 may sound like good news for retirees, but rising costs could quickly diminish that gain. Medicare trustees project a 12% increase in standard Part B premiums to $206.50 next year, with...
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