ARTICLES

There’s still time to make smart tax moves before 2026 comes to a close. From reviewing your withholding and retirement contributions to charitable giving, business purchases, and investment losses, here are seven strategies to consider in the final 60 days of the year.

Don’t wait until January to review your books. A year-end financial review can help you understand profitability, manage cash flow, identify tax planning opportunities, and start the new year with greater financial clarity.

A strong year deserves a smart tax strategy. Discover five important conversations high-income business owners should have with their CPA before the end of the year to make informed decisions about compensation, deductions, retirement, estimated taxes, and future growth.

Effective tax planning is about more than maximizing deductions. Learn how to evaluate tax-saving opportunities while protecting the cash flow your business needs to operate, invest, and grow.

Considering new equipment, technology, or other business assets? Learn how 100% bonus depreciation works, what purchases may qualify, and why timing and tax planning matter before the end of the year.

Your business had a profitable year. Now is the time to make those earnings count. Explore six year-end tax planning strategies to help manage your tax liability, make informed financial decisions, and prepare your business for the year ahead.

For taxpayers who requested an extension earlier this year, October 15 is an important filing deadline. If you miss the extension deadline, file as soon as possible. Gather your tax documents, determine your balance or expected refund, and address any amount owed.

For owners of pass-through businesses, the QBI deduction can provide meaningful tax savings. Here’s what business owners should know as they plan for the end of the year.

Q4 is the time to move beyond tax preparation and start planning ahead. Explore five important tax planning conversations business owners should have before the end of the year.

Planning to donate before year-end? Learn how 2026 rules for cash, property, appreciated assets, and volunteer expenses can affect your charitable deduction.

Accurate financial information gives business owners the visibility they need to make confident decisions. Learn how organized records, financial reporting, cash flow planning and strategic financial guidance can help you manage risk and position your business for sustainable growth.

A thorough Q3 financial review does more than prepare your books for tax season. It gives you clearer insight into your financial position and helps you enter Q4 with greater confidence.

As the third quarter comes to an end, business owners should evaluate their financial performance before year-end decisions become urgent. Two numbers deserve particular attention: profit and cash flow.

If your child is starting college this fall, you may qualify for valuable tax breaks. Learn more.

Running a small business doesn’t mean your tax responsibilities are small. Sole proprietors need to stay on top of federal tax requirements while planning ahead to take advantage of available deductions and tax-saving opportunities.

Year-end tax planning involves more than gathering receipts. This checklist highlights key opportunities to consider before year-end.

Several provisions from the OBBBA now affect 2026 income, giving taxpayers new ways to manage their tax liability before year-end. Don't wait to begin strategizing ways to lower your tax bill.

Learn about the five essential financial documents every business owner should regularly review to monitor performance, manage cash flow, plan for taxes, and make informed business decisions.

Recent tax law changes may create new tax-saving opportunities for business owners, but they may also be a reason to reevaluate your current business structure. Understanding how these changes apply to your business can help you make more informed decisions.