ARTICLES

Investment losses may offer an opportunity to lower your tax bill. Learn how tax-loss harvesting works, understand the IRS wash-sale rule, and explore ways to use investment losses to reduce capital gains before year-end.

Don't wait until tax season to organize your finances. Learn five steps small business owners can take before December 31 to close their books, review financial performance, and start the new year with confidence.

December 31 is the last chance to lock in many 2026 retirement tax savings. This guide walks business owners and individual taxpayers through year-end payroll moves.

As year-end approaches, business owners may consider accelerating expenses to reduce taxable income and potentially lower their tax bill. While paying certain expenses before December 31 can create tax savings, it is important to understand which expenses qualify and how those decisions affect your cash flow. What Does It Mean to Accelerate Expenses? Accelerating expenses means paying for eligible business costs before the end of the tax year rather than waiting until Janua

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.

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.

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.

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.

As businesses grow, so do their risks and assets. This article explains the key differences between operating companies and holding companies. Learn the benefits, limitations, and why planning ahead can help safeguard your business's future.