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 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.

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.

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.

Learn how high-net-worth families use estate planning, asset protection, tax strategies, and succession planning to preserve wealth for future generations.

Learn why business owners should review their entity structure every few years and how changes in growth, taxes, ownership, and liability may impact their business.

Learn how business owners can protect personal assets from business liabilities through proper entity selection, financial separation, insurance, and proactive planning.

Selling investment or commercial real estate? A Section 1031 like-kind exchange can help defer capital gains taxes, but strict IRS rules apply. Learn More.