ARTICLES

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.

Side hustles can create valuable income, but they also come with tax responsibilities. Learn how the IRS determines whether an activity is a business or a hobby, why that distinction affects deductions, and what steps taxpayers can take to document profit motive and protect eligible write-offs.

Social Security benefits are not always tax-free. This article explains how provisional income affects the taxability of your benefits and highlights planning strategies retirees can use to better manage their tax exposure.

A Roth IRA can be a powerful retirement planning tool for entrepreneurs and self-employed individuals. Learn eligibility considerations, contribution limits, and how Roth IRAs can support long-term tax-free growth.

Commercial real estate owners may be able to unlock significant tax savings through a cost segregation study. By identifying building components that qualify for shorter depreciation periods, businesses can accelerate deductions, improve cash flow, and take advantage of enhanced depreciation benefits.

Not all businesses are classified the same for tax purposes. Learn how the IRS defines a "small business" and discover five valuable tax benefits that could help simplify accounting and reduce your tax liability.

ACA penalties for employers are still in effect and increasing in 2026. Learn when your small business becomes subject to ACA rules and how to avoid costly compliance risks.

Managing a 401(k) requires more than setup; business owners must regularly monitor investments, review fees, oversee administrators, and ensure regulatory compliance. Proactive reviews reduce risk and keep the plan effective for both the company and its employees.

Transferring appreciated stock to loved ones in lower tax brackets may help reduce federal capital gains taxes. Learn how this strategy works, who can benefit, and important tax rules to consider before making a gift.

Several new information reporting changes are taking effect for businesses in 2026, including updated payroll reporting requirements and higher Form 1099 thresholds. Here’s what employers and business owners should know to stay prepared and compliant.

If you receive a big refund or owe a lot at tax time, your withholding may need to be adjusted. Discover how to make your 2026 taxes match what you really owe.