ARTICLES

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.

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.

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.

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.

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.

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.

New tax rules taking effect in 2026 could limit the value of itemized deductions for high-income earners. Here’s what taxpayers should know now and the planning opportunities to consider.

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.

Holding real estate separately from your business brings benefits like liability protection, tax savings, and estate planning options. This article explains why owners choose this approach, how it works, and if it's suitable for your business.

Not all medical expenses are tax-deductible. For 2025, you can deduct eligible costs that exceed 7.5% of your adjusted gross income if you itemize your deductions. This article explains which expenses qualify and how to determine if the deduction will benefit you.

S corporations provide tax benefits and liability protection, but business owners must follow IRS rules to keep their status. This article explains the main requirements, risks, and steps to maintain S corporation election.

Recent tax law changes could allow some businesses to deduct more interest expense starting in 2025. Learn how updated rules for business interest deductions may impact your tax planning.