InsightsPosts By Category
Hurricane Isaias: IRS Announces Tax Relief for Florida & Alabama
10/15/2026
As our communities recover from Hurricane Isaias, the IRS has announced relief that gives eligible individuals and businesses in parts of Florida and Alabama additional time for certain federal tax filings and payments.
10 Year-End Tax Moves to Make Next Filing Season Easier (and Less Stressful)
9/29/2026
A practical checklist for small business owners to clean up records, avoid penalties, and walk into tax season prepared.
How Active Loss Harvesting Works & Doesn't Work: Trust & Estate Planning
9/29/2026
Active tax-loss harvesting is often presented as a simple year-end strategy: sell investments that are down, use the losses to offset gains, and reinvest in something similar enough to preserve market exposure.
Thinking About Switching Between a C Corp and an S Corp in 2026?Here's the Fun (and the Fine Print)
9/28/2026
Picking C corporation vs. S corporation status is one of those business decisions that sounds dry…until it changes how much tax you pay and how easy it is to bring in investors. And 2026 might be a particularly smart time to take another look.
2026 State and Local Tax (SALT) Cap, Pass-Through Entity Tax (PTET) & Remote WorkThe Tax Plot Twist You Didn't Ask For
9/28/2026
A plain-English guide to the bigger 2026 State and Local Taxes (SALT) cap, why Pass-Through Entity Tax (PTET) still matters, and how one remote employee can turn into a multistate filing adventure.
2026 Charitable Giving Tax Changes: What Donors Need to Know
9/28/2026
Starting in 2026, the tax rules for charitable giving get a little less generous, and a lot more “it depends.” The deduction isn’t going away, but smaller gifts may not move the needle on your taxes unless your total giving clears new minimum thresholds.
Form 1099-K, Digital Payments & Crypto Taxes: What Every Taxpayer Needs to Know
9/21/2026
If you use Venmo, PayPal, online marketplaces, or crypto, it’s easy to assume the tax rules work like this: “No tax form, no taxes.” That’s a common (and expensive) misconception.
2026 Estate Planning: 10 Essential Strategies Every High-Net-Worth Family Should Review
9/17/2026
For 2026, the federal basic exclusion amount is $15 million per person, and portability remains available for a surviving spouse if properly elected. That higher exemption changes the analysis, but it does not eliminate the need for planning.
Buying Equipment Before Year-End? What Businesses Need to Know About Bonus Depreciation
9/10/2026
Buying equipment “before year-end” can feel like an easy tax win. Sometimes it is but only if you understand one phrase the IRS cares about more than your purchase date: placed in service (meaning the asset is ready and available for its intended business use).
IRS Ends First-Time Abate: What Construction Companies Need to Know
8/6/2026
The IRS is making penalty relief automatic for eligible taxpayers. Find out what the new AEP program means for construction companies and payroll tax compliance.
Family Office Tax PlanningUnderstanding the Lender Management Framework
7/1/2026
Family offices have long faced a basic tax problem: when are their operating costs deductible as business expenses, and when are they merely investment expenses?
Funding Liquidity Without Triggering Capital GainsHow a Pledged Asset Line & the Step-Up in Basis can Work Together at Death
6/8/2026
Clients with concentrated, highly appreciated positions often need cash without wanting to sell. Selling triggers capital gains tax today and removes shares that would otherwise receive a step-up in cost basis at death.
Could You Be Owed a Refund for IRS Penalties or Interest During Covid?A Recent Tax Court Case May Open the Door to Relief for Some Taxpayers
5/22/2026
A recent federal court case, Kwong v. United States, is creating significant buzz in the tax world because it gives some taxpayers the ability to request refunds that were previously thought as unavailable.
IRS Notice CP53E: What Is It & What to Do If You Receive One
5/19/2026
After filing their 2025 federal income tax return, some taxpayers may receive IRS Notice CP53E. This notice is issued when the IRS is unable to process a direct deposit refund and requests banking information before issuing a refund.
Introducing Our New Podcast: Integrated Wealth PerspectivesEpisode 1: Giving Value to Your Money, Why Women Need a Different Financial Plan
5/5/2026
Integrated Wealth Perspectives is our new podcast, created to bring you thoughtful conversations around the decisions that shape your financial future. Episode 1 focuses on the evolving role of women in wealth and why a more personalized approach to planning matters, highlighting the key factors that influence long-term financial confidence, clarity, and control.
Outsourced Accounting for NonprofitsStrengthen Internal Controls
5/4/2026
Every dollar flowing through your organization belongs to the community you serve, and donors, grantors, and regulators expect it to be treated that way. Strong nonprofit internal controls are how you demonstrate that stewardship, but building them typically requires more than one set of eyes on the money.
Manufacturing Cash Flow Forecasting Services for Volatile Markets
5/4/2026
There is a particular kind of financial anxiety that manufacturing business owners know well. The order book looks healthy. The production floor is busy. And yet, cash feels tight in a way that the profit and loss statement does not quite explain.
Church Accounting Services for Donor Tracking & Financial Transparency
5/4/2026
Every week, congregants across the country give generously to their church, trusting that their tithes, offerings, and designated gifts will be put to good use. That trust is not just a spiritual matter; it has practical and legal dimensions that church leaders need to take seriously.
Real Estate Accounting Services for Cash Flow Visibility and Portfolio Performance
5/4/2026
Most real estate investors got into the business because they understand property: how to find it, finance it, and manage it. Accounting tends to be secondary, at least early on.
Maximizing Your Home Office DeductionA 2026 Guide for Business Owners & Entrepreneurs
3/30/2026
Remote work, side businesses, and consulting have made the home office deduction more relevant than ever. Yet, many business owners misunderstand what qualifies, leaving money on the table, or risking IRS scrutiny.
What CEOs and CFOs Need to Know About Outsourced Accounting Costs
3/27/2026
For many CEOs and CFOs, the question is not just what outsourced accounting services cost. It is whether the financial visibility they gain will help them make better decisions, reduce risk, and scale their organization more effectively. Pricing matters, but it is rarely the whole story.
How Outsourced Accounting Helps Growing Businesses Scale with Confidence
3/27/2026
If you're a business owner or organizational leader, there's a good chance you've spent time you didn't have reconciling accounts, chasing down receipts, or reviewing financial reports that arrived weeks too late to act on.
Are You 5500 Compliant? Key Considerations for Health & Welfare Plans
3/27/2026
Many employers and plan sponsors wonder, “Do I have to file a Form 5500 for my Health and Welfare Plans?” While most employers/plan sponsors are very familiar with filing Form 5500 for their retirement plans, many are not as confident about the Form 5500 filing requirement for their health and welfare plans.
Avoid Costly Bookkeeping Mistakes in Your Construction Projects
3/24/2026
When bookkeeping is solid, contractors can trust their numbers and make informed decisions about bidding, hiring, equipment purchases, and project financing. When it's not, you're basically running your company on optimism and caffeine.
What the Best Accounting Outsourcing Companies Provide that Bookkeepers Don't
3/2/2026
Discover the key differences between bookkeeping and outsourced accounting. Learn how a team of credentialed CPAs can provide controller and CFO-level insights, improve compliance, and help your growing business make strategic financial decisions.
Past Posts By Category
- Hurricane Isaias: IRS Announces Tax Relief for Florida & Alabama
- 10 Year-End Tax Moves to Make Next Filing Season Easier (and Less Stressful)
- How Active Loss Harvesting Works & Doesn't Work: Trust & Estate Planning
- Thinking About Switching Between a C Corp and an S Corp in 2026?
- 2026 State and Local Tax (SALT) Cap, Pass-Through Entity Tax (PTET) & Remote Work
- 2026 Charitable Giving Tax Changes: What Donors Need to Know
- Form 1099-K, Digital Payments & Crypto Taxes: What Every Taxpayer Needs to Know
- 2026 Estate Planning: 10 Essential Strategies Every High-Net-Worth Family Should Review
- Buying Equipment Before Year-End? What Businesses Need to Know About Bonus Depreciation
- IRS Ends First-Time Abate: What Construction Companies Need to Know
- Family Office Tax Planning
- Funding Liquidity Without Triggering Capital Gains
- Could You Be Owed a Refund for IRS Penalties or Interest During Covid?
- IRS Notice CP53E: What Is It & What to Do If You Receive One
- Introducing Our New Podcast: Integrated Wealth Perspectives
- Outsourced Accounting for Nonprofits
- Manufacturing Cash Flow Forecasting Services for Volatile Markets
- Church Accounting Services for Donor Tracking & Financial Transparency
- Real Estate Accounting Services for Cash Flow Visibility and Portfolio Performance
- Maximizing Your Home Office Deduction
- What CEOs and CFOs Need to Know About Outsourced Accounting Costs
- How Outsourced Accounting Helps Growing Businesses Scale with Confidence
- Are You 5500 Compliant? Key Considerations for Health & Welfare Plans
- Avoid Costly Bookkeeping Mistakes in Your Construction Projects
- What the Best Accounting Outsourcing Companies Provide that Bookkeepers Don't
- View All Posts
