Insights Gallery
🔍
New IRS per diem rates in effect as of October 1
The IRS has released its 2026-2027 special per diem rates for business travel, and the...
How much cash should your business actually keep?
How much cash should your business keep on hand? The answer depends on more than...
A new federal tax credit could help fund K-12 scholarships starting in 2027
Starting in 2027, a new federal tax credit will allow eligible taxpayers to reduce their...
The pro-rata rule: the backdoor Roth IRA mistake that can create an unexpected tax bill
The backdoor Roth IRA strategy can trigger an unexpected tax bill if you overlook the...
Bonuses, company cars, and W-2s: The November payroll checklist
Problems can loom large when payroll administrators ask for year-end information on a tight timeline...
Safe harbor, safe timing: Why your 401(k) decisions happen in November
For many employers, November is an important 401(k) planning month. A calendar-year plan that uses...
The SEC may rescind its climate rules. What should private companies do now?
The SEC may rescind its 2024 climate disclosure rules, but private companies should not assume...
Divorce and your tax return: what the settlement may not resolve
A divorce settlement divides assets and establishes legal rights, but it does not resolve every...
Form 990 filing mistakes that can undermine your nonprofit’s credibility
Form 990 is more than a tax return; it's a public document that donors, grantmakers...
IRS introduces automatic penalty relief for taxpayers with a strong compliance history
The IRS is replacing its First Time Abate program with a new Automatic Exemption from...
2026 Federal tax changes: What to know before you file
The IRS has announced inflation adjustments for more than 60 tax provisions for tax year...
Year-end tax planning: 10 moves to consider before 2026 ends
Year-end tax planning isn't simply about finding deductions. It's about looking at your overall financial...
Tax mistakes new business owners make in their first profitable year
Your first profitable year in business is worth celebrating. But it can also bring expensive...












