tax

FAQs About the Research Credit

Companies that engage in research and development activities may qualify for a federal tax credit for some of those expenses. The credit is complicated to calculate, and not all research…

Debt vs. Equity: Classification Counts When Shareholders Put Money Into Their Corporations

If you operate your business as a C corporation, how you put money into your company and how you take it back out can have a major impact on your…

Tax Tips: March/April 2026

Business reporting burden eased As a result of a provision in the One Big Beautiful Bill Act, an administrative reporting burden for businesses has been eased. For 2025 and prior…

Tax-Saving Estate Plan Strategies: Consider a Charitable Remainder Trust

If you’d like to benefit your favorite charities while creating an income stream for yourself or a loved one, consider incorporating a charitable remainder trust (CRT) into your estate plan.…

The QPP Deduction: A Major New Tax Break for Manufacturers

For manufacturers planning to build new facilities or expand their existing plants, last year’s One Big Beautiful Bill Act (OBBBA) introduced a powerful new tax incentive. Over the next several…

Tax Planning for Investors: Know Your Basis and Holding Period

In theory, when you sell stocks or mutual fund shares, calculating your gain or loss for tax purposes is simple: it’s the difference between the sale price and your cost…

Options for Forfeited Employee FSA Balances

Many businesses offer health care and dependent care flexible spending accounts (FSAs) as part of their employee benefits package. These plans provide valuable tax savings to employees and payroll tax…

Are Business Meals Still Deductible? Here’s What You Need to Know

Business meals and entertainment deductions continue to cause confusion—especially with recent updates under IRC Section 274 (as modified by the One Big Beautiful Bill Act). Here’s a quick, easy-to-understand summary…

To Maximize — or Not to Maximize — Depreciation Deductions on Your 2025 Tax Return

The deadlines for filing 2025 tax returns (or extensions) are fast approaching. Although most tax planning moves must be completed by December 31 of the tax year, there are some decisions…

There’s Still Time to Set Up an SEP and Reduce Your 2025 Taxes

If you own a business or are self-employed and haven’t already set up a tax-advantaged retirement plan, consider establishing one before you file your 2025 tax return. If you choose…

Is Your Business Ready for the Tax Deadline That’s on Groundhog Day This Year?

Normally businesses must furnish certain information returns to workers and submit them to the federal government by January 31. But this year, that date falls on a Saturday. So the deadline…

Tax Tips: January/February 2026

Cash and noncash donation deductions in 2026 The new year brings changes that affect how taxpayers think about charitable contributions of all kinds. You may have heard that the One…

Should Married Couples Ever File Separate Returns?

Most married couples assume they should file joint income tax returns, and, usually, that’s the right choice. But under certain circumstances, filing separate returns may offer benefits. Bear in mind…

Estate Planning Is for Single People, Too

Everyone should have an estate plan — including single people with no children. For married couples, the law generally assumes that one spouse will make financial and medical decisions if…

OBBBA Affects Business Interest in More Than One Way

The One Big Beautiful Bill Act (OBBBA), signed into law in July 2025, restored the more favorable pre-2022 limit on business interest expense deductions. That’s good news for many businesses,…