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Dollar bills, spread out, nest egg, text IRA,
03.24.26

Don’t Miss Your Opportunity to Make a 2025 IRA Contribution — Whether You Can Deduct It or Not

Articles
Individual Tax & Planning

Generally, each year you can contribute up to the annual limit to a traditional or Roth IRA (or a combination of the two). But once the contribution deadline has passed,...

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03.24.26
Jon T. Meyer, CFP®

AI, Inflation, and the Investment Decisions That Shape Portfolio Outcomes with Brad Long, CFA (Ep. 5)

Podcast

Big market moves can pull investors toward quick reactions, but lasting results often come from steady thinking and better questions. How do you separate noise from what actually matters, and...

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Business,People,Discussing,Calender,Of,Upcoming,Month
03.24.26

Should Your Business Consider a Fiscal Year End?

Articles
Business Owners
Business Tax

Most businesses close their books for tax and accounting purposes on December 31 because it aligns with the calendar year. But a calendar year isn’t always the best option. For...

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Close-up,Of,Skilled,Bricklayer,Working,On,Construction,Site,Laying,Bricks
03.18.26

Why You Might Want to Build a Wall Between Your Business and Its Real Estate

Articles
Business Owners
Business Tax

Does your business own its real estate in a separate holding company, such as a limited liability company (LLC) or limited partnership? This practice can provide several advantages, including shielding...

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Adult man talking to his child on the couch, explaining something on the screen of his mobile phone
03.18.26
Jake Thibault, CFP®

Kids, Wealth, and Wisdom: Teaching Financial Values After an Exit

Blog
Wealth Management

There is a moment after an exit that almost no one talks about. The deal closes. The wire hits. The stock vests. However it happens, the financial outcome of years...

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Solar, Panel, Electric, Car, Charge
03.17.26

It’s Your Last Chance to Claim These Clean Energy Tax Breaks

Articles
Individual Tax & Planning

Last year’s One Big Beautiful Bill Act (OBBBA) terminated several clean energy tax incentives earlier than previously scheduled. But if you bought an electric vehicle or made certain green home...

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Guard,Dog,With,Security,Written,On,His,Harness
03.16.26

Business Deductions for Four-Legged Coworkers

Articles
Business Owners
Business Tax

Did you know that you can claim tax deductions for animals that serve a bona fide business purpose? This benefit extends beyond agricultural operations. Working animals in many sectors may...

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Wooden, block, calendar, 15, April, hour glass, sand, running out
03.10.26

April 15 Is the Deadline for More Than Just Your Income Tax Return

Articles
Individual Tax & Planning

You know your 2025 federal income tax return is due April 15, 2026. But do you know what else has an April 15 deadline? If you don’t, you could miss out on...

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2026,Tax,Concept,With,Magnifying,Glass,Highlighting,Tax,On,A
03.10.26

New Provisions for 2026 May Affect Your Tax Planning

Articles
Business Tax
Individual Tax & Planning

The many tax-related provisions that went into effect last year after the One Big Beautiful Bill Act (OBBBA) was signed into law are affecting 2025 federal income tax returns being...

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Flexible,Spending,Account,Fsa,Written,On,The,Sheet.,Pen,,Glasses,
03.09.26

Options for Forfeited Employee FSA Balances

Articles
Business Owners
Business Tax

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...

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