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For the 12 months ending in April 2026, the U.S. inflation rate was 3.8%, according to the U.S. Bureau of Labor Statistics. Prices for your business’s products, materials and other operating costs...

For years, qualified small business stock, better known as QSBS, has been one of the most valuable tax benefits available to startup founders, early employees, and angel investors. Now, the...

If you give artwork to charity, the deduction you can claim depends on several factors, including the type of organization receiving the piece and how it will be used. Special...

Although your business may seem big to you, you may wonder how the government classifies it for tax purposes. If your organization qualifies as a “small business,” you may enjoy...

Wednesday, May 27 at 12:00 p.m. CT from 12:00 – 1:00 PM CT On April 23, 2026, the Department of Justice (“DOJ”) issued an order placing FDA-approved marijuana products (and...

Money decisions often feel logical, but the emotions behind them tell a very different story. Why do families avoid the hardest conversations, even when they matter most? And how can...

Earnings Power Strong Q1 earnings fuel global rally and reinforce the case for diversification. April 2026 Key Observations Global equities rebounded sharply in April. After a turbulent start to the...

Given the many potential threats to your business’s assets, cash flow and human resources, which types of insurance products and how much coverage do you need? Some organizations pay for...

One of the most common things I see in financial planning is not someone making a “bad” decision. More often, it’s that no decision gets made at all. Life gets...

Whether you’re relocating for work, retirement, family or lifestyle reasons, state taxes can have a significant financial impact. Taxes vary widely from state to state. And establishing residency for tax...