News + Insights

From Liberation to Limbo Trade Policy Shock Waves Are Just Beginning to Reverberate  April 2025 Key Observations Tariff Escalation Raises Recession Risk: U.S. tariffs, despite a temporary pause, have intensified...

In today’s hyper-partisan climate, it is easy to assume that Democrats and Republicans are fundamentally divided on all aspects of economic policy. However, this assumption does not hold when examined...

Picture these two tax return scenarios: Scenario 1: As you prepare your return on April 14th, the lamp in the corner feels like it is 150 degrees (even though it...

Many successful grandparents find great joy in helping their grandchildren succeed and grow into confident young adults. Graduation is one of those proud milestones—whether from high school, college, or grad...

Even well-run companies experience down years. The federal tax code may allow a bright strategy to lighten the impact. Certain losses, within limits, may be used to reduce taxable income...

Stock options are one of the most enticing aspects of joining a startup because they let employees share in the upside they help create. However, their value, structure, and risk...

Wednesday, May 28, 2025 from 12:00 to 1:00 PM CT Join us on May 28, where you’ll learn how to take control of embedded gains using smart, proven tax strategies...

Tuesday, May 20 2025 from 12:00 – 1:00 PM CT Join Cory Parnell, Principal at BGM, Coefficient Advisors Managing Partner and Business Growth Strategy, Leary Gates, and Sales Strategy, John...

The Tax Cuts and Jobs Act (TCJA) significantly limited the types of theft losses that are deductible on federal income taxes. But a recent “advice memo” (CCA 202511015) from the IRS’s...

Even after your 2024 federal return is submitted, a few nagging questions often remain. Below are quick answers to five of the most common questions we hear each spring. 1.When...

Determining “reasonable compensation” is a critical issue for owners of C corporations and S corporations. If the IRS believes an owner’s compensation is unreasonably high or low, it may disallow certain deductions...

Many business owners take an informal approach to controlling costs, tackling the issue only when it becomes an obvious problem. A better way to handle it is through proactive, systematic...

Key Takeaway: Financial success often comes at a cost that doesn’t show up on a spreadsheet—missed moments, strained relationships, and personal well-being left behind in the pursuit of “enough.” It’s...

Today’s companies have several kinds of tax-advantaged accounts or arrangements they can sponsor to help employees pay eligible medical expenses. One of them is a Health Reimbursement Arrangement (HRA). Under an...

Suppose you’re thinking about setting up a retirement plan for yourself and your employees. However, you’re concerned about the financial commitment and administrative burdens involved. There are a couple of...