News + Insights

As a late-stage startup employee or founder, having most of your wealth tied to company stock presents both tremendous opportunity and significant risk. While your equity may represent years of...

As you stand at the peak of your professional life—whether as a business owner, executive, or seasoned investor—the view is impressive. You’ve built something remarkable. The question is no longer...

Small to midsize businesses have valid reasons for incorporating, not the least of which is putting that cool “Inc.” at the end of their names. Other reasons include separating owners’...

Tuesday, April 15 is the deadline for filing your 2024 tax return. But another tax deadline is coming up the same day, and it’s essential for certain taxpayers. It’s the...

Key Takeaway: You built your business with strategy, sacrifice, and stamina—but transitioning it requires a different kind of discipline. Whether you’re eyeing family members or key employees, the earlier you...

Some tax sins are much worse than others. An example is failing to pay over federal income and employment taxes that have been withheld from employees’ paychecks. In this situation,...

Like many business owners, you’ve probably received a lot of technology advice. One term you may hear frequently is “tech stack.” Information technology (IT) folks love to throw this one...

This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for...

When we prepare your tax return, we’ll check one of the following filing statuses: single, married filing jointly, married filing separately, head of household or qualifying widow(er). Only some people...

For federal income tax purposes, the general rule is that rental real estate losses are passive activity losses (PALs). An individual taxpayer can generally deduct PALs only to the extent...

Financial statements can fascinate accountants, investors and lenders. However, for business owners, they may not be real page-turners. The truth is each of the three parts of your financial statements...

Suppose your adult child or friend needs to borrow money. Maybe it’s to buy a first home or address a cash flow problem. You may want to help by making...

On March 21, 2025, the Financial Crimes Enforcement Network (FinCEN), aligning with the U.S. Department of Treasury’s recent directive, issued an interim final rule that narrows the beneficial ownership (BOI)...

As a business owner, navigating through staffing changes can often feel like steering a ship through uncharted waters, especially when it comes to maintaining the efficiency and integrity of your...

Staying compliant with payroll tax laws is crucial for small businesses. Mistakes can lead to fines, strained employee relationships and even legal consequences. Below are six quick tips to help...